Top 1 Private banker Jobs in Palm Beach Fl

Senior Private Banker/Advisor
Avior Executive Search —West Palm Beach, FL
- $165,000 - $225,000 a year
- Full-time
- 7 years
- Bachelor's degree
- Senior level
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Senior Private Banker/Advisor
Avior Executive Search —West Palm Beach, FL
Manage, develop and retain full-service relationships with both UHNW & HNW clients. Proactively develop internal and external networks for referral sources that…
$165,000 - $225,000 a year
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Sr. Private Banker
CFBank —Columbus, OH
Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions…
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CFBank —Columbus, OH
Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions…
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Senior Private Banker/Advisor

Avior Executive Search
West Palm Beach, FL

Quick Apply

Job Details

Full-time
$165,000 - $225,000 a year

Qualifications

Achieving large sales
Life Insurance License
Series 7
Bachelor's degree
Initial Contact (sales skills)
Prospecting
Business development within finance
Client acquisition
New business target achievement
Experience practicing in the securities industry

Full Job Description

Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the West Palm Beach market. Our client is seeking a Senior Advisor/ Banker who leads with investments.

Manage, develop and retain full-service relationships with both UHNW & HNW clients.
Must have strong COI’s and or an established book of clients within the West Palm Beach market and be able to self source.
Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling 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 self-motivated, highly driven, and entrepreneurial personality.

Required Experience:

Bachelor's 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 T-12 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

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Senior Private Banker/Advisor

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