Private Client Sales Manager
RG&T Solutions · Palm Beach, FL · 1 mo ago
SalesFull-time
About the role
The Private Client Sales Manager develops and manages a portfolio of high-net-worth clients, providing tailored banking, lending, and wealth management solutions. This role involves leading and coaching a private banking team, driving sales growth, and ensuring exceptional client service through proactive outreach and personalized advice. The role emphasizes leadership, strategic planning, and community engagement to foster growth and client satisfaction.
Responsibilities
- Deepen client relationships
- Structure complex credit solutions
- Collaborate with cross-functional partners
- Maintain compliance
- Lead and coach a private banking team
- Drive sales growth
- Ensure exceptional client service through proactive outreach and personalized advice
Qualifications
- Bachelor’s degree
- Extensive experience in private banking or wealth management
- Advanced credit knowledge
- Strong relationship management skills
- FINRA Series 6 or 7 certification
- Applicable insurance licenses