Senior Private Banker/Advisor

Job overview

The Senior Private Banker/Advisor role is onsite in Westbury, NY, serving the Long Island and Metro market. Compensation is $160,000–$250,000 per year. The client is a growing full-service regional bank with private banking, lending, branch, brokerage, trust, credit, and insurance services. The advisor manages and develops high- and ultra-high-net-worth client relationships, leading with investments while providing integrated financial advice. The role builds referral networks and collaborates with branches, regional teams, and internal specialists to grow client relationships and cross-selling opportunities.

What you'll do

• Manage, develop, and retain full-service relationships with UHNW and HNW clients
• self-source clients and maintain referral relationships
• provide advice on banking, credit, asset management, trust, and estate planning
• collaborate with internal departments and regional teams
• develop referral networks
• advise clients and prospects on business and banking trends
• participate in community and business groups.

What we're looking for

Skills & competencies

senior private banker

financial advisor

avior executive search

westbury ny

private banking

wealth management

hnw clients

uhnw clients

investment advice

$160k–$250k/year

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree, seven or more years of wealth management experience, a proven record of generating AUM exceeding $100 million or T-12 of at least $350,000, Series 7 and 66 or equivalent, and life, health, and variable insurance licenses.

About the employer

Avior Executive Search is hiring for this role. Industry: Executive Search Services. Sector: 56.