Senior Private Banker

6 days ago


Fort Lauderdale, United States Avior Executive Search, Inc Full time

Senior Private Banker/Relationship Manager


Senior Private Banker

Expanding National Bank- Has an Immediate need in Fort Lauderdale


Avior Executive Search, Inc. has been given an exclusive search assignment by a well established and actively growing bank. Due to recent acquisitions along with the growth of its clients, this newly created position is a critical need for the wealth management team team. The role will be client-centric and focused on HNW & UHNW clients in the South Florida market with personalized service tailor-made for their own needs and goals.

  • Responsible for establishing new business relationships with high-net worth and ultra-high net-worth individuals, and maintenance of these 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
  • Coordinate all required relevant work with third party providers (i.e., law firms, accountants, family governance, philanthropy advisors, private equity firms, custodian banks, and others)
  • 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.


Please contact: Alan Goldstein directly for any additional information at Alan@aviorsearch.com. All information will be kept strictly confidential.


  • Senior Private Banker

    2 weeks ago


    Fort Lauderdale, Florida, United States Avior Executive Search, Inc Full time

    Senior Private Banker/Relationship ManagerAvior 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...

  • Senior Private Banker

    3 weeks ago


    Fort Lauderdale, Florida, United States Avior Executive Search, Inc Full time

    Senior Private Banker/Relationship ManagerJob 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...

  • Senior Private Banker

    3 weeks ago


    fort lauderdale, United States Avior Executive Search, Inc Full time

    Senior Private Banker/Relationship ManagerSenior Private BankerExpanding National Bank- Has an Immediate need in Fort LauderdaleAvior Executive Search, Inc. has been given an exclusive search assignment by a well established and actively growing bank. Due to recent acquisitions along with the growth of its clients, this newly created position is a critical...

  • Senior Private Banker

    2 weeks ago


    Fort Lauderdale, United States Avior Executive Search, Inc Full time

    Senior Private Banker/Relationship ManagerSenior Private BankerExpanding National Bank- Has an Immediate need in Fort LauderdaleAvior Executive Search, Inc. has been given an exclusive search assignment by a well established and actively growing bank. Due to recent acquisitions along with the growth of its clients, this newly created position is a critical...

  • Senior Premier Banker

    1 month ago


    Fort Myers, Florida, United States Quality Talent Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Banker to join our team. As a Senior Premier Banker, you will be responsible for building and maintaining relationships with affluent customers, providing them with tailored financial solutions and services to meet their complex needs.Key ResponsibilitiesProactively acquire new...

  • Senior Premier Banker

    3 weeks ago


    Fort Myers, Florida, United States Quality Talent Group Full time

    About the JobWe are seeking a highly skilled and experienced Senior Premier Banker to join our team. As a Senior Premier Banker, you will be responsible for building and maintaining relationships with affluent customers, providing them with personalized financial solutions and services.Key ResponsibilitiesProactively acquire new affluent customers and deepen...

  • Tax Senior Manager

    4 weeks ago


    Fort Lauderdale, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...


  • Fort Lauderdale, Florida, United States First Horizon Bank Full time

    Job Title: Senior Private Banking Relationship ManagerLocation: On site in Fort Lauderdale, FLJob SummaryWe are seeking a highly skilled Senior Private Banking Relationship Manager to join our team. As a key member of our Private Banking group, you will be responsible for building and maintaining relationships with high net worth individuals and businesses,...


  • Fort Oglethorpe, Georgia, United States Quality Talent Group Full time

    About the JobWe are seeking a highly skilled Senior Premier Banker to join our team at the Fort Oglethorpe Branch. As a Senior Premier Banker, you will be responsible for providing exceptional customer service and building strong relationships with our affluent customers.Key ResponsibilitiesProactively acquire new affluent customers and deepen existing...


  • Fort Oglethorpe, Georgia, United States Wells Fargo Full time

    About this RoleWe are seeking a highly skilled and experienced Senior Branch Premier Banker to join our team in Consumer and Small Business Banking. As a Senior Branch Premier Banker, you will be responsible for acquiring and deepening relationships with affluent customers, providing personalized financial solutions, and driving business growth.Key...


  • Fort Oglethorpe, Georgia, United States Wells Fargo Full time

    About This RoleWells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. This role is responsible for acquiring new affluent consumer and small business customers, and deepening existing relationships, through outreach and pre-planned appointments.Key ResponsibilitiesProactively acquire...

  • Business Banker

    3 weeks ago


    Fort Worth, United States BOK Financial Full time

    Req ID: 75307 Location: Fort Worth -FTWT Areas of Interest: Commercial Banking, Business Banking; Business Banking Credit; Business Development; Relationship Management; Small Business Development Pay Transparency Salary Range: Not Available Application Deadline: 10/07/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial...


  • Fort Lauderdale, Florida, United States First Horizon Bank Full time

    Job SummaryAs a Client Specialist at First Horizon Bank, you will play a critical role in supporting our Commercial and Private Banking Relationship Managers. This position requires strong analytical and communication skills, as well as the ability to work effectively in a team environment.Key Responsibilities:Provide commercial lending support to Commercial...

  • Client Specialist

    4 weeks ago


    Fort Lauderdale, Florida, United States First Horizon Bank Full time

    About the RoleFirst Horizon Bank is seeking a highly skilled Client Specialist to join our team. As a Client Specialist, you will play a critical role in providing exceptional support to our Commercial and Private Banking Relationship Managers.Key ResponsibilitiesProvide commercial lending support to Commercial Relationship Managers, including reviewing and...

  • Client Specialist

    5 months ago


    Fort Lauderdale, United States First Horizon Bank Full time

    Summary Provide assistance to the Commercial and Private Banking Relationship Managers Key Responsibilities Include Provide Commercial Lending Support to Commercial Relationship Managers  Review and Fund Loans Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist...

  • Tax Manager

    3 weeks ago


    Fort Lauderdale, Florida, United States EisnerAmper Full time

    About the RoleEisnerAmper is seeking a highly skilled Tax Manager to join our Private Client Services (PCS) team. As a key member of our team, you will be responsible for overseeing multiple client engagements, reviewing complex returns, and managing staff. We are looking for a dynamic individual with strong leadership skills and the ability to foster...

  • Senior Manager

    3 weeks ago


    Fort Lauderdale, Florida, United States RSM US LLP Full time

    Senior Manager - Asset Management TaxationWe are seeking a highly skilled Senior Manager to join our Asset Management practice, serving a range of clients in the financial services industry, including private equity funds, hedge funds, and fund of funds.Key Responsibilities:Provide detailed review and analysis of complex Private Equity, Hedge Fund, and/or...


  • Fort Lauderdale, United States Tandym Group Full time

    A recognized international fund administrator in New York is actively seeking an experienced Fund Accountant to join their staff in Albany County in a Senior-level role.Responsibilities: The Senior Fund Accountant will:Provide client service on a range of matters including recording and analyzing private equity transactionsPreparation of quarterly and/or...


  • Fort Lauderdale, United States Tandym Group Full time

    A recognized international fund administrator in New York is actively seeking an experienced Fund Accountant to join their staff in Albany County in a Senior-level role.Responsibilities: The Senior Fund Accountant will:Provide client service on a range of matters including recording and analyzing private equity transactionsPreparation of quarterly and/or...


  • Fort Lauderdale, Florida, United States Equiturn Full time

    Unlock Your Potential in Investment Banking SalesAt Equiturn, we're seeking highly ambitious and driven individuals to join our Business Development Associate Program. This role is designed for those ready to immerse themselves in high-level sales and thrive in a competitive investment banking environment.Key Responsibilities:Client Acquisition and...