Senior Private Banker

1 week ago


Fort Lauderdale, Florida, United States Avior Executive Search, Inc Full time
Senior Private Banker/Relationship Manager

Avior Executive Search, Inc. is proud to present an exciting opportunity for a seasoned Senior Private Banker/Relationship Manager to join our client's wealth management team in South Florida.

Key Responsibilities:
  • Establish and maintain relationships with high-net worth and ultra-high net worth individuals in the South Florida market.
  • Develop and execute personalized service strategies to meet the unique needs and goals of HNW and UHNW clients.
  • Collaborate with third-party providers, including law firms, accountants, and private equity firms, to deliver comprehensive wealth management solutions.
  • Manage existing bank relationships and identify opportunities for growth and expansion.
  • Build and maintain a strong network of centers of influence to support business development.
Requirements:
  • Minimum 5 years of experience as a private banker in the South Florida business and HNW community.
  • Strong knowledge of investment management strategies, processes, and products, as well as trust solutions, general financing, banking, and lending products.
  • Series 7 and 66 licenses required.
  • Bachelor's degree in Business, Finance, Economics, or a related field; Master's degree preferred.

Please contact Alan Goldstein directly for any additional information. All information will be kept strictly confidential.


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