Affluent Private Client Relationship Leader
citizens bankFreehold, NJ
Affluent Private Client Relationship Leader
L5
citizens bankFreehold, NJ4 days ago
Industries
Commercial BankingSavings Institutions and Other Depository Credit IntermediationPortfolio Management and Investment AdviceCitizens Bank is seeking a Private Client Relationship Manager in New Jersey to engage affluent clients, deliver personalized financial planning, and collaborate with Wealth Advisors to meet long-term goals. The role emphasizes high-touch service and cross-functional teamwork within Citizens Private Client.
Responsibilities include onboarding new clients, growing deposits and investments, and coordinating with other lines of business to ensure a seamless client experience.
Apply now
Level
SeniorL5
Location
Freehold, NJ
Occupation
Personal Financial Advisors
Industry
Commercial Banking
Posted
4 days ago
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