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Private Client Relationship Manager at Citizens

Compensation

$83,000 – $104,000/yr

Location
Medford, Massachusetts
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 and Certified Financial Planners. The role requires a bachelor’s degree, 3–5 years of relevant banking or wealth-management experience, experience with affluent clients, and SIE, Series 6 (or 7), and Series 63 (or 66) licenses at hire. It is a 40-hour Monday-to-Friday position with potential Saturday hours and pays $83,000–$104,000 annually plus incentive earnings.

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