oraclecloudinfrastructure
The Private Client Relationship Manager at Citizens engages directly with affluent and high-net-worth clients to exceed their expectations through long-term thinking and collaboration. The role involves acquiring and onboarding new clients, growing net deposits, investments, and lending balances, and deepening client relationships through proactive engagements. The position requires partnering with Wealth Financial Advisors and Certified Financial Planners to help clients achieve their financial goals.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for oraclecloudinfrastructure.
Citizens Private Client Relationship Manager (PCRM)
HCGN
Citizens Private Client Relationship Manager (PCRM)
Oracle
Citizens Private Client Relationship Manager (PCRM)
Oracle
Citizens Private Client Relationship Manager (PCRM)
Oracle
Citizens Private Client Relationship Manager (PCRM)
Oracle
Citizens Private Client Relationship Manager (PCRM)
Oracle