Senior Private Banking Relationship Manager

WSFS Bank; Lancashire; On-site; GBP 83,000 - 136,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Life insurance

Disability insurance

FSAs

HSAs

Wellness programs

Incentive/retention awards

Parental leave

Military leave

Vacation time

Sick leave

Paid holidays

Job summary

WSFS Bank is seeking a Private Banking Relationship Manager to support our Private Wealth Management division. You will manage high-net-worth relationships and oversee selling and servicing of credit, deposits, and wealth services.

The role requires 5+ years in commercial lending, private banking, or wealth management, with Series 6/7 licenses preferred. Travel within the bank’s footprint is expected. Strong communication and client service skills are essential.

Qualifications

• Bachelor's degree in a finance-related field; CFP, CTFA, MBA, JD preferred.
• Series 6 or 7 licenses highly desired.
• Minimum 5 years of commercial lending, private banking, or wealth management experience.
• Knowledge of financial, investment, fiduciary concepts; strong knowledge of loan and deposit products.
• Must be able to travel within the Bank’s footprint to branches and wealth locations.
• Results-oriented with sales aptitude and ability to meet goals.
• Self-motivated with minimal supervision.
• Excellent interpersonal, organizational, and client service skills.
• Excellent written and oral communication; listening and presentation skills.
• Strong problem-solving ability.

Responsibilities

• Attend to private banking and wealth management clients seeking consumer and commercial loans and deposit products.
• Serve as liaison to internal partners and external centers of influence for wealth management services.
• Call on prospective clients, including professionals, to develop relationships and promote services.
• Interview customers to assess needs and determine loan terms within lending limits.
• Co-Advisor with in-house Investment Advisors for money management services.
• Stay informed on regulatory/economic trends and participate in community functions; expand knowledge.

Skills

Series 6/7 licenses

Lending experience

Wealth management

Sales aptitude

Interpersonal skills

Communication

Problem solving

Education

Finance-related degree

CFP/CTFA/MBA/JD preferred

Job description

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.

The Private Banking Relationship Manager will be responsible for supporting our Private Wealth Management division. The incumbent will primarily manage Private Banking relationships for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit, deposit products, and wealth management services.

Job Responsibilities

• Attend to the needs of private banking and wealth management customers primarily seeking consumer loans, commercial loans, lines of credit on an unsecured or secured basis, and deposit products.
• Serve as the primary liaison to internal partners in the Commercial and Consumer divisions, as well as for external centers of influence for wealth management services including investment management, financial planning, Trust, and brokerage services.
• Call on prospective clients, as well as medical, legal, tax, and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients.
• Interview customers and prospects to develop information concerning their needs and financial condition to determine whether a loan may be an acceptable risk and make decisions on loans and terms if within their own lending limits.
• Serve as Co-Advisor with in-house Investment Advisors to determine whether professional money management services are, and continue to be, appropriate for the client.
• Keep abreast of regulatory, economic, and financial market trends, the Relationship Manager will actively participate in community functions and continue to expand their knowledge in all Private Banking and wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement, and tax planning.

Minimum Qualifications

• A Bachelor’s Degree in a Finance related field. CFP, CTFA, MBA, JD is preferred.
• Series 6 or 7 licenses are highly desired.
• Must have a minimum of 5 years of commercial lending, Private Banking, or wealth management experience.
• Knowledge of key financial, investment, and fiduciary concepts along with a strong knowledge of commercial, consumer loan, and deposit products.
• Must be able to travel within the Bank’s footprint to branch and wealth management locations and visit customers.
• Results-oriented, sales aptitude with demonstrated ability to achieve organizational and business goals.
• Must be self-motivated, and able to work with minimal supervision.
• Superior interpersonal, organizational, and client service skills
• Must have excellent written and oral communication skills.
• Must have excellent listening and presentation skills.
• Must have excellent problem-solving ability.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range

$111,440.00 - $183,082.25

Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. In addition, we may offer eligible Associates discretionary and formula-based incentive and retention awards. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

Benefits

• medical coverage
• dental coverage
• vision coverage
• 401(k) plan
• life insurance
• accident insurance
• disability insurance
• flexible spending accounts (FSAs)
• health savings accounts (HSAs)
• wellness programs
• discretionary and formula-based incentive and retention awards
• paid parental leave
• military leave
• vacation and other paid time off
• sick leave in accordance with applicable state laws
• paid holidays

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [e-mail].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.