Private Banking Expert

6 days ago


Kennedy Space Center, United States Avior Executive Search, Inc Full time

**About Avior Executive Search, Inc.**

We are seeking a highly skilled and experienced Senior Private Banker to join our team. Our client is a growing, regional, full-service financial institution that offers a wide range of services, including Private Banking, Lending, Branch Banking, Brokerage, Trust, Credit, and Insurance.

The ideal candidate will have a strong background in wealth management and a proven track record of success in managing high-net-worth clients. The Senior Private Banker will be responsible for:

  • **Developing and Retaining Client Relationships**: Building and maintaining strong relationships with high-net-worth clients, providing them with personalized financial services and advice.
  • **Generating New Business**: Identifying and pursuing new business opportunities, including referrals from existing clients and external sources.
  • **Collaborating with Internal Teams**: Working closely with other departments, such as Branch Banking and Brokerage, to identify and capitalize on cross-selling opportunities.
  • **Providing Financial Services Advice**: Offering integrated financial services advice to clients, including banking, credit, asset management, and trust and estate planning.
  • **Staying Up-to-Date on Industry Trends**: Staying current on market trends and conditions, and providing clients with expert advice and counsel.

**Requirements**:

  • **Education**: Bachelor's degree with 7+ years of experience in the wealth management industry.
  • **Experience**: Proven track record of generating an AUM exceeding $100M USD or T-12 of at least $350K USD.
  • **Licenses**: Series 7 and 66 or equivalent, as well as insurance licenses for Life, Health, and Variable products.


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