Wealth Management Professional

4 days ago


Boston, Massachusetts, United States Citizens Full time

Citizens Private Bank is looking for a skilled Wealth Management Professional to manage the financial well-being of ultra-high net worth (UHNW) clients. As a key member of our team, you will work closely with internal teams to deliver exceptional wealth management services.

This role requires a strong ability to understand client financial objectives, risk tolerance, and long-term goals. You will assist in creating and implementing bespoke wealth management strategies that address the complex needs of UHNW clients.

Responsibilities:

  • Client Onboarding: Ensuring a seamless onboarding process for new UHNW clients, including setting clear expectations and developing tailored wealth management plans.
  • Wealth Strategy Implementation: Collaborating with the Senior Wealth Advisor and internal teams to implement wealth management strategies, ensuring alignment with client goals and risk tolerance.
  • Relationship Building: Building and maintaining strong, lasting relationships with UHNW clients, leveraging your expertise to provide value-added services.

Qualifications:

  • Bachelor's degree in Finance, Economics, or a related field (CFP preferred or Series 65).
  • 5+ years of experience in wealth management, financial planning, or a related field, with a focus on UHNW clients.
  • Strong knowledge of investment products, estate planning strategies, and tax optimization for UHNW individuals.
  • Excellent communication and interpersonal skills with the ability to build trust and rapport with UHNW clients.
  • Proven track record in business development and client relationship management.

Estimated Salary: $120,000 - $180,000 per year.



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