What are the responsibilities and job description for the Private Wealth Advisor - UHNW position at Citizens?
Description
Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research, while intimately focusing on each client’s unique circumstances.
The Ultra-High Net Worth (UHNW) Wealth Advisor will collaborate closely with a Senior Wealth Advisor to deliver comprehensive financial solutions to the bank’s UHNW clients. The role is focused on offering sophisticated wealth management services, including estate planning, tax strategies, investment management, and philanthropic advisory, tailored to the unique needs of UHNW individuals and families. The Wealth Advisor will support business development initiatives, partner engagement, and work as part of a broader team to help achieve the goals of the private bank.
This position offers a unique opportunity to work alongside a Senior Wealth Advisor to support the growth of the private bank’s UHNW client segment, contributing to the firm’s success in delivering superior wealth management services.
Key Responsibilities :
Client Relationship Management :
- Build and maintain strong, lasting relationships with UHNW clients, ensuring deep understanding of their financial objectives, risk tolerance, long-term goals.
- Work with the Senior Wealth Advisor to deliver customized financial plans that integrate investment, estate, and tax planning strategies.
- Serve as a trusted advisor to clients, offering ongoing guidance and proactively addressing financial needs.
Wealth Strategy Development :
Business Development :
Collaboration with Private Banking and Internal Partners :
Client Reporting and Communication :
Compliance and Risk Management :
Qualifications :
Hours & Work Schedule
Hours per Week : 40
Work Schedule : varies
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Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment 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, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status / parenthood, medical condition, military or veteran status, national origin, pregnancy / childbirth / lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and / or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
