M&T Bank: Senior Private Banker
$350kAvior Executive Search, Inc
Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. About the Role Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients.
Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
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.
Qualifications 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.
Equal Opportunity Statement Our client is committed to diversity and inclusivity.
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Vacancy posted 3 days ago
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