Senior Private Banker

Senior Private Banker

NEW YORK CITY

Boutique International Private Bank seeking an UHNW Domestic Private Banker for the New York Market.

Avior Executive Search, Inc. has been asked by one of our global private banks with offices globally (Europe, Latin America, Asia, Middle East, Caribbean), to help them in identifying a Senior Private Banker with an established UHNW clientele for the New York/Metro Market. This is a newly created position is a critical need for our client’s strategic growth strategy in the U.S market. This individual’s role will be client-centric and focused on providing their HNW & UHNW clientele with personalized service tailor-made for their own needs and goals.

Experience / Responsibilities

• Responsible for establishing new business relationships with high-net worth and ultra-high net-worth individuals, and maintenance of these relationships
• Proven track record within the Palm Beach business & HNW community with strong centers of influence (COI’s) to build own book of business with an average client of 5M
• Expertise as an advisor for HNW/UHNW individuals on accounting, legal, financial and/or other related Offer services to include, but not limited to, investment management, portfolio management, and investment banking
• Coordinate all required relevant work with third party providers (i.e., law firms, accountants, family governance, philanthropy advisors, private equity firms, custodian banks, and others)

Qualifications / Skills

• Superior knowledge of investment management strategies, processes and products, trust solutions, general financing, banking, and lending products
• Demonstrated high level of expertise in sales, networking, negotiations, community relationship building and execution of responsibilities
• Superior quantitative and analytical skills. Outstanding organizational Proficient interpersonal communication, writing and presentations skills

Educational Background

• Bachelor’s degree in Business, Finance, Economics and/or related field is Master’s degree preferred.

Please contact Alan Goldstein-President of Avior Executive Search for more information. All inquiries will be held in the strictest of confidence.