Senior Private Banker
2 weeks ago
Job Summary:
Avior Executive Search, Inc. is seeking a highly experienced Senior Private Banker/Relationship Manager to join our team. As a key member of our wealth management team, you will be responsible for establishing and maintaining relationships with high-net worth and ultra-high net worth individuals in the South Florida market.
Key Responsibilities:
- Establish new business relationships with high-net worth and ultra-high net worth individuals and maintain existing 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 and coordinate all required relevant work with third party providers
- 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
Requirements:
Please contact Alan Goldstein directly for any additional information at Alan@aviorsearch.com. All information will be kept strictly confidential.
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