Senior Private Banker
3 weeks ago
About the Company Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Sarasota/Fort Myers metro market. About the Role Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Responsibilities Must have strong COI’s and or an established book of clients within the Sarasota/Fort Myers metro market and be able to self source. 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. Qualifications 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. Required Skills Strong COI’s and established book of clients. Ability to self-source clients. Experience in wealth management. Preferred Skills Ability to provide integrated financial services advice. Pay range and compensation package Base pay range: $175,000.00/yr - $250,000.00/yr. Compensation will be tailored to the individual. Equal Opportunity Statement Our client is committed to diversity and inclusivity. Seniority level Mid-Senior level Employment type Full-time Job function Business Development, Finance, and Sales Industries Banking, Investment Management, and Investment Advice Get notified about new Private Banker jobs in Sarasota, FL . #J-18808-Ljbffr
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Senior Private banker
20 hours ago
Sarasota, United States Avior Executive Search Full timeOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Sarasota/Fort Myers metro market. Our client is seeking a Senior Advisor/ Banker who leads with...
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Senior Private Banker
20 hours ago
Sarasota, United States Avior Executive Search Full timeA growing financial institution in Sarasota is seeking a Senior Advisor/Banker to manage relationships with ultra-high-net-worth and high-net-worth clients. The ideal candidate has over 7 years of experience in wealth management, proven success in generating significant AUM, and a strong network in the Sarasota/Fort Myers area. This role requires a...
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Private Client Banker
3 weeks ago
Sarasota, United States JPMorganChase Full timePrivate Client Banker – Bee Ridge and Lorraine – Sarasota, FL Join to apply for the Private Client Banker role at JPMorgan Chase . You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to...
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Private Client Banker: Wealth Advisory
3 weeks ago
Sarasota, United States JPMorganChase Full timeA leading financial services firm in Sarasota, FL is seeking a Private Client Banker to manage banking relationships with affluent clients. The role involves acquiring new clients and providing tailored financial advice. Candidates should have a strong commitment to client service, 1+ year of experience in financial services, and compliance with relevant...
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Private Client Banker
3 weeks ago
Sarasota, United States JPMorgan Chase Full timeA leading financial services firm in Florida is seeking a Private Client Banker to manage banking relationships for affluent clients. This role involves acquiring new clients through relationship-building and providing tailored financial education. Candidates should have at least one year of banking experience, strong communication skills, and compliance...
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SC Banker
2 weeks ago
Sarasota, Florida, United States JPMorgan Chase Full time:Duties: Advise Ultra High Net Worth (UHNW) clients in the Financial Services space on personal balance sheet asset allocation, investment management, wealth planning, credit, and banking needs holistically. Co-manage and oversee growth strategy for the Greater Sarasota market to help the firm generate new assets under management (AUM) annually. Responsible...
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Sarasota, United States Regions Bank Full timeA leading financial institution in Sarasota, Florida is seeking a Senior Small Business Relationship Banker. This role requires meeting customers' financial needs through proactive service and relationship management focused on small businesses. Candidates should possess sales and customer service experience, strong communication skills, and ideally hold a...
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Senior Small Business Relationship Banker
3 weeks ago
Sarasota, United States Regions Bank Full timeThank 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,...
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Senior Small Business Relationship Banker
3 weeks ago
Sarasota, United States Regions Financial Corporation Full timeThank 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,...
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Senior Private Banking Relationship Strategist
3 weeks ago
Sarasota, United States PNC Full timeA leading private banking firm in Sarasota, FL, seeks a Senior Relationship Strategist to enhance client experiences through proactive management and business development. The ideal candidate will have over 8 years of industry experience, a relevant degree, and established networks in local wealth-oriented organizations. Responsibilities include managing...