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Elite Private Client Relationship Manager

L5

citizens bankShort Hills, NJ2 days ago
Citizens Bank seeks a Private Client Relationship Manager to engage affluent clients with long-term financial planning and personalized advice. You'll partner with Wealth Advisors to grow assets, deposits and lending while delivering high-touch client experiences across Citizens Private Client. You will use Salesforce CRM to track activity, onboard clients, and coordinate with Retail, Mortgage and other lines of business for a seamless client experience.
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Short Hills, NJ

Occupation

Personal Financial Advisors

Industry

Commercial Banking

Posted

2 days ago

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