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Private Client Relationship Manager at Citizens Bank

Department: Wealth Management AdvisorsEducation: High School Graduate/GED

Location
Philadelphia, Pennsylvania
Type
Full-time
Level
mid
Posted

Description

Citizens is hiring a Private Client Relationship Manager to acquire and onboard affluent and high-net-worth clients, grow deposits, investments, and lending balances, conduct financial planning conversations, retain clients through proactive outreach, and collaborate with Wealth Advisors, Certified Financial Planners, and other business lines. The role uses Salesforce CRM, requires 3–5 years of relevant banking or wealth-management experience, and requires SIE, Series 6 (or 7), and Series 63 (or 66) licenses at hire. Compensation includes salary and incentive compensation, with a 40-hour Monday-to-Friday schedule and potential Saturday hours.

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