Elite Private Client Relationship Manager
Citizens Bank
Citizens Bank is seeking a Private Client Relationship Manager (PCRM) to engage affluent clients, deliver long‑term financial planning, and partner with Wealth Advisors to grow the Book of Business. You will onboard new clients, grow deposits and investments, and coordinate across Retail, Mortgage and Wealth teams, using Salesforce CRM to track activity.
Required: Bachelor’s degree (preferred), 3–5 years in banking or wealth management, licenses SIE, Series 6/7 and 63/66, plus excellent
#J-18808-LjbffrVacancy posted 4 days ago
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