What are the responsibilities and job description for the Wealth Management Director position at Avior Executive Search, Inc?
A leading full-service bank seeks an accomplished Senior Advisor/Banker to develop and sustain relationships with UHNW and HNW clients.
- Nurture and grow existing relationships.
- Identify and pursue new business opportunities through established networks.
- Collaborate with colleagues to enhance cross-selling initiatives.
- Deliver bespoke financial solutions encompassing banking, lending, brokerage, and trust services.
Main Job Functions:
- Deepen relationships with high-net-worth clients.
- Draw upon extensive professional networks to drive new business growth.
- Partner with internal teams to create mutually beneficial opportunities.
- Offer expert guidance on financial markets and trends to both current and prospective clients.
- Represent the organization at industry conferences and events.
- Exemplify a driven, results-oriented approach.
Essential Qualifications:
- Bachelor's degree and at least 7 years' experience in private banking or wealth management.
- A proven ability to achieve exceptional results, exceeding $100 million in assets under management or attaining $350,000 in quarterly revenues.
- Hold necessary industry certifications, including Series 7 and 66, plus life, health, and variable insurance licenses.
