Senior Private Banker
Company: Avior Executive Search
Location: Orlando
Posted on: April 2, 2026
|
|
|
Job Description:
Our client is a growing, regional, full-service bank
encompassing Private Banking, Lending, Branch, Brokerage, Trust,
Credit, and Insurance. Due to its active growth in key markets such
as Long Island, New Jersey and Orlando, our client has engaged us
to identify candidates in these specific markets. The Senior
Private advisor will: 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 Orlando/Central
Florida market. 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
Keywords: Avior Executive Search, Titusville , Senior Private Banker, Sales , Orlando, Florida
