[Hiring] Private Banking Instructor @Wall Street Prep

Role Description

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, from new-joiner induction through advanced sales accreditation. You will translate firsthand industry experience into engaging instruction on prospecting, needs discovery, solution presentation, and long-term relationship management.

• Serve as a lead facilitator for private banking and wealth management training programs
• Help professionals strengthen the commercial, advisory, and interpersonal skills required to serve high-net-worth and ultra-high-net-worth clients
• Enhance your presentation and coaching skills, expand your professional network, and establish yourself as a thought leader in private banking education

Qualifications

• 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.
• 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.
• Fluency in consultative and needs-based selling approaches, such as SPIN Selling, Challenger Sale, or comparable discovery frameworks.
• 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.
• 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; an MBA or relevant professional designation is preferred but not required.

Requirements

• Part-time, project-based commitment with availability for multi-day training engagements
• Weekday availability is highly desirable, with flexibility based on client schedules
• Ability to conduct week-long or multi-week seminars is highly desirable
• Flexibility to deliver programs virtually and travel domestically or internationally for in-person engagements

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
• Join an energetic, entrepreneurial-minded team that values collaboration and innovation

Company Description

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.

• Founded in 2004 by investment bankers
• Partner with top-tier investment banks, private equity and investment management firms, Fortune 500 companies, and elite undergraduate and MBA programs
• Training delivered through engaging in-person classroom sessions and via our industry-leading online learning platform