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 wealth management relationships with UHNW and HNW clients, impacting the bank's growth in the Orlando/Central Florida market.
Responsibilities and impact
The role requires managing full-service client relationships, self-sourcing clients, collaborating across departments for cross-selling, providing integrated financial advice, generating referrals, and participating in community functions.
Compensation and benefits
Compensation details are discussed individually; no specific salary or benefits information is provided.
Experience and skills
Candidates need a bachelor's degree, 7+ years in wealth management, a proven track record with significant assets under management, and required securities and insurance licenses.
Company information
The client is a growing super regional full-service bank with diverse financial services including Private Banking, Lending, Brokerage, Trust, Credit, and Insurance.
Job location and travel
The position is based in the Orlando/Central Florida market.
Unique job features
The job emphasizes entrepreneurial spirit, collaboration across teams, and active community involvement to enhance 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 your extensive experience managing UHNW and HNW client relationships and your proven ability to generate significant assets under management, emphasizing your entrepreneurial drive and self-sourcing capabilities within the Orlando/Central Florida market.
Focus on showcasing your collaborative skills and history of working across departments to maximize cross-selling opportunities, as well as your expertise in integrated financial services including banking, credit, asset management, and trust and estate planning.
Apply through multiple channels such as Avior Executive Search, Inc'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; open conversations with ice breakers like commenting on recent market trends affecting private banking or asking about the team’s approach to client relationship management in the Orlando market.
Optimize your resume for ATS by incorporating keywords from the job description such as 'UHNW & HNW client management,' 'asset under management,' 'Series 7 and 66 licenses,' 'insurance licenses,' and 'cross-selling financial services' to ensure your resume passes initial screenings.
Utilize Jennie Johnson’s Power Apply feature to automate tailored applications across multiple platforms, identify key LinkedIn contacts for networking, and optimize your resume for ATS, allowing you to focus your time on strategic networking and interview preparation.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.