Webster Bank
Private Client Relationship Manager
Webster Bank - Glastonbury, Connecticut, us, 06033
Work at Webster Bank
Overview
- View job
Overview
Join to apply for the
Private Client Relationship Manager
role at
Webster Bank 1 week ago Be among the first 25 applicants Join to apply for the
Private Client Relationship Manager
role at
Webster Bank Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Webster Bank 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.
Key Skills/experience
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.
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.
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Webster Bank by 2x Sign in to set job alerts for “Private Client Manager” roles.
Connecticut, United States $74,100.00-$123,500.00 1 week ago West Hartford, CT $100,000.00-$275,000.00 2 weeks ago Financial Solutions Advisor - Consumer Investments -Pioneer Valley/Northern CT Market
Windsor, CT $70,000.00-$80,000.00 1 day ago US Seasonal Tax-Financial Services Organization-Private Client Services- Manager
Senior Regional Director, Wealth Management
Hartford County, CT $120,000.00-$300,000.00 2 days ago East Hartford, CT $50,000.00-$125,000.00 1 week ago Licensed Practical Nurse Private Duty PRN
Regional Director, Experienced Advisor Recruitment and Business Development
Sr Financial Consultant, Market Insights & Strategic Initiatives
Hartford, CT $71,900.00-$118,700.00 22 hours ago US Seasonal Tax-Private Client Services Senior Manager
Hartford, CT $60,000.00-$110,000.00 1 month ago Financial Solutions Advisor - Consumer Investments - Southern CT. Market
Cheshire, CT $65,000.00-$80,000.00 4 days ago Merrill Financial Solutions Advisor - Central Shoreline CT Market
Farmington, CT $75,000.00-$85,000.00 1 week ago Licensed Practical Nurse Private Duty PRN
Windsor, CT $141,300.00-$185,400.00 1 month ago Hartford, CT $150,000.00-$220,000.00 2 weeks ago Financial Solutions Advisor - Consumer Investments - Southeast CT. Market
Wallingford, CT $70,000.00-$80,000.00 1 week ago Senior Financial Consultant - Personal Insurance
Hartford, CT $71,900.00-$118,700.00 1 month ago College Financial Representative, Internship Program Fall 2025 (PAID)
Financial Solutions Advisor - Consumer Investments -Pioneer Valley/Northern CT Market
West Hartford, CT $70,000.00-$80,000.00 13 hours ago Newington, CT $45,000.00-$100,000.00 2 days ago Hartford, CT $75,000.00-$100,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Private Client Relationship Manager
role at
Webster Bank 1 week ago Be among the first 25 applicants Join to apply for the
Private Client Relationship Manager
role at
Webster Bank Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Webster Bank 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.
Key Skills/experience
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.
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.
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Webster Bank by 2x Sign in to set job alerts for “Private Client Manager” roles.
Connecticut, United States $74,100.00-$123,500.00 1 week ago West Hartford, CT $100,000.00-$275,000.00 2 weeks ago Financial Solutions Advisor - Consumer Investments -Pioneer Valley/Northern CT Market
Windsor, CT $70,000.00-$80,000.00 1 day ago US Seasonal Tax-Financial Services Organization-Private Client Services- Manager
Senior Regional Director, Wealth Management
Hartford County, CT $120,000.00-$300,000.00 2 days ago East Hartford, CT $50,000.00-$125,000.00 1 week ago Licensed Practical Nurse Private Duty PRN
Regional Director, Experienced Advisor Recruitment and Business Development
Sr Financial Consultant, Market Insights & Strategic Initiatives
Hartford, CT $71,900.00-$118,700.00 22 hours ago US Seasonal Tax-Private Client Services Senior Manager
Hartford, CT $60,000.00-$110,000.00 1 month ago Financial Solutions Advisor - Consumer Investments - Southern CT. Market
Cheshire, CT $65,000.00-$80,000.00 4 days ago Merrill Financial Solutions Advisor - Central Shoreline CT Market
Farmington, CT $75,000.00-$85,000.00 1 week ago Licensed Practical Nurse Private Duty PRN
Windsor, CT $141,300.00-$185,400.00 1 month ago Hartford, CT $150,000.00-$220,000.00 2 weeks ago Financial Solutions Advisor - Consumer Investments - Southeast CT. Market
Wallingford, CT $70,000.00-$80,000.00 1 week ago Senior Financial Consultant - Personal Insurance
Hartford, CT $71,900.00-$118,700.00 1 month ago College Financial Representative, Internship Program Fall 2025 (PAID)
Financial Solutions Advisor - Consumer Investments -Pioneer Valley/Northern CT Market
West Hartford, CT $70,000.00-$80,000.00 13 hours ago Newington, CT $45,000.00-$100,000.00 2 days ago Hartford, CT $75,000.00-$100,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr