Private Client Relationship Manager

Citizens Private Client Relationship Manager An Hour AgoSaved In-Office or Remote 2 Locations 83K-104K Annually Mid level 83K-104K Annually Mid levelDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationAcquire and onboard affluent and high-net-worth clients, grow deposits, investments, and lending balances, and deepen client relationships through financial discovery and proactive outreach. Partner with Wealth Advisors, CFPs, and other banking teams to deliver personalized strategies and seamless client experiences. Track activities in Salesforce, meet growth and satisfaction goals, and maintain regulatory compliance.Top Skills: Salesforce CRM