Senior Private Banker Job at Avior Executive Search, Inc, Fort Lauderdale, FL

bnBOTVRYOGFMNE5WZXh5ajhQT1haSVQxSmc9PQ==
  • Avior Executive Search, Inc
  • Fort Lauderdale, FL

Job Description

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 Fort Lauderdale market. Our client is seeking a Senior Advisor/ Banker who leads with investments.

  • 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 Fort Lauderdale Florida 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.

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

Job Tags

Similar Jobs

ROC Collective

Entry-Level B2B Sales Representative Job at ROC Collective

 ...mentorship, and real-world experience. At ROC Collective, youll be part of a culture that prioritizes: Recognizing and rewarding your...  ...18+ Authorization to work in the U.S. Availability for full-time positions (part-time applicants will not be considered).... 

Cipriani

Personal Driver Job at Cipriani

 ...POSTION: PERSONAL DRIVER ESSENTIAL FUNCTIONS AND BASIC DUTIES: Pick up clients at their locations such as offices, hotels, airports, or homes without delay. Operate and handle vehicles within parameters needed to provide a safe experience for passengers, themselves... 

Rockwood Search

Underwriting Assistant / Policy Processor Job at Rockwood Search

 ...information, updating customer information, and processing new or renewing policy documents Processing customer payments through online payment portal Work alongside Insurance Agents and Underwriters to request new quotes or insurance rates for customers when... 

Blue Sky Hospitality Solutions

Bartender Job at Blue Sky Hospitality Solutions

 ...Job Summary: As a Bartender at a hotel, you will be responsible for preparing and serving alcoholic and non-alcoholic beverages to guests in a professional and efficient manner. You will ensure that all drinks meet the hotel's standards of quality and service while providing... 

Teal Energi

Commissioning Site Technician, Electrical (offshore wind) Job at Teal Energi

 ...) Project Overview We are seeking an experienced Electrical Commissioning Technician to support commissioning activities for offshore assets, including the Offshore Substation (OSS), OEC/IAC Cables, Wind Turbine Generators (WTG), and Transition Pieces (TP). This role...