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Private Wealth Advisor

2 months ago

Boston, Massachusetts, United States Citizens Full time
Job Overview

Citizens Private Bank is seeking a highly skilled Private Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our senior bankers.

Key Responsibilities:

  • Manage the day-to-day activities of the senior banker's book of business.
  • Grow the deposit and lending business on behalf of the senior banker.
  • Develop and implement strategies to drive new client acquisition and retention.
  • Provide support to the senior banker in resolving client needs and resolving daily client issues.
  • Collaborate with the senior banker and specialized team members to develop pitch books, performance books, and other client and prospect needs.

Requirements:

  • 7+ years of private wealth experience providing planning/solutions and advice to high net worth and ultra-high net worth clients.
  • Bachelor's degree preferred and CFP certification.

Why Work for Citizens:

Citizens is a customer-centric organization that values diversity, equity, and inclusion. We offer a supportive and collaborative work environment, with access to training and tools to accelerate your career growth. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

Equal Employment Opportunity:

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values and respects the contributions of all employees.