The Anderson Search Group | August 2023 Updates

As we creep to the midpoint of the 3rd quarter, we continue to see an increase in demand for talented Private Bankers and Private Client Advisors/Wealth Advisors across the country. The demand for wealth professionals able to open doors to high net worth clients and the ability to bring new families and assets into banks and firms is as high as we have seen in several years.

If you are in the HNW/UHNW space, contact us immediately.

Jeremy Anderson | President & CEO
Connect on LinkedIn | About Jeremy

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Senior Private Banker – New York, NY

• Formal Credit Training
• 10+ years experience in custom credit underwriting and structuring for HNW individuals and 3+ years developing new business in the HNW 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
• Entrepreneurial spirit and drive to build a business
• Well rounded, holistic approach to HNW wealth management solution selling.

Private Banker – Houston, TX

• 7+ years business development and relationship management experience with HNW/UHNW individuals and families in the Houston market
• Extensive external network connected to the pockets of wealth in the Houston market – must be able to open doors for the bank
• Credit Training and Custom Credit experience preferred but not required
• Proven ability to bring in not just loans and deposits, but also fee based wealth management business as well

Senior Credit Analyst – Uvalde, TX

• Ability to relocate to Uvalde, Texas
• 3 to 5 years minimum commercial credit analysis experience focused on Commercial Real Estate – MUST have CRE underwriting experience, C&I experience not required
• Demonstrated success in underwriting CRE deals sizes $250k and up to $25 million

Mortgage Processor – Uvalde, TX

• Ability to relocate to Uvalde, Texas
• 5 years minimum mortgage processing experience – taking the loan from underwriting and closing it, funding it and selling it on the secondary market
• Demonstrated success in managing relationships with customer, broker, lender, etc.

Commercial Real Estate Lender – Yuma, AZ

• Formal Credit Training
• Minimum of 5 years of commercial real estate production experience
• Proven track record for meeting and exceeding annual production goals
• Ability to relocate to Yuma

Wealth Advisor in Philadelphia, PA

• Years experience: 20+ years
• Client size: $7M-$30M – largest $186M
• Licenses: 7, 63, wealth strategist designation
• He is comfortable speaking on behalf of Fiduciary, estate planning, investments, etc.
• Production: YOY $250K-$350K in revenue purely on investments
• New relationships brought in YOY: 4-8 new relationships a year – average was $10M-$40M
• How business is attained: COIs, networking events, referrals from current clients
• Compensation: All in compensation needs to be at $400k+

Middle Market Lender in Miami, FL

• Top performing Senior Middle Market Banker who has four times created top lending portfolios from scratch
• Average client size: $50M-$500M largest client $2B+
• Average deal size: $10M-$50M
• Production YOY: $200M+
• Industry focus: General industries – but does have specialized experience in international businesses
• Additional information:
  • Promoted three times in five years at one of the largest institutions
  • Has been recognized as being a top performer (top 10%) for three years straight
  • Has experience as a sole contributor, leading a team and helping institutions break into new markets

We are a Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking and private wealth talent with the nation’s finest financial institutions.

www.andersonsearch.com