The Anderson Search Group | September 2023 Updates

How to Hire an Excellent Private Client Advisor for Your Bank

Hiring an excellent private client advisor is crucial for any bank that wants to provide top-notch services to its clients.

A private client advisor is responsible for managing the financial affairs of high-net-worth individuals and families. They provide personalized investment advice, portfolio management, and financial planning services.
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The Future of Commercial Banking:
Top Trends to Watch

The commercial banking industry is undergoing significant changes driven by digitization, increased competition, and tighter regulation. To stay competitive and thrive in this evolving landscape, commercial banks need to adapt and embrace emerging trends. In this article, we share some of the top trends shaping the future of commercial banking. Read More

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

Private Banker – Dallas, TX

• 7+ years business development and relationship management experience with HNW/UHNW individuals and families in the Dallas market
• Extensive external network connected to the pockets of wealth in the Dallas 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

This video provides quick tips for hiring managers to ensure an effective candidate interview. We are pleased to offer this video to our clients and candidates and is part of our search process. Our recruiters are always available as a resource to you. Read More

This 10-minute video will help to ensure you have an effective interview.

These best practices are all designed to keep the decision resting with you for next steps!
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Wealth Advisor – Boston, MA

• Years experience: 7+ years in Wealth Advising specifically
• Average client size: $15M-$20M, smallest client is $10M, largest client is $40M
• Target Prospects: Business Owners considering a liquidity event, Real Estate Investors, Private Equity/ Hedge Fund Principals, Corporate Executives, UHNW Divorcees, Art Collectors
• New clients brought in YOY: 2-4 new clients
• Book size: $200M- roughly $100M self sourced in less than 4 years

C&I Banker – Dallas, TX

• 8 years of Commercial Banking experience – 6 in credit and 2 in production
• 2022 – #1 Top-performing banker out of a 13-banker Dallas team
• Production 100% Self-sourced, Loans are 100% Middle Market C&I:
  • 2022: $150M in Deposits and $2M in Loans (Ramp up year/capped out with Deposits). Brought in 3 new clients.
  • 2023 YTD: $10M in Deposits and $17M in Loans. Brought in 4 new clients. Book is generating $2.25M in revenue YTD.
  • 2023 Breakdown by deal: $3.4M SBA 504 owner occupied real estate deal, $3M C&I owner occupied real estate deal, $11M in working capital and equipment term notes to a C&I Manufacturer.
• Types of industries include commercial real estate opportunities such as multi-family, retail, office, and industrial

Credit Analyst – Chicago, IL

• Underwriting Manager with 12 years of credit experience, all with the same bank
• Generalist CRE/C&I underwriting experience
• Largest deal $45M; Average deal size is $4M – $5M
• Has worked on deals in almost every industry including retail, service, agriculture, and renewable energy
• 6 direct reports
• Pipeline is 2-3 deals simultaneously; Write-ups are 35-40 pages

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