Senior Private Banker

Avior Executive Search, Inc; Sarasota (FL); On-site; USD 175,000 - 250,000; Full time

Job summary

A growing full-service bank is seeking a Senior Advisor/Banker in Sarasota, FL. This role involves managing relationships with high net worth clients and providing integrated financial advice. The ideal candidate will have a bachelor's degree, over 7 years of experience in wealth management, and necessary licenses. Compensation ranges from $175,000 to $250,000 yearly and is tailored to individual experience.

Qualifications

• Must have a proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD.

Responsibilities

• Manage, develop and retain full-service relationships with UHNW & HNW clients.
• Work collaboratively with teams to maximize cross-selling opportunities.
• Provide integrated financial services advice to clients.
• Develop networks for referral sources generating prospects.
• Participate in community and business functions.

Skills

Strong COI's and established book of clients

Ability to self-source clients

Experience in wealth management

Education

Bachelor's degree

7+ years' experience in wealth management

Tools

Series 7 and 66 licenses

Insurance licenses for Life, Health, and Variable products

Job description

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

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