Sr. Manager (Private Banking Services) - To $275K - Fort Lauderdale, FL - Job # 3611B

Sr. Manager (Private Banking Services) – To $275K – Fort Lauderdale, FL – Job # 3611B

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our bank client is seeking to fill a Sr. Manager (Private Banking Services) role to be based in the Fort Lauderdale, FL market. The successful candidate will be responsible for helping clients achieve broad financial/investment goals related to the creation and management of wealth.

This position offers a generous base salary of up to $275K and an excellent benefits package. (This is not a remote position)

Sr. Manager (Private Banking Services) responsibilities include:

• Actively identify prospects and establish contact with them/convert prospects into clients.
• Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
• Anticipate events in a client’s life and business which have significant financial implications.
• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
• Build relationships with client families that cross generations to establish long-term connections to the
• Effectively manage client expectations regarding what can and cannot be executed on their behalf.
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
• Uncover needs that are not articulated or clearly expressed by the client.
• Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
• Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs.
• Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
• Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
• Establish a referral network and gain introductions to potential clients which generate new sales.
• Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
• Demonstrate strong commitment to team success and place team goals above personal achievement.
• Align complementary experiences and skill sets of team members to maximize client effectiveness.
• Ensure compliance on regulatory requirements and minimizes any potential liability for the bank.
• Ensure strong controls and effective operational and administrative services.
• Partner with colleagues across the bank’s network to leverage capabilities and share expertise.
• Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
• Establish credibility and trust with all Bank colleagues, maintaining the highest standards of personal and professional integrity.
• Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

• 10+ years of experience
• Extensive and proven experience in Private Banking, having covered the HNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
• Proficiency in Spanish preferred
• Required Licensing/Registration: SIE, Series 7, Series 66 (or 63 and 65)

The next step is yours. Email us your current resume along with the position you are considering to:

[email protected]