What are the responsibilities and job description for the Private Banking Expert position at Avior Executive Search, Inc?
Join us in shaping the future of wealth management. As a Senior Private Banker at Avior Executive Search, Inc., you will play a pivotal role in delivering bespoke financial solutions to discerning clients.
- Foster deep understanding of client needs and preferences, crafting tailored financial strategies that meet their unique goals.
- Leverage extensive knowledge of financial markets and instruments to recommend optimal investment solutions.
- Cultivate lasting relationships with HNW and UHNW clients, driving loyalty and repeat business through exceptional service.
- Collaborate with colleagues across departments to seize cross-selling opportunities and amplify revenue streams.
Key Requirements:
- Minimum 7 years' experience in wealth management, ideally in a private banking or relationship management capacity.
- Proven track record of generating substantial AUM or impressive T-12 figures.
- Ongoing professional development, maintaining relevant licenses and certifications.
