The Anderson Search Group has been engaged by a repeat bank client to identify a Senior Private Banker for the New York City Market. The ideal candidate will have an opportunity to become a player/coach and lead the entire East Region for this amazing private bank covering NYC, Boston, DC, Palm Beach and Tampa - 11 private bankers. There may also be an opportunity to inherit a book down the road. 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 New York City market.