Senior Private Banker

• 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 Sarasota/Fort Myers metro market and be able to self source.
• 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
• Compensation will be tailored to the individual