Senior Private Banker Job at Avior Executive Search, Inc, Fort Lauderdale, FL

UmE4R2g1NFU1cmpkajIvZEg2T294cG1SWUE9PQ==
  • Avior Executive Search, Inc
  • Fort Lauderdale, FL

Job Description

Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Fort Lauderdale market. Our client is seeking a Senior Advisor/ Banker who leads with investments.

  • Manage, develop and retain full-service relationships with both UHNW & HNW clients.
  • Must have strong COI’s and or an established book of clients within the Fort Lauderdale Florida market and be able to self source.
  • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities.
  • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
  • Work collaboratively and proactively with branches and regional teams to identify and generate referrals.
  • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
  • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
  • Actively participate in community and business functions/groups.
  • Possess a self-motivated, highly driven, and entrepreneurial personality.

Required Experience:

  • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD.
  • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Tags

Similar Jobs

Human Appeal

Video Producer Job at Human Appeal

 ...by providing humanitarian aid, sustainable development programs and championing advocacy for our beneficiaries worldwide. As Video Producer, the successful candidate will serve as a one-person video studio, responsible for the entire video production process, from... 

Course

Professional Land Surveyor Job at Course

 ...The Director, Survey is a leadership role responsible for overseeing all surveying activities, managing staff, and ensuring the delivery...  ...of multiple, complex projects and develop plan to accomplish land survey projects. Monitor progress toward deliverable schedules.... 

US1292 Buckhead Meat Midwest Inc.-Illinois Division

Production Line Operator Trainee (Apply in minutes) Job at US1292 Buckhead Meat Midwest Inc.-Illinois Division

 ...writing skills, able to work in a coldwet environment fast-paced environment * Ability to work in a paced environment * Ability to be trained and learn new skills ** _Work_** **_Environment_** * Heavy lifting activities for this employee * Standing, walking and... 

USAA

Auto Claims Adjuster-Entry Level Job at USAA

 ...learning and growing. Our Associate Auto Claims Representative role may be a new career for...  ...-office, youll have the opportunity to work offsite 2 days a week. Military veterans...  ...representative. Your work will focus on adjusting non-injury auto claims and you'll work under... 

NoeCee Global Inc.

Junior Marketing Associate Job at NoeCee Global Inc.

 ...Description Job Description The position at our company is an entry-level position so no direct experience is necessary. We believe that...  ...in multiple aspects of our company including; ~ leadership, marketing, customer service, and management. Entry Level Marketing...