Senior Private Banker Job at Avior Executive Search, Orlando, FL

N3ZNc0RZVFdjV0M0MjZ1R1hRY1pLNlN2L1E9PQ==
  • Avior Executive Search
  • Orlando, FL

Job Description

Our client is a growing, regional, full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets such as Long Island, New Jersey and Orlando, our client has engaged us to identify candidates in these specific markets. The Senior Private advisor will:

 

  • 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 Orlando/Central Florida market.
  • 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

Full time,

Similar Jobs

Tech Brains Solutions, Inc.

Senior Network Security Engineer Job at Tech Brains Solutions, Inc.

 ...Role: Senior Network Security Engineer Full Time | Annapolis, MD ( Onsite ) Salary Range: $130k to $150k per year The Senior Network Security Engineer will participate in planning and coordinating the design, installation, and connectivity of computer and network... 

Village Green LLC

Two To Ten Shift Caregiver Job at Village Green LLC

 ...Village Green Llc in Conroe, TX is looking for one two to ten shift caregiver to join our 25 person strong team. We are located on 404 S Loop 336 W. Our ideal candidate is a self-starter, ambitious, and hard-working. Responsibilities Activities Meal Prep & Dining... 

Caterpillar

Power Plant Operator Job at Caterpillar

 ...world, so we can all enjoy living in it. This role is responsible for the safe and efficient operation and maintenance of equipment at a cogeneration power plant. The successful applicant will train to become familiar with the plant equipment and operations,... 

Commercial Industrial Corporation

Concrete Finisher Job at Commercial Industrial Corporation

 ...Commercial Industrial Corp is a heavy highway construction company located in Ocala, FL. We are seeking 2-3 concrete finishers to add to our existing concrete crew. Essential Duties Include: -Ability to finish concrete flatwork and structures. - Assist setting... 

INTERNATIONAL STAFFING CONSULTANTS

School Based SLPA, Speech-Language Pathologist Assistant Job at INTERNATIONAL STAFFING CONSULTANTS

 ...growing and looking for the best Speech Therapist Assistant to care...  ...patients. Speech-language pathology Assistants are support...  ...ASHA-certified speech-language pathologists. A speech language pathology...  ...speech language pathologist (SLP) in assessing and treating patients...