Private Client Sales Manager
Vetted 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.
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
Skills
- Leadership
- Strategic planning
- Community engagement