Description
Based in Manchester, NH 03101, Citizens Private Client delivers tailored financial planning and advisory services to help clients achieve their long-term goals. The Private Client team fosters a client-centric culture, emphasizes continuous development, and supports ongoing practice management. Private Client Relationship Managers (PCRMs) interact directly with affluent and high-net-worth clients to exceed expectations by thinking long term, taking the next right step, and collaborating with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners, forming an integrated Citizens Private Client team.
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 a client’s goals, and presenting personalized strategies aligned with those 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 deliver a seamless client 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 to 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 plus the opportunity to earn incentive compensation. Salary is commensurate with experience.
Hours and Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, reproductive health decisions, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. Citizens is committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you will find a customer-focused culture centered on helping customers and giving back to local communities. Joining our team means being part of a supportive and collaborative environment, with access to training and tools to accelerate your potential and advance your career growth.
Background Check
Any offer of employment is conditioned upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in accordance with legal and regulatory requirements and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include additional information.
