Private Banking Instructor (Part-Time/Contract)

The role

You will design and deliver practical, client-facing skills training for private banking and wealth management professionals. This includes delivering live in-person and virtual seminars and collaborating on curriculum development.

What you will do

• Serve as a lead facilitator for private banking and wealth management training programs
• Deliver live in-person and virtual training seminars
• Collaborate on curriculum development including workshop agendas, case studies, and role plays
• Edit and update training materials
• Develop blended learning materials
• Coach participants through realistic client scenarios and provide actionable feedback
• Integrate ethical, appropriate, and compliant sales practices throughout instruction
• Complete WSP's Train-the-Trainer Program

Required 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 Manage
• Working knowledge of the private banking product shelf, including discretionary and advisory portfolio management, structured products, alternatives, credit and lending, wealth planning, trusts, and p
• 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
• 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

Nice to have

• A demonstrated record of prospecting, pitching, and managing or growing a book of business
• MBA or relevant professional designation
• Weekday availability
• Ability to conduct week-long or multi-week seminars

Benefits

• All approved travel and accommodation expenses covered by WSP
• 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 your professional network across leading financial institutions
• Develop exceptional facilitation, coaching, public speaking, and presentation skills

About the company

Wall Street Prep (WSP) is a leading provider of professional skills training in financial and valuation modeling. Founded in 2004 by investment bankers, the company partners with investment banks, private equity, and elite academic programs.