Senior Private Banker

Avior Executive Search; Birmingham; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services company in Birmingham is looking for a Senior Advisor/Banker to manage relationships with ultra-high-net-worth and high-net-worth clients. The role requires extensive experience in wealth management, including a proven track record of generating substantial assets under management. Candidates should possess strong networking skills and licenses in relevant financial practices. Competitive compensation tailored to the individual is offered.

Qualifications

• 7+ years' experience in the wealth management industry.
• Proven track record of generating AUM exceeding 100M USD.
• Experience as a Financial Advisor, Private Banker, or Relationship Manager.
• Insurance licenses for Life, Health, and Variable products.

Responsibilities

• Manage relationships with UHNW & HNW clients.
• Provide integrated financial services advice.
• Develop internal and external networks for referrals.
• Participate in community functions for visibility.

Skills

Relationship management with UHNW & HNW clients

Self-sourcing clients

Cross-selling collaborative practices

Financial services advice

Networking for referrals

Community involvement

Entrepreneurial personality

Education

Bachelor's degree

Tools

Series 7 License

Series 66 License

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 Birmingham metro 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 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.

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.
• Compensation will be tailored to the individual.