Private Client Relationship Manager

1 month ago

Mona Vale, New South Wales, Australia Webster Bank Full time
Key Responsibilities

As a Private Client Relationship Manager, you will play a crucial role in achieving sales and service goals across multiple banking centers. You will be responsible for creating an extraordinary client experience and helping the Banking Centers you are assigned to achieve their sales objectives.

Primary Responsibilities
  • Act as a single point of contact for a select group of affluent clients, using a defined sales process to develop and maintain a Private Client Banking book of business.
  • Identify and solicit clients using referrals, personal contacts, centers of influence, and existing clients to achieve growth targets for your assigned book of business.
  • Utilize lead calling lists and track individual and Banking Center activities and sales achievement on Webster's CRM tool to generate revenue and grow book of business.
  • Partner with Consumer Banking, Business Banking, and Wealth Management to grow, retain, and deepen client relationships.
  • Maximize team profitability by working to enhance sales skills and product knowledge in the Banking Center.
  • Ensure compliance with all policies, procedures, and regulatory requirements and manage operational risks.
Requirements

To be successful in this role, you will need:

  • At least 6 years of financial services industry experience in one or a combination of corporate, consumer, mortgage, investments, brokerage, or private client banking.
  • Proficiency in sales and service techniques, including telemarketing, book of business management, prospecting, and networking.
  • Investment sales experience is strongly preferred.
  • FINRA Series 6/7, state registration (including 63, 65, or 66 if required) is strongly preferred. If unlicensed, must be completed within 12 months of starting.
  • Life and Health Licensed.
  • Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
  • Bachelor's degree or equivalent job-related experience.

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