Senior Private Banker

6 days ago

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

Our client is a growing, regional, full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets such as Long Island, New Jersey and Orlando, our client has engaged us to identify candidates in these specific markets. The Senior Private advisor will:

  • Manage, develop and retain full-service relationships with both UHNW & HNW clients.
  • Must have strong COI's and or an established book of clients within the Orlando/Central Florida market.
  • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities.
  • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
  • Work collaboratively and proactively with branches and regional teams to identify and generate referrals.
  • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
  • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
  • Actively participate in community and business functions/groups.
  • Possess a self-motivated, highly driven, and entrepreneurial personality.
Required Experience:
  • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD.
  • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

  • Bilingual Teller Retail Banker

    7 days ago

    Orlando, FL, United States Woodforest National Bank Full time

    Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering...

  • Bilingual Teller Retail Banker

    5 days ago

    Orlando, FL, United States Woodforest National Bank Full time

    Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering...

  • Bilingual Teller Retail Banker

    18 hours ago

    Orlando, FL, United States Woodforest National Bank Full time

    Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering...

  • Small Business Banker- Orlando, FL

    2 days ago

    Orlando, FL, United States South State Full time

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team...

  • Small Business Banker- Orlando, FL

    16 hours ago

    Orlando, FL, United States South State Full time

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team...

  • Senior Manager, Business Tax Services

    6 days ago

    Orlando, FL, United States KPMG Full time

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax...

  • Private Client Relationship Manager

    5 days ago

    Orlando, FL, United States First Horizon Full time

    Location: On site as described in posting. Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize...

  • Private Client Relationship Manager

    7 days ago

    Orlando, FL, United States First Horizon Full time

    Location: On site as described in posting. Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize...

  • Private Client Relationship Manager

    4 days ago

    Orlando, FL, United States First Horizon Full time

    Location: On site as described in posting. Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize...

  • Relationship Banker I

    1 week ago

    Orlando, FL, United States Regions Bank Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...