Citizens Financial Group

Runs consumer and commercial banking services

Private Client Relationship Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timePhiladelphia, PA, USAIn-person

About the Job

Requirements

A bachelor's degree is preferred.
Have 3–5 years of banking, wealth management, or other relevant equivalent experience.
Have experience working with affluent and high-net-worth clients.
Hold SIE, Series 6 or 7, and Series 63 or 66 licenses at the time of hire.
Obtain Life, Health, and Accident Insurance licenses within the specified timeline after hire.
Demonstrate success in a client-centric, initiative-taking sales environment.
Have experience establishing and maintaining relationships with clients and internal partners.
Have knowledge of industry regulatory requirements to ensure a sound control environment.
Have excellent written and verbal communication skills.

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 conducting comprehensive discovery and financial planning conversations, understanding clients’ financial goals, and presenting personalized strategies aligned with their objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in Retail, Business Banking, Mortgage, and Wealth to provide clients a seamless experience across Citizens.
Use Salesforce CRM to track activity.
Meet success measures involving growth in net new investment assets in collaboration with Wealth Partners; growth in new checking, savings, and CD deposits; growth in mortgage, home equity line, and securities-based lending units and balances; and client satisfaction survey results.

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals.  We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.   

As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues.  PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs), creating the Citizens Private Client team.

Primary responsibilities include

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.

Measures of Success include

Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
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.
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.

Compensation

Salary and opportunity to earn Incentive compensation.
Salary is commensurate with experience.

Hours & Work Schedule

Hours per Week: 40
Work Schedule: M-F; potential Saturday hours

About the Company

Citizens Financial Group

Runs consumer and commercial banking services

Citizens Financial Group runs consumer and commercial banking businesses for households, small firms and larger companies, alongside wealth management. Through Citizens Bank, it accepts deposits, processes payments and lends for homes, education and business needs through branches and digital channels. Its commercial teams manage corporate cash flows, arrange financing and advise on mergers and acquisitions, while its private bank serves wealthy families and business owners. The group earns interest on loans and securities, pays interest on deposits and charges fees for financial services and advice. Its banking roots date to 1828, and it is headquartered in Providence, Rhode Island.

Company size: 10,001+
Company stage: IPO
Headquarters: Providence, RI
Founded: 1828

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