About This Role
Providing personalized, world-class financial planning and advice to affluent and high-net-worth clients is the core of this role. The Private Client Relationship Manager engages directly with clients to exceed their expectations, thinking long-term and collaborating with other colleagues to achieve financial goals.
Responsibilities
- Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
- Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives
- Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
- Provide exceptional, high-touch client experiences
- Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
- Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
- Leverage Salesforce CRM to track activity
Requirements
- Bachelor’s degree (preferred)
- 3 - 5 years of banking, wealth management or other relevant equivalent experience
- Experience working with affluent and high net worth clients
- Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
- Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
- Demonstrated success in a client-centric, initiative-taking sales environment
- Experience establishing and maintaining relationships with clients and internal partners
- Knowledge of industry regulatory requirements to ensure a sound control environment
- Excellent written and verbal communication skills
- Mandarin / Cantonese language skills required
Benefits
- Comprehensive medical, dental and vision coverage
- Retirement benefits
- Maternity/paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
Important Details
- Hours per Week: 40
- Work Schedule: Monday-Friday; potential Saturday hours
About the Company
Citizens' mission is to help clients, colleagues, and communities reach their potential through a distinguished client-centric culture, continuous improvement, and enhancing capabilities. Citizens Private Client provides personalized financial planning and advice.
