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 to drive wealth management services and investment leadership within a growing regional bank.
Responsibilities and impact
The candidate will manage full-service client relationships, self-source clients, collaborate across departments to maximize cross-selling, provide integrated financial advice, generate referrals, and actively participate in community functions.
Experience and skills
Requires a bachelor's degree and 7+ years in wealth management as a Financial Advisor, Private Banker, or Relationship Manager with proven AUM generation; must hold Series 7 and 66 licenses plus insurance licenses for Life, Health, and Variable products.
Compensation and benefits
Compensation is tailored individually; no specific details on salary or benefits provided.
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
The position is based in the Sarasota/Fort Myers metro market with a focus on local client relationships.
Unique job features
The role emphasizes entrepreneurial drive, strong client sourcing, and collaboration across internal teams to enhance service offerings and market visibility.
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 emphasize your extensive experience managing UHNW and HNW client relationships, highlighting your ability to self-source and maintain a strong book of business within the Sarasota/Fort Myers metro market.
Focus on showcasing your expertise in integrated financial services including banking, credit, asset management, and trust and estate planning, demonstrating your collaborative approach with internal teams and specialists to maximize cross-selling opportunities.
Apply through multiple channels such as Avior Executive Search's corporate website, LinkedIn, and other reputable job boards to increase your chances of being noticed for this senior private banker role.
Connect with professionals in Avior Executive Search's private banking or wealth management divisions on LinkedIn; use ice breakers like commenting on recent market trends impacting Sarasota/Fort Myers or asking about their approach to client relationship management in this growing market.
Optimize your resume for ATS by incorporating keywords from the job description such as 'UHNW & HNW clients,' 'wealth management,' 'Series 7 and 66,' 'asset management,' and 'cross-selling opportunities' to improve screening success.
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