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Private Client Relationship Manager II - Naples, FL

Naples, USA
Closing date
Jul 16, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals.

As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's 'what-ifs' and prepare them to leave a legacy. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's relationship across Citizens.
  • 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

Required Experience
  • 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
  • Relevant financial services experience preferred.
  • Familiarity with consumer lending solutions.
  • Familiarity with sales of banking products and services required.
  • Experience with investment product referrals and sales preferred.
  • Knowledgeable of regulatory requirements to ensure a sound control environment.

Qualifications, Education, Certifications and/or Other Professional Credentials
  • 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

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check

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. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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