At Citizens Private Client, our goal is to empower clients, colleagues, and communities to reach their potential. We uphold a client-centric culture, a drive for continuous improvement, and ongoing capability enhancement. Citizens Private Client delivers personalized, world-class financial planning and guidance to help clients achieve their financial goals, supported by a culture of continuous coaching, professional development, and practice-management support.
As a Private Client Relationship Manager (PCRM), you will work directly with affluent and high-net-worth clients to surpass expectations by focusing on long-term outcomes, acting with integrity, and collaborating with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs) to form the Citizens Private Client team.
Primary responsibilities
- Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound outreach and in-branch or partner introductions.
- Increase net deposits, investments, and lending balances by conducting thorough discovery and financial-planning conversations, understanding each client’s goals, and presenting personalized strategies aligned with those objectives.
- Deepen and retain client relationships through proactive outbound engagements driven by life events, financial triggers, and other insights.
- Deliver exceptional, high-touch client experiences.
- Collaborate with Wealth Advisors and Certified Financial Planners to help clients reach their goals.
- Partner with colleagues across Retail, Business Banking, Mortgage, and Wealth to provide clients with a seamless Citizens experience.
- Utilize Salesforce CRM to track activities and progress.
Measures of success
- Growth in net new investment assets in collaboration with Wealth Partners.
- Growth in new deposits, including checking, savings, and CDs.
- Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
- Positive client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
- 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.
- Proven 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 maintain a sound control environment.
- Excellent written and verbal communication skills.
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: Monday–Friday; potential Saturday hours
Pay Transparency
The salary range for this role is $81,000 – $95,000 per year, with the opportunity to earn additional incentive compensation. Actual pay depends on factors including location, relevant skills, and experience.
Citizens offers competitive compensation along with comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Note that Citizens’ paid time off policy exceeds mandatory paid sick or paid time-away requirements across jurisdictions in the United States. For a benefits overview, visit https://jobs.citizensbank.com/benefits.
