Private Client Relationship Manager

$85,000 - $95,000/Yr

Webster Bank - Brookfield, CT

Full-time - Mid Level

Brookfield, CT

Credit Intermediation and Related Activities

About the position

The Private Client Relationship Manager at Webster Bank is a strategic role focused on serving affluent clients within the Consumer Bank. This position acts as a single point of contact for clients, driving growth in deposits, investment revenue, and loan balances. The role involves developing and maintaining a Private Client Banking book of business, managing relationships, and providing personalized banking solutions to meet client needs.

Responsibilities

• Serve as a single point of contact for affluent clients in the Mass Affluent segment.
• Drive deposit growth, investment revenue, and outstanding loan balances.
• Develop and maintain a Private Client Banking book of business through networking.
• Identify and solicit clients using referrals and personal contacts.
• Achieve growth targets across deposits, wealth revenue, and consumer lending.
• Utilize CRM tools to track activities and sales achievements.
• Develop comprehensive banking solutions and strategies for clients.
• Partner with Consumer Banking, Business Banking, and Wealth Management to deepen client relationships.
• Build client relationships through effective communication and problem resolution.
• Maximize team profitability by enhancing sales skills and product knowledge.
• Participate in community organizations to develop strategic partnerships.
• Ensure compliance with policies, procedures, and regulatory requirements.

Requirements

• Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private client banking.
• Proficiency in sales and service techniques including telemarketing and networking.
• Investment sales experience strongly preferred.
• FINRA Series 6/7 and state registration (63, 65, or 66) required within 7 months if not currently registered.
• Life and Health License achievement must be completed within 7 months if not currently licensed.
• Demonstrated successful sales experience in a salary plus incentive environment.
• Bachelor's degree or equivalent job-related experience.

Nice-to-haves

• Experience in managing a book of business.
• Strong networking skills and ability to build relationships.

Benefits

• Incentive compensation based on performance.
• Robust development opportunities for career growth.