Private Client Sales Manager
About the role
The Private Client Sales Manager is responsible for developing and managing relationships with high-net-worth clients, providing comprehensive balance sheet advice, and leading a team of bankers to deliver tailored banking, lending, and wealth solutions. This role involves driving sales, expanding client portfolios through proactive outreach, and serving as a trusted financial advisor by understanding clients' financial goals. The manager collaborates with cross-functional teams to offer integrated services and ensures compliance with regulatory policies. Key duties include recruiting, coaching, and leading team members, managing client portfolios, and promoting growth in deposits, loans, and fee income. The role requires strong credit expertise, superior relationship management skills, and a proven track record with affluent clients.
Qualifications
- Bachelor's degree
- At least 15 years of experience in financial services, ideally in private banking, wealth management, or commercial banking
- Proven ability to manage high-net-worth client relationships
- Advanced credit skills and experience structuring complex lending solutions
- Strong knowledge of deposit, credit, and investment products
- Excellent interpersonal, presentation, and relationship management skills
- Proficiency in Microsoft Office and CRM tools
- Compliance with SAFE Act requirements is mandatory
Responsibilities
- Lead sales efforts and execute strategic initiatives to meet financial goals
- Recruit, develop, and coach team members to foster professional growth and client focus
- Manage and expand high-value client portfolios through relationship deepening and new client acquisition
- Act as a trusted advisor, delivering customized financial solutions and structuring complex credit and banking deals
- Collaborate with credit, trust, mortgage, planning, and insurance partners for integrated client service
- Drive growth in deposits, loans, and fee income while maintaining client retention
- Maintain community presence to generate referrals and build relationships
- Monitor client portfolios for financial changes and ensure regulatory compliance
- Mentor peers and promote a collaborative team culture aligned with organizational values
- Support strategic development in partnership with leadership