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Private Client Relationship Jobs (NOW HIRING)

Citizens

Private Client Relationship Manager

Exton, PA · On-site

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the ...

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How much do private client relationship jobs pay per year?

As of Jun 19, 2026, the average yearly pay for private client relationship in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What is the difference between Private Client Relationship vs Financial Advisor?

AspectPrivate Client RelationshipFinancial Advisor
CredentialsTypically requires certifications like CFP, CFA, or similarOften holds CFP, CFA, or other financial planning certifications
Work EnvironmentPrivate banks, wealth management firms, or boutique advisory firmsFinancial planning firms, banks, or independent practices
Employer & IndustryWealth management, private banking, financial servicesFinancial services, investment advisory, wealth management
Search & Comparison IntentClients seeking personalized wealth management servicesIndividuals seeking financial planning and investment advice

Private Client Relationship roles focus on managing high-net-worth clients' wealth, emphasizing personalized service and relationship management. Financial Advisors provide comprehensive financial planning and investment advice, often working with a broader client base. While both roles require similar credentials and operate within the financial industry, their primary focus and client interaction differ.

What are the key skills and qualifications needed to thrive as a Private Client Relationship Manager, and why are they important?

To thrive as a Private Client Relationship Manager, you need a solid background in finance or banking, strong analytical skills, and relevant qualifications such as a bachelor’s degree in finance or business. Familiarity with wealth management platforms, CRM systems, and regulatory compliance certifications like Series 7 or CFP are often required. Exceptional interpersonal skills, discretion, and proactive communication help build trust and maintain long-term client relationships. These capabilities are crucial for delivering tailored financial solutions, ensuring regulatory adherence, and fostering client loyalty in a competitive market.

What are some typical challenges faced by Private Client Relationship professionals, and how can they be managed effectively?

Private Client Relationship professionals often navigate the challenges of balancing multiple high-net-worth clients' expectations, staying updated on financial regulations, and providing personalized financial solutions. Managing these challenges requires strong communication skills, attention to detail, and the ability to build trust over time. Collaborating closely with internal teams such as investment managers and compliance officers helps streamline processes and ensure clients receive timely, accurate advice. Staying proactive and regularly engaging clients also contributes to long-lasting, successful relationships.

What is a Private Client Relationship Manager?

A Private Client Relationship Manager is a financial professional who works with high-net-worth individuals to manage their banking, investment, and financial planning needs. They provide personalized service, including portfolio management, wealth planning, and tailored financial advice. These managers act as the main point of contact for clients, ensuring their financial goals are met while maintaining strong relationships. Their role often involves coordinating with specialists in lending, estate planning, and tax strategies to deliver comprehensive solutions. This position requires strong interpersonal skills, financial expertise, and a deep understanding of clients’ unique financial situations.
What cities are hiring for Private Client Relationship jobs? Cities with the most Private Client Relationship job openings:
Private Client Relationship jobs near you
Private Client Relationship Manager

Private Client Relationship Manager

Citizens Bank

East Aurora, NY • On-site

$83K - $104K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Job description

Job Description
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
  • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
  • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
  • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
  • Provide exceptional, high-touch client experiences.
  • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
  • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
  • Leverage Salesforce CRM to track activity.

Measures of Success include
  • Growth in net new investment assets in collaboration with Wealth Partners.
  • Growth in new deposits including checking, savings, and CD balances.
  • Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
  • Client satisfaction survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials
  • Bachelor's degree (preferred).
  • 3 - 5 years of banking, wealth management or other relevant equivalent experience.
  • Experience working with affluent and high net worth clients.
  • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
  • Demonstrated success in a client-centric, initiative-taking sales environment.
  • Experience establishing and maintaining relationships with clients and internal partners.
  • Knowledge of industry regulatory requirements to ensure a sound control environment.
  • Excellent written and verbal communication skills.

Hours & Work Schedule
  • Hours per Week: 40
  • Work Schedule: M-F; potential Saturday hours

Pay Transparency
The salary range for this position is $83,000 - $104,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
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About Us
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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