Senior Private banker
Senior Private banker
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Manage develop and retain fullservice relationships with both UHNW & HNW clients.
- Must have strong COIs and or an established book of clients within the Sarasota/Fort Myers metro market and be able to self source.
- Work within a business model that strengthens collaborations between internal departments teams and specialists to maximize crossselling opportunities.
- Provide integrated financial services advice to these clients including banking credit asset management and trust and estate planning.
- Work collaboratively and proactively with branches and regional teams to identify and generate referrals.
- Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
- Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
- Actively participate in community and business functions/groups.
- Possess a selfmotivated highly driven and entrepreneurial personality.
Required Experience:
- Bachelors degree with 7 years experience in the wealth management industry as either a Financial Advisor Private Banker or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T12 of at least 350K USD.
- Must have Series 7 and 66 or equivalent as well as insurance licenses for Life Health and Variable products
- Compensation will be tailored to the individual
Required Experience:
Senior IC
Employment Type
Full-Time
