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Private Banking Instructor (Part-Time/Contract)

Wall Street Prep
Location
New York
Posted
24 days ago
Department
Instructors
What they actually want (must-haves)
  • Significant firsthand experience as a private banker, relationship manager, wealth advisor, or similar client-facing professional serving HNW/UHNW individuals
  • Working knowledge of private banking products including discretionary and advisory portfolio management, structured products, alternatives, credit and lending, wealth planning, trusts, and philanthropic advisory
  • Fluency in consultative and needs-based selling approaches
  • 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
  • Familiarity with ethical and compliant sales practices in a regulated wealth management environment
Nice to have
  • MBA or relevant professional designation
What the job really is

As a Private Banking Instructor at Wall Street Prep, you will design and deliver training programs focused on client-facing skills for private banking and wealth management professionals. Your role involves facilitating live training sessions, developing curriculum, and coaching participants on various aspects of relationship management and sales techniques. This position allows you to leverage your industry experience while enhancing your teaching and presentation skills.

Benefits
  • Highly competitive daily rate
  • All approved travel and accommodation expenses covered by WSP
  • Paid professional development through WSP's Train-the-Trainer Program
  • Opportunities to deepen your expertise in private banking, wealth management, advisory sales, and relationship management
  • Expand your professional network across leading financial institutions
  • Develop exceptional facilitation, coaching, public speaking, and presentation skills
Things to weigh
  • Part-time, project-based commitment may limit income stability
  • Weekday availability is highly desirable, which may not suit all candidates
  • Flexibility to travel domestically or internationally for in-person engagements may be required
Job score3/5
Benefits3/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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