The Anderson Search Group
August 12, 2023
New York City, New York
Job Type


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.
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