Private Client Sales Manager

About the role

The Private Client Sales Manager oversees a portfolio of high-net-worth clients, providing tailored banking, lending, and wealth management solutions. They lead and develop a private banking team, fostering professional growth and a client-focused culture. The role involves managing client relationships through proactive outreach, understanding financial goals, and recommending customized credit, deposit, investment, insurance, and planning solutions. They serve as a trusted advisor, structuring complex credit solutions and collaborating with cross-functional partners to deliver integrated services.

Responsibilities

• Drive growth through deposits, loans, and fee income
• Maintain community presence for referrals
• Ensure compliance with regulations
• Structure complex credit solutions
• Collaborate with cross-functional partners to deliver integrated services
• Manage client relationships through proactive outreach
• Understand clients' financial goals and recommend customized credit, deposit, investment, insurance, and planning solutions
• Serve as a trusted advisor to high-net-worth clients
• Lead and develop a private banking team
• Foster professional growth and a client-focused culture
• Supervisory duties including hiring, coaching, and performance evaluation of team members

Requirements

• Bachelor's degree
• Extensive financial industry experience
• Relevant licenses
• Strong interpersonal skills
• Advanced credit knowledge
• Experience managing affluent clients