Private Client Relationship Manager - Blue Bell - Citizens

    Citizens
    Citizens Blue Bell

    1 week ago

    $80,000 - $180,000 (USD) per year *
    Description

    Description

    At?Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished?client-centric culture, having a mindset of?continuous improvement?and always?enhancing our capabilities. ?Citizens Private Client?provides personalized, world class financial planning and advice to help clients achieve their financial goals.? We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.???

    As a?Citizens Private Client Relationship Manager (PCRM), you will engage directly with our 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.? PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.

    Primary responsibilities include

    • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
    • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
    • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
    • Provide exceptional, high-touch client experiences.
    • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
    • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
    • Leverage Salesforce CRM to track activity.

    Measures of Success include

    • Growth in net new investment assets in collaboration with Wealth Partners.
    • Growth in new deposits including checking, savings, and CD balances.
    • Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
    • Client satisfaction survey results.

    Qualifications, Education, Certifications and/or Other Professional Credentials

    • 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.
    • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
    • Demonstrated success in a client-centric, initiative-taking sales environment.
    • Experience establishing and maintaining relationships with clients and internal partners.
    • Knowledge of industry regulatory requirements to ensure a sound control environment.
    • Excellent written and verbal communication skills.

    Compensation

    • Salary and opportunity to earn Incentive compensation.
    • Salary is commensurate with experience.

    Hours & Work Schedule

    • Hours per Week: 40
    • Work Schedule: M-F; potential Saturday hours

    #LI-CITIZENS5

    Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.

    Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

    Equal Employment Opportunity

    Citizens, its parent, subsidiaries, and related companies (Citizens) provide 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, 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 all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

    Why Work for UsAt 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. xhuatnn Any offer of employment will include further information.

    * This salary range is an estimation made by beBee
  • Work in company

    Relationship Manager

    Only for registered members

    Job Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...

    Blue Bell

    20 hours ago

  • Work in company

    Relationship Manager

    Only for registered members

    How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community?Under general direction, this CRE position is responsible for the origination, evaluation, and structuring of complex loan requests and transactions. · ...

    Plymouth Meeting

    1 month ago

  • Work in company

    Relationship Manager

    Only for registered members

    How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and N ...

    Plymouth Meeting, PA $162,300 - $225,000 (USD) per year

    1 week ago

  • Work in company Remote job

    Relationship Manager

    Only for registered members

    Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. · Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectationsServes as primary point of c ...

    Dresher, PA

    1 month ago

  • Work in company

    Private Client Relationship Manager

    Citizens

    · Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out. · At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric ...

    Blue Bell $80,000 - $180,000 (USD) per year

    1 week ago

  • Work in company

    Client Relationship Manager

    Only for registered members

    The Client Relationship Manager plays a critical role in strengthening client relationships, identifying commercial opportunities, and supporting the company's growth in the US. · Act as a leading point of contact to a designated client base · Support and lead new assigned client ...

    Conshohocken

    1 month ago

  • Work in company

    Client Relationship Manager

    Only for registered members

    The Client Relationship Manager is a trusted partner and primary point of contact for clients. · Act as a leading point of contact to a designated client base · Support and lead new assigned client implementations · ...

    Conshohocken, PA

    1 month ago

  • Work in company

    Client Relationship Manager

    Only for registered members

    This is a full-time hybrid role for a Client Relationship Manager. The successful candidate will be the primary contact for an assigned portfolio of clients, ensuring exceptional service delivery and satisfaction. · Proactively managing client accounts. · Identifying business gro ...

    Conshohocken

    1 month ago

  • Work in company

    Client Relationship Manager

    Only for registered members

    Acquis is an established and fast-growing international insurance broker providing equipment insurance solutions for leasing and asset finance companies in the UK, EU and US. · We deliver high-value outsourced insurance management programs to a specialist client base operating in ...

    Conshohocken, PA

    1 month ago

  • Work in company

    Managing Director, Relationship Manager

    Only for registered members

    ++As a Managing Director at Webster, you will manage and develop a portfolio of relationships with target segments that lead to loans, deposits and other revenue generating products and services. You will assist Senior Managing Directors with the management of the team's sales an ...

    Conshohocken, PA

    1 month ago

  • Work in company

    Relationship Management Specialist

    Only for registered members

    :The opportunity · We are looking for a Relationship Management Specialist to join our growing Growth and Impact team, driving our mission to impact 100 million lives through literacy. In this role, you will serve as the key owner of the client relationship, managing every touchp ...

    Conshohocken, PA

    1 day ago

  • Work in company

    Portfolio Relationship Manager

    Only for registered members

    We're seeking a Portfolio Relationship Manager who can elevate strategic growth and deepen GHD's influence across a defined portfolio of priority clients. · ...

    King of Prussia $150,000 - $250,000 (USD)

    1 month ago

  • Work in company

    Private Client Relationship Manager

    Citizens

    · Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out. · At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric ...

    Norristown $80,000 - $180,000 (USD) per year

    1 week ago

  • Work in company

    Bill Pay Relationship Manager

    Only for registered members

    About Rockefeller Capital Management · Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultr ...

    Bridgeport Full time

    2 weeks ago

  • Work in company

    Select Markets Relationship Manager

    Only for registered members

    Develop and expand business banking relationships with clients in the Select Markets target market. Ensure assets and liabilities are properly accounted for and serviced to prevent loss or impairment. · Prospect for new business opportunities through customer cultivation and rela ...

    Conshohocken Full time

    3 weeks ago

  • Work in company

    Business Banking Relationship Manager

    Only for registered members

    Our client, a leading financial services organization, is seeking a Business Banking Relationship Manager to support growth within the small business segment. · ...

    Conshohocken

    1 month ago

  • Work in company

    Select Markets Relationship Manager

    Only for registered members

    This role is responsible for developing, expanding and retaining complex business banking relationships with the Select Markets target market. Develop new business through prospecting and deepening existing customer relationships by actively selling and promoting banking products ...

    Conshohocken

    3 weeks ago

  • Work in company

    Relationship Manager I

    Only for registered members

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, · valued and have an opportunity to contribute to the company's succ ...

    Jenkintown

    1 month ago

  • Work in company

    Relationship Manager

    Only for registered members

    We are seeking a proactive Relationship Manager to manage develop and grow relationships with a portfolio of clients.You will act as the primary point of contact understanding clients financial/operational needs recommending solutions coordinating internally to deliver exceptiona ...

    Doylestown $70,000 - $75,000 (USD)

    1 month ago

  • Work in company

    Relationship Manager I

    Only for registered members

    The Relationship Manager I role at PNC involves managing relationships with new and existing clients to grow sales and revenue within their assigned territory. This includes handling origination and financial analysis of credit products as well as identifying sales opportunities. ...

    Abington Township Full time

    1 month ago

Jobs
>
Private client relationship manager
>
Jobs for Private client relationship manager in Blue Bell