Private Banking Sales & Relationship Trainer

Wall Street Prep; New York (NY); On-site; USD 74,000 - 148,000; Part time

Benefits offered by this job

Travel covered

Paid professional development

Train-the-Trainer program

Networking opportunities

Client-facing training experience

Job summary

Wall Street Prep seeks a Private Banking Instructor to design and deliver practical training for private banking and wealth management professionals, from induction to advanced accreditation. You will translate industry experience into engaging instruction on prospecting, discovery, solution presentation, and long-term relationship management.

The role emphasizes lead facilitation for private banking programs, strengthening advisory and interpersonal skills for high-net-worth clients, and

Qualifications

• Significant firsthand experience as a private banker, relationship manager, wealth advisor, or similar client-facing professional serving HNW/UHNW clients.
• Working knowledge of discretionary and advisory portfolio management, wealth planning, trusts, and related services.
• Fluency in consultative and needs-based selling approaches (SPIN Selling, Challenger Sale, etc.).
• Strong relationship-management, negotiation, cross-selling, and client-retention capabilities.
• Bachelor’s degree required; MBA or professional designation preferred but not required.

Responsibilities

• Deliver live in-person and virtual training seminars to private banks and wealth managers, covering prospecting, needs discovery, solution presentation, and long-term relationship management.
• Collaborate on curriculum development, including designing agendas, learning outcomes, case studies, role plays, and assessments.
• Edit and update training materials to stay relevant with current industry practice.
• Develop blended learning materials for audiences from new hires to senior relationship managers and desk heads.
• Coach participants through realistic client scenarios and ensure ethical, compliant sales practices.

Skills

Private banking

Relationship management

Prospecting & pitching

Public speaking / coaching

Compliance mindset

Education

Bachelor's degree

MBA or professional designation preferred

Job description

Wall Street Prep seeks a Private Banking Instructor to design and deliver practical training for private banking and wealth management professionals, from induction to advanced accreditation. You will translate industry experience into engaging instruction on prospecting, discovery, solution presentation, and long-term relationship management.

The role emphasizes lead facilitation for private banking programs, strengthening advisory and interpersonal skills for high-net-worth clients, and