Private Client Sales Manager

About the role

The Private Client Sales Manager is responsible for developing and managing relationships with affluent and high-net-worth clients, providing comprehensive banking, lending, and wealth management solutions.

Responsibilities

• Lead and drive a high-performing private client team, executing strategic initiatives aligned with organizational goals.
• Recruit, mentor, and coach team members to foster professional growth and client-focused service.
• Manage a portfolio of high-value clients, deepening relationships and acquiring new clients through personalized solutions.
• Act as a trusted advisor by understanding clients' financial goals and needs, recommending tailored credit, deposit, investment, insurance, and wealth planning solutions.
• Lead complex credit structuring and client conversations with advanced credit knowledge.
• Collaborate with cross-functional partners to deliver an integrated client experience.
• Drive revenue growth through deposits, loans, and fee income, achieving sales and retention targets.
• Maintain community presence to generate referrals and develop new relationships.
• Monitor client portfolios for financial changes, ensuring compliance and managing risk.
• Act as a culture champion and mentor, promoting teamwork and organizational values.
• Coordinate with leadership to support strategic initiatives.
• Supervise team members, ensure regulatory compliance, and collaborate closely with leadership to execute strategic plans.

Qualifications

• Bachelor’s degree.
• Minimum 15 years in financial services, with private banking, wealth management, or commercial banking experience.
• Proven ability to manage high-net-worth client relationships and structure complex lending solutions.
• Strong knowledge of deposit, credit, and investment products.
• FINRA Series 6 or 7, 66 (or 63 and 65), and applicable insurance licenses (Life, health, Variable).

Skills

• Excellent interpersonal, presentation, and relationship management skills.
• Proficiency in Microsoft Office and CRM tools.
• Advanced credit knowledge and experience.