Senior Private Wealth Manager

21 hours ago


Orlando, Florida, United States Avior Executive Search, Inc Full time

Senior Private Banker Opportunity

Avior Executive Search, Inc is partnering with a growing, regional, full-service bank to identify a Senior Private Banker for their Orlando/Central Florida market. The ideal candidate will have a strong network of high net worth clients and a proven track record of generating significant revenue.

Key Responsibilities:

  • Develop and maintain strong relationships with high net worth clients, providing integrated financial services advice and counsel.
  • Work collaboratively with internal departments and teams to identify and generate referrals.
  • Proactively develop internal and external networks for referral sources and create visibility in the marketplace.
  • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment.
  • Actively participate in community and business functions/groups.

Requirements:

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


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