Senior Private Banker
Compensation
$165k – $225k /yr
Employment type
Full-time
Work setting
On-site
Location
Orlando, FL
Schedule
Day shift
Posted
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Job overview
The Senior Private Banker role is onsite in Orlando, FL, and pays $165,000–$225,000 per year. Avior Executive Search is recruiting for a growing regional full-service bank serving private banking, lending, brokerage, trust, credit, and insurance clients.
What you'll do
- Manage, develop, and retain relationships with high-net-worth and ultra-high-net-worth clients
- provide integrated advice on banking, credit, asset management, and trust and estate planning
- collaborate with internal teams and branches to generate referrals
- develop referral networks
- advise clients on business and banking trends
- and participate in community and business functions.
What we're looking for
- Skills & competencies
- senior private bankerorlando flavior executive searchfull-timeprivate bankingwealth managementhigh-net-worth clientsfinancial adviceasset managementtrust and estate planningseries 7 and 66$165k–$225k per year
- Work arrangement
- Weekend coverage required
Why this role
The posting requires a bachelor’s degree, seven or more years of wealth management experience, a proven record of generating more than $100 million in assets under management or at least $350,000 in trailing 12-month production, 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: Employment Placement Agencies. Sector: 56.
Additional details
- Industry sector
- 56
- Industry
- Employment Placement Agencies
- Occupation code
- 13-2052.00
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Listing ID: b3060a77-bba0-43e1-b2d7-05c7b9ad6870