What are the responsibilities and job description for the High Net Worth Advisor position at Avior Executive Search, Inc?
We are partnering with a dynamic full-service bank to find an experienced professional for the role of Senior Advisor/Banker.
- Build lasting relationships with UHNW and HNW clients.
- Leverage established networks and personal connections within the Palm Beach market.
- Enhance collaboration between departments to boost cross-selling opportunities.
- Offer tailored financial solutions covering banking, lending, brokerage, and trust services.
Primary Responsibilities:
- Strengthen relationships with affluent clients.
- Utilize professional networks to acquire new business leads.
- Liaise with regional teams to foster referrals.
- Develop a network of trusted contacts for referral purposes.
- Provide insightful advice on market trends and financial services to clients and potential clients.
- Participate actively in local business and community events to promote the organization.
- Demonstrate a proactive, results-driven approach.
Minimum Requirements:
- Bachelor's degree and at least 7 years' experience in wealth management or private banking.
- A track record of outstanding performance, with at least $100 million in assets under management or quarterly revenues surpassing $350,000.
- Relevant industry certifications, such as Series 7 and 66, plus life, health, and variable insurance licenses.
