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Senior Private Banker

3 months ago

Fort Lauderdale, United States Avior Executive Search, Inc Full time

Senior Private Banker/Relationship Manager


Senior Private Banker

Expanding National Bank- Has an Immediate need in Fort Lauderdale


Avior Executive Search, Inc. has been given an exclusive search assignment by a well established and actively growing bank. Due to recent acquisitions along with the growth of its clients, this newly created position is a critical need for the wealth management team team. The role will be client-centric and focused on HNW & UHNW clients in the South Florida market with personalized service tailor-made for their own needs and goals.

  • Responsible for establishing new business relationships with high-net worth and ultra-high net-worth individuals, and maintenance of these relationships
  • Minimum of 5 years experience as a private banker within the South Florida business & HNW community with strong centers of influence (COI’s) to build own book of business in a private banking environment.
  • Ability to manage existing bank relationships
  • Coordinate all required relevant work with third party providers (i.e., law firms, accountants, family governance, philanthropy advisors, private equity firms, custodian banks, and others)
  • Only candidates with a portable book of HNW & UHNW relationships will be considered
  • Superior knowledge of investment management strategies, processes and products, trust solutions, general financing, banking, and lending products
  • Demonstrated high level of expertise in sales, networking, negotiations, community relationship building and execution of responsibilities
  • Superior quantitative and analytical skills. Outstanding organizational Proficient interpersonal communication, writing and presentations skills
  • Must have series 7 & 66 licenses to be considered for this position
  • Bachelor’s degree in Business, Finance, Economics and/or related field is Master’s degree preferred.


Please contact: Alan Goldstein directly for any additional information at Alan@aviorsearch.com. All information will be kept strictly confidential.