PRIVATE CLIENT RELATIONSHIP MANAGER
Company: Citizens
Location: Fort Lauderdale
Posted on: October 8, 2024
Job Description:
DescriptionAt 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.Our mission
is to help clients, colleagues and communities reach their
potential. We do this through our distinguished client-centric
culture, having a mindset of continuous improvement and always
enhancing our excellent capabilities. Citizens is the bank that
stands and grows with its clients. As part of the Core Banking
Division, Citizens Private Client provides personalized, world
class financial planning and advice to help clients achieve their
financial goals. We do this through creating a culture of
continuous coaching, professional development and ongoing practice
management support.As a Citizens Private Client Relationship
Manager, you 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, 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.As a Private Client Relationship
Manager, you will be responsible for acquiring, broadening,
deepening and retaining affluent and high-net-worth relationships.
You will do this by proactively engaging these clients on a regular
basis in deep discovery conversations and delivering a
best-in-class client experience. Leading with financial planning
requires you to offer our full value proposition and allows the
client to utilize those personalized financial solutions that
address their specific financial needs.Primary responsibilities
include
- Acquire qualified, new-to-wealth relationships through leads
and by developing internal and external referral sources to
introduce to the Private Client value proposition
- Perform regular, proactive outreach to manage, deepen and
retain the relationships, creating remarkable experiences
- Conduct thorough discovery to understand family dynamics, goals
and objectives and current financial situation, becoming the
client's trusted relationship manager
- Engage with Certified Financial Planners and Financial Advisors
to create and analyze the client's financial plan and strategize on
how to present the breadth of Citizens solutions across banking,
lending, and partner with the Advisor for investments to help
clients reach their financial goals
- Introduce appropriate opportunities to segment partners, based
on their financial goals, including but not limited to Financial
Advisor, Wealth Advisor, Home Loan Officer, Small Business
Partners, etc.
- Provide regular, value-added engagement with clients of the
Private Client Group: high-touch, face-to-face or virtual meetings,
consistent communication, access to financial education materials,
etc.
- Leverage Salesforce CRM tool to document client interactions in
detail
- Build an activity-based business development plan centered
around proactive outreach and follow-up behaviorsQualifications,
Education, Certifications and/or Other Professional Credentials
- Bachelor's degree (preferred) or 3-5 years relevant equivalent
experience
- 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 time period upon hire.
- Demonstrated success in a client-centric, proactive sales
environment.
- Experience in cultivating relationships
- Success in new client acquisition, cultivating and maintaining
relationships through exceptional service, and revenue generation,
including but not limited to: Planning/banking/lending product
referrals and sales and investment referrals.
- Experience establishing and maintaining relationships with
clients and internal partners.
- Excellent written and verbal communication skills
- Knowledge of industry regulatory requirements to ensure a sound
control environment.Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: M-FSome 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 OpportunityAt Citizens, we are
committed to fostering an inclusive culture that enables colleagues
to bring their best selves to work every day. 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 EmployerCitizens
is a brand name of Citizens Bank, N.A. and each of its respective
affiliates.Why Work for UsAt 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 growthBackground CheckAny 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.11/18/2024
Keywords: Citizens, Delray Beach , PRIVATE CLIENT RELATIONSHIP MANAGER, Executive , Fort Lauderdale, Florida
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