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Elite Private Client Relationship Manager

Citizens Bank

Citizens Bank in New York seeks a Private Client Relationship Manager (PCRM) to engage affluent clients, deliver long-term financial planning, and collaborate with Wealth Advisors and CFPs to help clients achieve their goals. Responsibilities include acquiring new clients, growing deposits and investments, coordinating with Retail, Mortgage and Wealth teams, and using Salesforce CRM to track activity. A Bachelor's degree is preferred; 3–5 years in banking or wealth management and required #J-18808-Ljbffr Citizens Bank

Vacancy posted 2 days ago
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