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Private Banker for HNI clients
| Details |
Country: USA
Location: Florida-Miami Miami
Total applied: 20 Job Category:Accounting/Finance/Insurance
Relevant Work Experience:10+ to 15 Years
Education Level:Bachelor's Degree
Location:US-FL-Miami
Status:Full Time, Employee
Occupations:General/Other: Accounting/Finance
Career Level:Manager (Manager/Supervisor of Staff)
Relevant Work Experience:10+ to 15 Years
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Private Banker for HNI clients
Private Banker for HNI clientsOur client is one of the largest banks in Europe and with their parent company have offices throughout the world: Miami, New York, LA, Peru, Buenos Aires, Rio, etc.
What sets our client apart from other financial institutions:Open architecture in terms of products and countries/clients Parent bank is located in Switzerland, many investors like that Transparency: monthly profit/loss statements, everything is there to see Weekly meetings: great training tool, learn about latest developments in the industry
Ideal candidates do not have to reside only in Miami. If you have the book of business and clients in another city, the client would be willing to open an office there, if they do not already have one there. DutiesThis position is responsible to bring new HNI clients and maintain profitable relationships. Assure attractiveness of relationships to existing and potential HNI clients Offer investment advice based on your research, guidance from the Investment Department and various in-house advisory team recommendations Identify HNI business opportunities Assure continuous analysis of HNI client and market demands regarding service and product offering Service HNI clients with PMA accounts with support by the Investment Department Work with Account Managers in other booking centers in order to assure their service is efficient and satisfying Reports regularly to the Chairman RequirementsBachelor's degree in a related subject required, Master's degree preferred Six to eight years of experience as a Relationship Manager of HNI (HNI= min. TUSD 500,000 in assets in the same organization) Series 7 required Ideal candidate must have $75-100 million under management Must be a true sales Hunter, as opposed to a Farmer Entrepreneurial spirit (enjoys running their own show)will get a monthly P/L statement showing how their business is running in terms of P/L Someone who is paid only on commissions probably will not work out here Compensation is SALARY PLUS COMMISSIONS Top reps make $400-500K per year Ideal candidate?s revenues need to be at least 3X income Knowledgeable in Microsoft Office and Outlook required Contact InformationJon Meredith
Executive Recruiter
jonm@arcgonline.com
Tel. 954.342.0550, ext. 1039
Fax 305.779.8568
American Recruiting & Consulting
6625 Miami Lakes Drive, #231
Miami Lakes, FL 33014
About ARC GroupOriginally founded in 1982, ARC Group is one of the oldest and most established Recruiting & Consulting Firms in South Florida. We are also one of the largest privately held Recruiting & Consulting Firms in the Southeast. We have been ranked for the last 5 years among the top recruiting firms in South Florida by the South Florida Business Journal. With over 100 years combined industry experience in recruiting, ARC Group represents a One Stop solution for all hiring and outsourcing needs.logET();PauseFooter(false);
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