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Citizens · 2 months ago

Private Client Relationship Manager II

560 9th Street South, Naples, FL, 34102, US

Full-time

Onsite

Mid, Senior Level

5+ years exp

Citizens is dedicated to providing tailored advice and personalized experiences to help clients navigate their financial goals. In this role, the Private Client Relationship Manager II will engage with affluent and high-net-worth clients to offer banking and lending solutions, while collaborating with financial advisors to enhance client relationships. The position focuses on understanding client needs and facilitating opportunities for investment and lending relationships.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

Provide initial outreach to facilitate needs analysis and identify opportunities with the goal of acquiring investment and lending relationships

Utilizing experience and judgement analyze, interpret, and understand individual client profiles (internal and external data), trends and insights based on artificial intelligence

Cultivate relationships from initiating contact and conducting follow-up communications to create opportunities for referral/sales

Leverage Smart Lead data intelligence, in addition to information learned during discovery session(s) to effectively articulate 'Why Citizens' through understanding the affluent client value proposition and being able to connect your interpretation and understanding of the client’s needs to potential Citizens’ solutions

Build a comprehensive client profile, including documentation of client’s short- and long-term goals, the client’s current financial picture, as well as creating an initial gap analysis to identify potential opportunities for the client. Document all client engagements, activities, notes, and other important information utilizing the CRM tool

Transition prospects seamlessly from initial outreach to warm leads for partners

Introduce clients to appropriate colleagues across Citizens who will execute solutions to help the client meet their financial goals

Expand and maintain relationships with internal business partners

Continually build knowledge and capabilities within the industry segment and stay current with competitive trends

Qualification

Business developmentFinancial services experienceSales of banking productsInvestment product referralsCollaborative team environmentCommunication skillsTime managementOrganizational skillsSIE certificationSeries 67 license66 licenseLifeHealth Insurance licenseRegulatory knowledge

Required

Excellent written and verbal communication skills

Experience in proactive outbound sales prospecting

Excellent time management and organizational skills

Ability to work in a collaborative team environment

Business development experience with a proven track record of identifying and transitioning high quality introductions

Familiarity with sales of banking products and services required

Knowledgeable of regulatory requirements to ensure a sound control environment

High School or GED; Bachelor's Degree in Business (5+ years wealth management, relationship management, private banking, or other relevant experience, with a proven track record of success)

Certification/license: SIE required, and at least one of the three following licenses required for application: Series 6 or 7 (7 preferred), 63 (or 66), and Life and Health Insurance Licenses

Safe Act - successful completion of the required background checks and obtaining a Unique Identifier from the NMLS

Preferred

Relevant financial services experience preferred

Familiarity with consumer lending solutions

Experience with investment product referrals and sales preferred

Company

Citizens

Glassdoor3.6

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees