Private Client Relationship Manager

2 weeks ago

Bristol, Connecticut, United States Webster Bank Full time
Job Title: Private Client Relationship Manager

At Webster Bank, we are seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Banking group, you will be responsible for building and maintaining relationships with affluent clients, identifying and soliciting new business opportunities, and developing comprehensive banking solutions to meet their needs.

Key Responsibilities:
  • Act as a single point of contact for a select group of affluent clients, utilizing the 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 the Consumer Banking, Business Banking, and Wealth Management teams to grow, retain, and deepen client relationships.
  • Maximize team profitability by working to enhance sales skills and product knowledge in the Banking Center.
Requirements:
  • At least 6 years of financial services industry experience in one or a combination of the following areas: 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.
Compensation:

The estimated salary range for this position is $85,000.00 to $95,000.00 USD annually. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

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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