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About the Role
As a Private Banking Instructor specializing in sales and relationship management, you will design and deliver practical, client-facing skills training for private banking and wealth management professionals. You will translate firsthand industry experience into engaging instruction on prospecting, needs discovery, solution presentation, and long-term relationship management.
Responsibilities
- Serve as a lead facilitator for private banking and wealth management training programs
- Help professionals strengthen commercial, advisory, and interpersonal skills required to serve high-net-worth and ultra-high-net-worth clients
- Enhance presentation and coaching skills, expand professional network, and establish yourself as a thought leader in private banking education
- Deliver live in-person and virtual training seminars covering prospecting, consultative discovery, solution presentation, relationship management, fee and negotiation conversations, and trusted-advisor behaviors
- Collaborate on curriculum development, including designing workshop agendas, learning outcomes, case studies, role plays, and assessments
- Edit and update training materials to ensure relevance, accuracy, and alignment with current industry practice
- Develop blended learning materials for various audience levels
- Coach participants through realistic client scenarios and provide clear, actionable feedback
- Integrate ethical, appropriate, and compliant sales practices throughout all instruction
- Complete WSP's Train-the-Trainer Program
Requirements
- Significant firsthand experience as a private banker, relationship manager, wealth advisor, or similar client-facing professional serving HNW/UHNW individuals, family offices, or External Asset Managers
- Demonstrated record of prospecting, pitching, and managing or growing a book of business is strongly preferred
- Working knowledge of the private banking product shelf, including discretionary and advisory portfolio management, structured products, alternatives, credit and lending, wealth planning, trusts, and philanthropic advisory
- Ability to translate product features into client benefits
- Fluency in consultative and needs-based selling approaches, such as SPIN Selling, Challenger Sale, or comparable discovery frameworks
- Ability to adapt selling approaches to private banking
- Strong grounding in trusted-advisor behaviors, objection handling, fee and negotiation conversations, cross-selling, client retention, and share-of-wallet growth strategies
- Exceptional presentation, facilitation, storytelling, and coaching skills
- Ability to convert practitioner expertise into clear, engaging learning experiences
- Comfort teaching active listening, nonverbal communication, cultural adaptability, resilience, professional maturity, and executive presence
- Familiarity with ethical and compliant sales practices in a regulated wealth management environment
- Bachelor’s degree required
- MBA or relevant professional designation is preferred but not required
Skills
- Sales and relationship management
- Client-facing skills
- Prospecting
- Needs discovery
- Solution presentation
- Relationship management
- Presentation skills
- Coaching skills
- Storytelling
- Consultative selling
- Needs-based selling
- Trusted-advisor behaviors
- Objection handling
- Fee and negotiation conversations
- Cross-selling
- Client retention
- Share-of-wallet growth
- Active listening
- Nonverbal communication
- Cultural adaptability
- Resilience
- Professional maturity
- Executive presence
- Ethical sales practices
- Compliant sales practices
Location
- Domestic
- International
Work Type
- Part-time
- Project-based
- In-person
- Virtual
Experience Level
- New-joiner induction
- Advanced sales accreditation
- Experienced relationship managers
- Desk heads
Education Level
- Bachelor’s degree
- MBA
- Relevant professional designation
Salary/Compensations
- Highly competitive daily rate
Benefits
- All approved travel and accommodation expenses covered
- Paid professional development through WSP's Train-the-Trainer Program
- Opportunities to deepen expertise in private banking, wealth management, advisory sales, and relationship management
- Expand professional network across leading financial institutions
- Develop exceptional facilitation, coaching, public speaking, and presentation skills
About the Company
- Founded in 2004 by investment bankers, Wall Street Prep (WSP) is a leading provider of professional skills training in financial and valuation modeling.
- Our mission is to bridge the gap between academia and the real world by equipping finance professionals and students with practical, hands-on skills.
- We partner with top-tier investment banks, private equity and investment management firms, Fortune 500 companies, and elite undergraduate and MBA programs.
- Our training is delivered through engaging in-person classroom sessions and via our industry-leading online learning platform, all designed by experienced finance professionals.
Equal Opportunity
- Wall Street Prep is committed to fostering an inclusive and equitable workplace.
- We encourage applications from individuals of all backgrounds and are proud to be an equal opportunity employer.
- We celebrate diversity and strive to create a work environment where everyone feels empowered to be their authentic selves.