Private Client Rel Manager

Citizens Private Client Rel Manager YesterdaySaved In-Office 2 Locations Mid level Mid levelDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationManage and grow relationships with affluent and high-net-worth clients by acquiring new clients, expanding deposits, investments, and lending balances, and delivering personalized financial strategies. The role involves outbound engagement, client onboarding, retention, collaboration with wealth advisors and internal business partners, Salesforce activity tracking, and meeting client satisfaction and portfolio growth goals.Top Skills: Salesforce CRM