Private Client Relationship Manager II

4 days ago

Naples, Florida, United States Citizens Full time
About the Role

Citizens is seeking a Private Client Relationship Manager II to deepen relationships with affluent and high-net-worth clients by collaborating with peers across banking, lending, and investing. As part of the Core Banking Division, this role will engage directly with clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues.

Key Responsibilities
  • Provide initial outreach to facilitate needs analysis and identify opportunities with the goal of acquiring investment and lending relationships.
  • Build a comprehensive client profile, including documentation of clients short- and long-term goals, the clients current financial picture, as well as creating an initial gap analysis to identify potential opportunities for the client.
  • Transition prospects seamlessly from initial outreach to warm leads for partners.
  • Expand and maintain relationships with internal business partners.
  • Continually build knowledge and capabilities within the industry segment and stay current with competitive trends.
Requirements
  • 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, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
  • At least two licenses required; additional licenses can be obtained within a specific timeframe upon hire.
  • Safe Act - successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
Work Schedule
  • Hours per Week: 40.
  • Work Schedule: M-F.

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