Private Wealth Advisor
1 week ago
Citizens Private Bank is seeking a talented Private Wealth Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for delivering exceptional client experiences and driving business growth.
Key Responsibilities- Manage and grow the Senior Banker's book of business, focusing on deposit, wallet share, and lending opportunities.
- Onboard new client relationships, process new account applications, and ensure compliance with regulatory requirements.
- Collaborate with Senior Bankers and specialized team members to resolve daily client needs and provide resources for sales processes.
- Support Senior Bankers in communicating with clients, logging client activity, and tracking sales reporting.
- Manage follow-up items and ad-hoc projects to ensure seamless client service.
- 7+ years of private wealth experience providing planning and advice to High Net Worth and Ultra High Net Worth clients.
- Bachelor's degree in a relevant field required.
- CFP certification or 65 exam completion within the first 120 days of employment.
Citizens is committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. We offer a supportive and collaborative work environment, access to training and tools for career growth, and a customer-centric culture built around helping our customers and giving back to our local communities.
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.
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Private Wealth Advisor
3 weeks ago
Boston, Massachusetts, United States Citizens Full timeJob OverviewCitizens 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...
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Private Wealth Advisor
2 days ago
Boston, Massachusetts, United States Citizens Full timeJob DescriptionCitizens Private Bank is seeking a talented individual to join our team as a Private Wealth Advisor. As a key member of our wealth management team, you will be responsible for providing planning and solutions to high net worth and ultra high net worth clients.Key Responsibilities:Manage a portfolio of high net worth and ultra high net worth...
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Private Wealth Advisor
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Boston, Massachusetts, United States Citizens Full timeJob SummaryCitizens Private Bank is seeking a highly skilled Private Wealth Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for providing exceptional client service and building strong relationships with high net worth individuals and families.Key ResponsibilitiesManage a portfolio of high net worth clients,...
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Private Wealth Advisor
3 weeks ago
Boston, Massachusetts, United States Citizens Full timeJob OverviewCitizens 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...
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Private Wealth Advisor
2 weeks ago
Boston, Massachusetts, United States Citizens Full timeJob OverviewCitizens Private Bank is seeking a talented Private Wealth Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for providing exceptional client service and delivering a gold glove experience to our high net worth clients.Our team manages and advises on over $20 billion in assets, offering a wide range...
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Wealth Management Advisor
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Boston, Massachusetts, United States Citizens Full timeJob Title: Private Wealth AdvisorCitizens Private Bank is seeking a Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for providing planning and solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.Responsibilities:Manage the Senior Banker's book of businessGrow the deposit, wallet share, and...
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Private Wealth Manager
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Private Wealth Manager
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Boston, Massachusetts, United States Citizens Full timeJob SummaryCitizens Private Bank is seeking a highly skilled Private Wealth Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for delivering exceptional client experiences and driving business growth.Key ResponsibilitiesManage and grow the Senior Banker's book of business, including deposit, wallet share, and...
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