High-Value Client Manager
6 days ago
As a High-Value Client Manager with Avior Executive Search, you will have the opportunity to work with a growing regional bank that offers a comprehensive range of financial services. The ideal candidate will possess a strong track record in wealth management and be able to develop and retain full-service relationships with high-net-worth individuals.
About the RoleThe Senior Private Banker will be responsible for managing a portfolio of clients and providing integrated financial services advice, including banking, credit, asset management, and trust and estate planning. This role requires a self-motivated and entrepreneurial individual who can work collaboratively with branches and regional teams to identify and generate referrals.
In this role, you will:
- Develop and retain full-service relationships with high-net-worth individuals and families.
- Provide integrated financial services advice, including banking, credit, asset management, and trust and estate planning.
- Work collaboratively with branches and regional teams to identify and generate referrals.
- Possess a self-motivated, highly driven, and entrepreneurial personality.
We are seeking an experienced professional with a proven track record in wealth management. The ideal candidate will have a Bachelor's degree and 7+ years' experience in the industry, with a strong background in private banking or wealth management.
You will also need to have Series 7 and 66 or equivalent licenses, as well as insurance licenses for Life, Health, and Variable products.
About the OpportunityThis is an excellent opportunity to join a growing regional bank and take on a challenging role in wealth management. The estimated salary for this position is $120,000 - $180,000 per year, depending on experience. In addition to a competitive salary, you will also receive a range of benefits, including health insurance, retirement plan, and paid time off.
If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.
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