Affluent Private Client Relationship Leader
citizens bankFreehold, NJ
Affluent Private Client Relationship Leader
citizens bankFreehold, NJ
5 days ago
Industries
Commercial BankingSavings Institutions and Other Depository Credit IntermediationPortfolio Management and Investment AdviceAbout the role
Citizens 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.
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JOB OVERVIEW
Experience level
Senior
Location
Freehold, NJ
Occupation
Personal Financial Advisors
Industry
Commercial Banking
Posted
5 days ago
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