Private Wealth Advisor

Company: Citizens
Location: Boston
Posted on: September 30, 2024

Job Description:

Seeking experienced private wealth professional to manage senior banker's book of business, drive growth, and deliver exceptional client experience.
Citizens Private Bank is a leading wealth management firm with over $20 billion in assets under management. We're looking for a talented individual with a proven track record of delivering exceptional client experiences and driving business growth.
As a key member of our team, you'll work closely with senior bankers to identify cross-sell opportunities, develop business strategies, and provide exceptional client service. You'll be responsible for managing the senior banker's book of business, growing deposits and lending, and driving new client acquisition.
Key responsibilities include:

• 
  
• Managing the senior banker's book of business, including day-to-day management and growth strategies.
  
• Identifying and pursuing cross-sell opportunities to drive business growth.
  
• Developing and executing business strategies to drive new client acquisition and retention.
  
• Providing exceptional client service, including new client onboarding and account management.
  
• Collaborating with senior bankers and specialized team members to resolve client needs and drive business growth.
  
  Qualifications:
  
  • 
    
  • 7+ years of private wealth experience providing planning and advice to high net worth and ultra-high net worth clients.
    
  • Bachelor's degree preferred and CFP certification.
    
    Hours and Work Schedule:
    
    • 
      
    • 40 hours per week.
      
    • Varying work schedule.
      
      Citizens Private Bank is an equal employment opportunity employer and values diversity, equity, and inclusion. We're committed to creating a workplace where everyone feels valued, respected, and empowered to succeed.
      We're a customer-centric organization that's dedicated to helping our clients achieve their financial goals. If you're a motivated and experienced professional who's passionate about delivering exceptional client experiences, we'd love to hear from you.
      Background checks are required for all new hires. We're committed to ensuring the safety and security of our clients and employees.
      

Keywords: Citizens, Salem , Private Wealth Advisor, Other , Boston, Massachusetts