Private Client Relationship Manager

Citizens Private Client Relationship Manager 29 Minutes AgoSaved In-Office 2 Locations Mid level Mid levelDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationAcquire, onboard, and retain affluent and high-net-worth clients while growing deposits, investments, and lending balances. Conduct financial discovery conversations, present personalized strategies, coordinate with Wealth Advisors and CFPs, and partner across banking lines to deliver seamless client experiences. Manage client activity in Salesforce CRM and meet growth and satisfaction goals through proactive relationship engagement.Top Skills: Salesforce CRM