Private Client Relationship Advisor
Citizens
Citizens Private Client seeks a Relationship Manager to engage affluent clients and deliver personalized financial planning. You will work with Wealth Advisors and CFPs to manage a book of business and help clients reach long-term goals. You will onboard new clients, grow deposits and investments, and provide high-touch experiences. Collaboration across Retail, Mortgage and Wealth teams and Salesforce CRM proficiency are essential. #J-18808-Ljbffr Citizens
Vacancy posted 2 days ago
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