Elite Private Client Relationship Manager
citizensEdison, NJ
Elite Private Client Relationship Manager
citizensEdison, NJ
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsPersonal Service Managers, All OtherAbout the role
Citizens Private Client is seeking a Relationship Manager to engage with affluent and high-net-worth clients, building a long-term advisory relationship. You will partner with Wealth Advisors and CFPs to deliver personalized, comprehensive financial planning and coaching. The role emphasizes client-centric service, collaboration across banking specialties, and proactive outreach. The position requires 3–5 years in banking or wealth management, a bachelor's degree (preferred), and required
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Edison, NJ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE (opens in a new tab)