Key Private Bank Market Leader
Core
Directly manages the Private Banking sales team to drive business results and deliver comprehensive investment, trust, banking, and planning solutions for high-net-worth individuals and their families.
Role type
Private Bank Market Leader (Sales Team Manager)
Builds
Production sales results and client wealth management solutions for Ultra Wealth, Core Wealth, and Emerging Wealth segments.
Domain
Private Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Sales team management, prospecting and lead development, fiduciary standards compliance, trust and estate planning expertise, financial data interpretation, talent assessment and acquisition, performance management, regulatory knowledge
Preferred skills
CTFA designation, operations/client services experience, Master's Degree
Technologies
Specialized trust account management software, PC/laptop
Responsibilities
Coach and direct team sales efforts using consistent processes, maintain in-depth product and competitor knowledge, foster a learning environment for best practice sharing, participate in joint calls to enhance selling skills, manage talent assessment and acquisition, establish and track performance objectives, manage cost center and administrative requirements
Seniority
Senior, hands-on IC with management responsibilities
