Senior Private Client Sales Manager

val's services; Town of Florida (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

val's services is seeking a Senior Private Client Sales Manager to lead high-net-worth client relationships and deliver tailored banking, lending, and wealth solutions. You will build and coach a team, drive client growth, and collaborate across departments to provide integrated advisory services.

The ideal candidate has a strong track record in private banking or wealth management, advanced credit knowledge, and FINRA licenses. A client-centric approach and local referrals are emphasized.

Qualifications

• Bachelor's degree required in finance, business, or related field.
• Extensive experience in private banking or wealth management.
• Advanced credit knowledge and regulatory awareness.
• Strong relationship management and leadership skills.
• FINRA licenses and applicable insurance licenses required.

Responsibilities

• Grow deposits, loans, and fee income.
• Maintain community presence to generate referrals.
• Stay informed on market trends to guide strategy.
• Ensure regulatory and internal compliance.
• Lead, recruit, and coach private banking teams.

Skills

Relationship management

Team leadership

Business development

Financial advisory

Education

Bachelor's degree

Job description

Summary

The Private Client Sales Manager develops and manages high-net-worth client relationships, providing tailored banking, lending, and wealth solutions through a team-based approach. They drive sales success by leading, recruiting, and coaching private banking teams, while expanding a portfolio of affluent clients via proactive outreach and personalized financial advice. Serving as a trusted advisor, they understand clients' financial goals and recommend comprehensive solutions including credit, deposits, investments, and insurance, collaborating across departments to deliver integrated services. Key responsibilities include managing growth in deposits, loans, and fee income, maintaining community presence for referrals, staying informed on market trends, and ensuring compliance. Qualifications include a bachelor's degree, extensive experience in private banking or wealth management, advanced credit knowledge, and strong relationship management skills. Certifications such as FINRA licenses and applicable insurance licenses are required. The role emphasizes leadership, strategic development, and a client-centric mindset to meet organizational goals.