Private Client Relationship Manager II - 810 7th Ave. ...
RBS Citizens - New York City, NY
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DescriptionThe 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 intelligenceCultivate relationships from initiating contact and conducting follow-up communications to create opportunities for referral/salesLeverage 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 trendsRequired Experience:Excellent written and verbal communication skillsExperience in proactive outbound sales prospectingExcellent time management and organizational skillsAbility to work in a collaborative team environmentBusiness development experience with a proven track record of identifying and transitioning high quality introductionsRelevant 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: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 LicensesSafe Act - successful completion of the required background checks and obtaining a Unique Identifier from the NMLSPay TransparencyThe salary range for this position is $70,040 - $116,750 plus anopportunity to earnadditional incentive earnings. Actual pay is based on variousfactorsincluding but not limited to the work location, and relevant skills andexperience.We offer competitive pay, comprehensive medical, dental and visioncoverage, retirement benefits, maternity/paternity leave, flexible workarrangements, education reimbursement, wellness programs and more.Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paidtime-away policy of very local and state jurisdiction in the United States. Foran overview of our benefits, visit 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 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 EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Bloomberg Gender Equality Index, Standout DiversityIncTop Regional Company for Diversity Forbes America's Best Large Employers FORTUNE's World's Most Admired Companies The Banker's Bank of the Year Dave Thomas Foundation for Adoption Top 100 Best Adoption-Friendly Workplace Disability Equality Index Best Places to Work for Disability Inclusion Human Rights Campaign Best Places to Work for LGBTQ Equality 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. Citizens is committed to ensuring that all interested candidates can successfully participate in our recruitment process. If you are an individual with a disability or require a reasonable accommodation, please see our Job Seeker Help policy. -
Created: 2024-05-04