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- Tasks: Manage relationships with affluent clients and drive financial growth.
- Company: Webster Bank, a leading commercial bank focused on people and community.
- Benefits: Enjoy robust development opportunities and a supportive work culture.
- Why this job: Make a meaningful impact while expanding your career potential in finance.
- Qualifications: Experience in financial services and strong sales skills required.
- Other info: FINRA licenses preferred; remote work options may be available.
The predicted salary is between 36000 - 60000 £ per year.
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
The Private Client Relationship Manager is a strategic role within the Consumer Bank. Primary responsibilities include serving as a single point of contact for clients, driving deposit growth, investment revenue and outstanding loan balances for clients in the Mass Affluent segment (Investable assets between $500M and 3MM).
Key responsibilities:- Act as single point of contact for a select group of affluent clients using the defined sales process.
- Develop and maintain a Private Client Banking book of business through an extensive network of business contacts; manage relationships with affluent clients, prospects, and introduction sources.
- Identify and solicit clients using referrals, personal contacts, centers of influence and existing clients.
- Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending.
- Utilize lead calling lists and track individual and Banking Center activities and sales achievement on Salesforce to generate revenue and grow book of business.
- Develop comprehensive and personalized banking solutions & strategies to meet the needs of clients.
- Partner with the Consumer Banking, Business Banking, and Webster Investment Services to grow, retain and deepen client relationships.
- Build client relationships utilizing methods outlined in our playbooks; responsible for relationship review, problem resolution, presentation of solutions and interpretation of numbers, trends, and data to make effective decisions.
- Maximize team profitability by working to enhance sales skills and product knowledge in the Banking Center.
- Participate in outside organizations and the community in order to develop strategic partnerships and alliances; analyze current and future competitors.
- Ensure compliance with all policies, procedures and regulatory requirements and manage operational risks.
- Observe security policies in accessing, securing, and protecting confidential and sensitive client information.
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) required. Life and Health Licenses strongly preferred. Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Bachelor’s degree preferred or equivalent job-related experience.
Private Client Relationship Manager employer: Webster Bank
Contact Detail:
Webster Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Relationship Manager
✨Tip Number 1
Network actively within the financial services industry. Attend local events, seminars, or workshops where you can meet potential clients and industry professionals. Building relationships in person can significantly enhance your chances of being referred to affluent clients.
✨Tip Number 2
Familiarise yourself with Webster Bank's values and mission. During interviews or networking opportunities, demonstrate how your personal values align with theirs. This will show that you're not just looking for a job, but are genuinely interested in contributing to their culture.
✨Tip Number 3
Leverage social media platforms like LinkedIn to connect with current employees at Webster Bank. Engage with their posts and share relevant content to increase your visibility. This can help you get noticed and may lead to valuable insights about the role.
✨Tip Number 4
Prepare to discuss specific strategies for client relationship management during interviews. Think about how you would approach building a book of business and be ready to share examples from your past experiences that highlight your sales skills and client management techniques.
We think you need these skills to ace Private Client Relationship Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Private Client Relationship Manager. Familiarise yourself with the key skills required, such as relationship management, sales techniques, and financial services experience.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services, particularly in client relationship management and sales. Use specific examples that demonstrate your ability to meet growth targets and develop banking solutions.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of Webster Bank's values and how your personal values align with them. Emphasise your passion for client service and your track record in achieving sales goals.
Highlight Relevant Qualifications: Ensure you mention any relevant qualifications, such as FINRA Series 6/7 or Life and Health Licenses, in your application. If you have a Bachelor’s degree or equivalent experience, make it prominent in your CV.
How to prepare for a job interview at Webster Bank
✨Understand the Company Values
Before your interview, make sure you’re familiar with Webster Bank's core values: Integrity, Collaboration, Accountability, Agility, Respect, and Excellence. Be prepared to discuss how these values resonate with your own experiences and how you can embody them in your role as a Private Client Relationship Manager.
✨Showcase Your Sales Experience
Since this role heavily focuses on driving deposit growth and managing client relationships, be ready to share specific examples of your past sales achievements. Highlight your experience in the financial services industry, particularly in private client banking or investment sales, and how you've successfully met or exceeded sales targets.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving skills and ability to manage client relationships. Think of situations where you had to resolve conflicts, develop tailored banking solutions, or leverage your network to gain new clients. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Demonstrate Your Networking Skills
Networking is crucial for this position, so be prepared to discuss how you’ve built and maintained professional relationships in the past. Share strategies you’ve used to identify and solicit clients through referrals and personal contacts, and how you plan to expand your network to benefit Webster Bank.
