Senior Private Banker

Avior Executive Search; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

A leading super regional full-service bank is seeking a Senior Advisor / Banker in Los Angeles. This role involves managing relationships with high-net-worth clients, providing integrated financial services, and leveraging internal networks to maximize cross-selling opportunities. The ideal candidate will have a strong background in wealth management, proven client acquisition skills, and relevant licenses.

Qualifications

• 7 years of experience in wealth management as a Financial Advisor, Private Banker, or Relationship Manager.
• Proven track record of generating AUM exceeding $100M or T12 of at least $350K.
• Must have Series 7 and 66 licenses or equivalent.

Responsibilities

• Manage and develop relationships with UHNW & HNW clients.
• Provide integrated financial services advice including banking and asset management.
• Proactively develop networks for referral sources.

Skills

Sales Experience

Presentation Skills

Financial Services

Customer Service

Financial Acumen

Fraud

Math

Military Experience

Banking

Upselling

Cash Handling

RMF

Education

Bachelor's degree

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 Los Angeles metro market. Our client is seeking a Senior Advisor / Banker who leads with investments.

1. Manage, develop, and retain full-service relationships with both UHNW & HNW clients.
2. Must have strong COIs and/or an established book of clients within the Los Angeles metro market and be able to self-source.
3. Work within a business model that strengthens collaborations between internal departments, teams, and specialists to maximize cross-selling opportunities.
4. Provide integrated financial services advice to these clients, including banking, credit, asset management, and trust and estate planning.
5. Work collaboratively and proactively with branches and regional teams to identify and generate referrals.
6. Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
7. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
8. Actively participate in community and business functions/groups.
9. Possess a self-motivated, highly driven, and entrepreneurial personality.

Required Experience:

• Bachelor's degree with 7 years of experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager, with a proven track record of generating an AUM exceeding $100M USD or T12 of at least $350K USD.
• Must have Series 7 and 66 licenses or equivalent, as well as insurance licenses for Life, Health, and Variable products.
• Compensation will be tailored to the individual.

Additional Details:

• Senior IC
• Key Skills: Sales Experience, Presentation Skills, Financial Services, Customer Service, Financial Acumen, Fraud, Math, Military Experience, Banking, Upselling, Cash Handling, RMF
• Employment Type: Full-Time
• Vacancy: 1

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