Private Client Relationship Manager
Citizens Bank•Coventry, RI
429d
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About The Position
The Private Client Relationship Manager (PCRM) at Citizens is responsible for providing personalized financial planning and advice to affluent and high-net-worth clients. This role focuses on acquiring and onboarding new clients, deepening existing relationships, and collaborating with Wealth Financial Advisors and Certified Financial Planners to help clients achieve their financial goals. The PCRM is expected to deliver exceptional client experiences while leveraging tools like Salesforce CRM to track activities and measure success through growth in investment assets, deposits, and client satisfaction.
