Private Client Relationship Manager - Citizens Bank : Job Details

Private Client Relationship Manager

Citizens Bank

Job Location : Barrington,RI, USA

Posted on : 2025-02-09T12:46:19Z

Job Description :
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 (CF - Ps), creating the Citizens Private Client team. Primary Responsibilities include:Acquire and onboard new affluent and high-net-worth clients into a Book of ...Relationship Manager, Client Relations, Relationship, Manager, Private, Financial Planning, Business Services
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