Private Client Sales Manager

Role Overview Develop and manage a high-net-worth client portfolio, providing tailored banking, lending, and wealth solutions. Lead and coach a private banking team, fostering growth and client-centric service. Key Responsibilities Drive sales success through strategic initiatives and team leadershipManage and expand client relationships via proactive outreach and personalized financial adviceServe as a trusted advisor, understanding client needs and recommending solutions across credit, deposits, investments, and insuranceCollaborate with cross-functional partners to deliver integrated services and enhance client experienceMonitor portfolios, ensure regulatory compliance, and stay informed on market trendsMentor team members, embodying a collaborative culture and organizational values Qualifications & Skills Bachelor’s degree requiredMinimum 15 years of experience in financial services, with expertise in private banking, wealth management, or commercial bankingProven ability to manage high-net-worth client relationships and structure complex credit solutionsStrong interpersonal, presentation, and relationship management skillsProficiency in Microsoft Office and CRM toolsAdvanced credit knowledge and understanding of deposit, credit, and investment products Certifications & Licenses FINRA Series 6 or 7, 66 (or 63 and 65 in lieu of 66), and applicable insurance licenses (Life, health, Variable) Overall, this role involves leading a private client team, managing high-net-worth relationships, delivering customized financial solutions, and ensuring regulatory compliance, with a focus on growth, client service excellence, and team development.