Private Sales Manager
Core
Managing and developing private client relationships, acquiring new clients, and selling investment solutions.
Role type
Private Sales Manager
Builds
Investment and banking products for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
sales, negotiation, closing, client onboarding, product selection, event representation, feedback collection
Preferred skills
cross-selling, upselling, high-volume deal identification
Technologies
digital sales channels, physical sales channels, webinars
Responsibilities
Active care and development of existing private clients, proactive acquisition of new clients, accompanying clients in onboarding and product selection, closing high-volume business opportunities, representing the bank at events and webinars, preparing and conducting client presentations, providing customer feedback for product/process improvement
Seniority
Junior to Mid-level, hands-on IC