What are the responsibilities and job description for the Affluent Client Engagement Specialist position at Citizens?
Our Mission
Citizens is dedicated to helping clients, colleagues, and communities reach their potential through our distinguished client-centric culture and commitment to continuous improvement. We achieve this through our world-class financial planning and advice, creating a culture of continuous coaching, professional development, and ongoing practice management support.
This role is an excellent opportunity for a skilled Relationship Manager, Commercial to join our team as a Citizens Private Client Relationship Manager (PCRM). As a PCRM, you will engage directly with 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.
The key responsibilities of this role include:
What You'll Need
To succeed in this role, you will require:
Citizens is dedicated to helping clients, colleagues, and communities reach their potential through our distinguished client-centric culture and commitment to continuous improvement. We achieve this through our world-class financial planning and advice, creating a culture of continuous coaching, professional development, and ongoing practice management support.
This role is an excellent opportunity for a skilled Relationship Manager, Commercial to join our team as a Citizens Private Client Relationship Manager (PCRM). As a PCRM, you will engage directly with 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.
The key responsibilities of this role include:
- Developing and implementing comprehensive discovery and financial planning conversations to understand a client's financial goals and present personalized strategies aligned with each client's objectives.
- Growing net deposits, investments, and lending balances by leveraging Salesforce CRM to track activity and engaging Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
- Deepening and retaining client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
- Partnering with colleagues in other lines of business including Retail, Business Banking, Mortgage, and Wealth to provide clients a seamless experience across Citizens.
What You'll Need
To succeed in this role, you will require:
- 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.
- Knowledge of industry regulatory requirements to ensure a sound control environment.
