The Anderson Search Group
Published
July 6, 2023
Location
Philadelphia, Pennsylvania
Category
Default  
Job Type
Full-time  

Description

The Anderson Search Group has been RETAINED by America’s OLDEST, LARGEST and most PRESTIGIOUS private bank to identify a Senior Relationship Manager to take on a sizable book of existing business.  This client is privately held and is not beholden to Wall Street - meaning they can focus on their clients, not shareholders.  This is an opportunity to come into a globally renowned, privately held private bank, make an immediate impact without the big bank bureaucracy while having one of the most lucrative compensation plans in the industry.

The Ideal Candidate Shall Possess:

  • 20+ years experience in business development and relationship management with UHNW clients - preferably $25 million+ in size
  • Proven ability to drive and grow an existing book of business
  • CFP or CFA preferred but not required - in depth understanding of wealth planning is required
  • Proven success in dealing with business owners selling their businesses
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