Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Senior Private Banker role involves managing and growing relationships with UHNW and HNW clients, providing comprehensive financial services to support the bank's growth in the Los Angeles metro market.
Responsibilities and impact
The candidate will manage and retain client relationships, self-source new clients, collaborate with internal teams for cross-selling, provide integrated financial advice, develop referral networks, and participate in community functions.
Compensation and benefits
Compensation is tailored to the individual; specific salary, bonuses, and benefits details are not provided.
Experience and skills
Requires a bachelor's degree and 7+ years in wealth management with a proven track record managing over 100M USD AUM or T-12 of at least 350K USD, Series 7 and 66 licenses, and insurance licenses for Life, Health, and Variable products.
Company information
The client is a growing super regional full-service bank offering Private Banking, Lending, Brokerage, Trust, Credit, and Insurance services, expanding in key U.S. markets.
Job location and travel
Position is based in the Los Angeles metro market with a focus on local client relationships.
Unique job features
The role emphasizes entrepreneurial initiative, collaboration across departments, and active community involvement to drive business growth.
Company overview
Avior Executive Search, Inc. is a specialized recruitment firm focusing on executive-level placements across various industries. They generate revenue by partnering with organizations to identify, attract, and secure top-tier leadership talent, often through retained search agreements. Founded with a commitment to personalized service and deep industry expertise, Avior has built a reputation for its rigorous search process and high success rate in matching executives with roles that drive organizational success. Understanding their emphasis on long-term client relationships and bespoke search strategies is crucial for any potential candidate.
How to land this job
Position your resume to highlight extensive experience managing UHNW and HNW client relationships, emphasizing your ability to self-source and maintain a strong book of business in the Los Angeles metro market.
Focus on showcasing your collaborative skills working across departments to maximize cross-selling and integrated financial services, including banking, credit, asset management, and trust planning.
Apply through multiple channels such as Avior Executive Search's corporate site, LinkedIn, and specialized financial services job boards to increase your chances of visibility.
Connect on LinkedIn with professionals in Avior's Private Banking division, using ice breakers like commenting on recent market trends or expressing interest in their approach to wealth management for UHNW clients.
Optimize your resume for ATS by incorporating keywords like 'wealth management,' 'UHNW,' 'cross-selling,' 'Series 7 and 66,' and 'asset under management' to ensure it passes initial screenings effectively.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify the best application portals, and find relevant LinkedIn contacts, freeing up your time to prepare for interviews and networking.
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