Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Banker

$350k

Avior Executive Search

Senior Private Advisor

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
Avior Executive Search
Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Banker in Orlando, FL vacancy
  • $260k - $350k

     ...Job Title Senior Relationship Manager – Southern Cone (Argentina and Chile) Location Miami...  ...New York City Company Retained by a global private bank Requirements 7-10+ years of experience as a Relationship Manager, Private Banker, or Wealth/Financial Advisor Strong book of... 
    Senior
    Full time
    Local area

    Norman Alex

    Orlando, FL
    4 days ago
  • $52k

     ...Senior Consumer Relationship Banker At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate... 
    Senior
    Full time
    Work at office
    Flexible hours

    Regions Financial

    Orlando, FL
    3 days ago
  • $77k - $202k

     ...ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various business applications, helping clients optimize operational... 
    Senior
    Full time
    H1b

    PwC

    Orlando, FL
    4 days ago
  •  ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients... 
    Senior

    Beacon Pointe Advisors

    Winter Park, FL
    21 hours ago
  •  ...Private BankerWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide...  ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    Chase

    Orlando, FL
    1 day ago
  •  ...a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to...  ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families... 
    Temporary work
    Work experience placement
    Local area

    Next Frontier Capital

    Orlando, FL
    21 hours ago
  •  ...estate banking. This role is ideal for an experienced commercial banker who can develop new relationships, expand an existing portfolio,...  ...relationship management, market leadership, underwriting, and senior credit stakeholders. Prepare and maintain supporting documentation... 
    Senior

    FinTrust Connect Careers

    Orlando, FL
    8 days ago
  • DSI Management, LLC is seeking a Senior Accountant to join our Financial team in a role focused on general ledger posting, financial reporting, budgeting, and tax compliance. You will prepare monthly statements, dashboards, and reports, and support audits and regulatory... 
    Senior

    DSI Management

    Winter Park, FL
    21 hours ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase

    Orlando, FL
    21 hours ago
  •  ...Senior Financial Associate An outstanding opportunity exists to join RVR Consulting Group, an Orlando-based firm specializing in...  ...firm and exposure to corporate strategy, investment banking, or private equity Experience optimizing business processes through increased... 
    Senior
    Full time

    RVR Consulting Group

    Winter Park, FL
    more than 2 months ago
  • $77k - $202k

     ...SectorNot ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance - Senior Associate, you will specialize in using and managing the Oracle Financials software, an integrated financial management system that... 
    Senior
    Full time
    H1b

    PwC

    Orlando, FL
    2 days ago
  • Job Title Responsibilities include but are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment...

    Valley National Bancorp

    Winter Park, FL
    2 days ago
  • $46.12k - $55.16k

     ...Relationship Banker IIAt Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and... 
    Flexible hours

    Regions Bank

    Winter Park, FL
    3 days ago
  •  ...RoleAre you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you’ll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and... 
    Senior
    Full time
    Work at office

    City National Bank of Florida

    Orlando, FL
    1 day ago
  •  ...Senior Commercial Relationship Manager – Orlando, FL FinTrust Connect has partnered with a community-focused financial institution to...  ...Manager. This opportunity is ideal for an experienced commercial banker who thrives on business development, consultative client relationships... 

    FinTrust Connect

    Orlando, FL
    3 days ago
  •  ...A financial services company located in Orlando, Florida, seeks a Senior Commercial Relationship Manager. This role is responsible for achieving deposit and loan growth objectives while maintaining client relationships. The ideal candidate will have a minimum of 8 years... 

    Ameris Bank

    Orlando, FL
    21 hours ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based from our Doctor Phillips Branch, located at 8020 Conroy Windermere Road... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Orlando, FL
    21 hours ago
  •  ...trust, investment advisory, personal and commercial banking services to meet all client needs with personalized solutions. Personal Banker – Responsibilities Perform daily branch functions including client services, teller operations, vault duties, account opening/... 
    Temporary work
    Work at office
    Remote work
    Night shift

    Cypress Bank & Trust

    Winter Park, FL
    2 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Orlando, FL at the West Colonial Branch. Bilingual Spanish Required.... 
    Temporary work
    Work experience placement
    Work at office

    PNC Financial Services Group

    Orlando, FL
    2 days ago
  • Job ResponsibilitiesResponsibilities include, but are not limited to:1. Exceptional Customer Service: Provide friendly and professional service in accordance with Valley's mission statement.2. Product Knowledge: Understand all bank products and services, educate and demonstrate...

    Valley National Bancorp

    Winter Park, FL
    4 days ago
  •  ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Orlando, FL
    2 days ago
  •  ...across a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or...  ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Orlando, FL
    4 days ago
  • Job DescriptionHi,We have a new long term contract open for an h1 candidate near Orlando, FL! It is for a mid - senior level Groovy / Grails Developer. Please send me candidates with the following experience along with their references. Thank you!Only USC, GC and GC EAD... 
    Senior
    Long term contract

    USM Systems

    Orlando, FL
    21 hours ago
  • $124k - $280k

     ...SectorSpecialismOracleManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance Consultant - Senior Manager, you will help organizations leverage enterprise technology to achieve their digital goals and capitalize on business... 
    Senior
    Full time
    H1b

    PwC

    Orlando, FL
    2 days ago
  • Progress Residential is seeking a Service Technician III - HVAC to service our single-family homes nationwide from Orlando, FL. You will inspect, troubleshoot and repair HVAC systems, perform preventative maintenance and manage related repairs with a focus on safety and...
    Senior

    Progress Residential

    Orlando, FL
    2 days ago
  • $134.6k - $210.1k

     ...Senior Principal DevOps Engineer Location: Long Island City, NY, Orlando, FL, Salt Lake City, UT Req ID: 58392 Category: Information Technology Position Summary: The Senior Principal Engineer, DevOps plays an integral role in implementing and executing cloud practices... 
    Senior
    Temporary work
    Work experience placement
    Flexible hours

    JetBlue

    Orlando, FL
    2 days ago
  • Evermore in Orlando is seeking a Revenue Manager to support revenue growth through smart pricing strategies and market analysis. As part of the team, you will optimize room inventory distribution and enhance revenue performance across channels. The ideal candidate should...
    Senior

    Evermore

    Orlando, FL
    21 hours ago
  • $120k - $150k

     ...Risk Manager / Senior Risk AnalystLocation: Atlanta, Orlando or Tampa (Hybrid) — Remote flexibility available for the right candidate...  ...Family & Dealer General Warranty The CV Family Organization is a privately held family of companies generating more than $200M in revenue,... 
    Senior
    Contract work
    Remote work

    Integro Insurance Brokers

    Orlando, FL
    1 day ago
  •  ...Tax Senior Opportunity A well-respected client is seeking a Tax Senior due to the growth in their firm. Are you an experienced individual with a knack for numbers? Then look no further, because we have the perfect opportunity for you! As a Tax Senior, you will be... 
    Senior

    gpac

    Orlando, FL
    1 day ago
  •  ...Direct message the job poster from Brewer Morris Senior Recruiter with a specialization in placing Accounting and Finance professionals across the Southeastern United States. We’re seeking an experienced Senior Accountant to join our client's revenue team, focusing on... 
    Senior
    Full time

    Brewer Morris

    Orlando, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Banker. Be the first to apply!