Private Client Sales Manager

About the role

The Private Client Sales Manager develops and manages relationships with high-net-worth clients, providing comprehensive banking, lending, and wealth solutions through a team-based approach. They drive sales, lead and coach private banking teams, and deepen client relationships by understanding their financial goals and offering tailored advice. The role involves supervising team members, ensuring compliance, and supporting strategic initiatives to meet organizational goals. The position emphasizes leadership, client service excellence, and collaboration to foster growth and retention.

Responsibilities

• Manage high-value portfolios
• Recommend customized credit, deposit, investment, and insurance solutions
• Collaborate with cross-functional partners to deliver integrated service
• Develop and manage relationships with high-net-worth clients
• Provide comprehensive banking, lending, and wealth solutions through a team-based approach
• Drive sales
• Lead and coach private banking teams
• Deepen client relationships by understanding financial goals and offering tailored advice

Qualifications

• Bachelor’s degree
• Extensive experience in financial services
• FINRA Series 6/7 and 66 licenses
• Applicable insurance licenses
• Proven track record in managing affluent client relationships
• Advanced credit structuring skills
• Strong interpersonal and relationship management abilities
• Leadership, client service excellence, and collaboration skills