About the Company
Our company is an innovative and regulated Fintech startup that aims to shape the global financial industry; you will be part of the founding team.
Role Description
The Private Banking Sales Manager will be responsible for driving sales and business development efforts targeted at High-Net-Worth Individuals (HNWIs). This role requires a deep understanding of wealth management products and services, as well as the ability to build and maintain strong client relationships within the private banking sector.
Responsibilities:
- Develop and execute strategic sales plans to acquire and grow the HNWI client base.
- Identify and pursue new business opportunities with affluent individuals through proactive prospecting and networking.
- Build and maintain strong, long-lasting relationships with HNWIs, acting as their trusted advisor.
- Understand clients financial goals and tailor personalized wealth management solutions accordingly.
- Lead efforts to expand market share and increase revenue within the private banking segment.
- Develop and deliver compelling presentations and proposals that highlight our tailored banking and investment services.
- Stay informed about industry trends, regulatory developments, and competitive landscape affecting HNWIs.
- Deep understanding of wealth management products, including investments, estate planning, and private banking services.
- Track, analyze, and report on sales performance metrics and KPIs related to private banking clients.
- Provide regular updates and forecasts to management regarding sales pipeline, revenue projections, and market insights.
Requirements Experience:
- Bachelor's degree in Business Administration, Finance, Economics, or a related field (Master's degree preferred).
- Proven track record of success in sales within the financial services industry, with a focus on serving HNWIs.
- Strong understanding of wealth management principles, investment products, and financial markets.
- Excellent communication, negotiation, and presentation skills.
- Ability to work independently and collaboratively in a competitive and dynamic environment.
