The Anderson Search Group has been engaged by a repeat bank client to identify a Senior Private Banker for the West Palm Beach, Florida Market. We recently placed Senior Private Bankers with this same client in Denver and Boston and they both love it! This organization has a national footprint and has been named Best Private Wealth Manager over $5 billion in Performance and Overall Client Service and has also been named Best Multi-Family Office over $20 billion in Client Service. Reach out to us immediately to inquire as to how you can join one of Barron's Top 40 Wealth Management Firms!
The ideal candidate shall Possess:
- Formal Credit Training
- 10+ years experience in custom credit underwriting and structuring for high-net-worth individuals and 3+ years developing new business in the high net worth arena focused on loans, deposits, investment AUM and planning.
- Proven track record and ability to bring in HNW new loans, deposits, investment AUM and planning revenue using their own external centers of influence - not relying on internal referrals.
- Entrepreneurial spirit and drive to build a business.
- Well rounded, holistic approach to HNW wealth management solution selling - we are not interested in candidates ONLY focused on a single area of wealth - must be able to sell all solutions.
- Community and board involvement with pockets of wealth in and around the West Palm Beach market.