Private Client Relationship Manager

1 week ago

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

**About Webster Bank**

Webster Bank is a leading commercial bank that has been serving its clients and communities since 1935. Our focus has always been on putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals.

**Our Values**

We are guided by our core values of Integrity, Collaboration, Accountability, Agility, Respect, and Excellence. These values set us apart as a bank and as an employer, and we are passionate about living them every day.

**Job Summary**

We are seeking a highly skilled and experienced Private Client Relationship Manager to join our team. As a key member of our banking team, you will play a critical role in creating an extraordinary client experience and helping our banking centers achieve their sales objectives.

**Key Responsibilities**

  • **Client Relationship Management**: 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.
  • **Business Development**: Identify and solicit clients using referrals, personal contacts, centers of influence, and existing clients to achieve growth targets for your assigned book of business.
  • **Sales and Service**: 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.
  • **Partnerships and Alliances**: Partner with Consumer Banking, Business Banking, and Wealth Management to grow, retain, and deepen client relationships.
  • **Operational Risk Management**: Ensure compliance with all policies, procedures, and regulatory requirements, and manage operational risks.

**Requirements**

  • 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 strongly preferred.
  • FINRA Series 6/7, state registration (including 63, 65, or 66 if required) 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.

**Equal Employment Opportunity**

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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