Avior Executive Search Thoughts, Comments, Most Pressing Search Assignments, and Happenings

Avior Executive Search Thoughts, Comments,
Most Pressing Search Assignments, and Happenings

August is the month that has historically been when a large percentage of people go on vacation, as well as when many kids go back school. As I was writing this update, we actually took on 4 new engaged search assignments this week alone. Summer may be ending but the activity and demand for talent within the wealth management industry steadily continues.

In our June newsletter, I reported that there was some trepidation on the parts of firms; in fact, we did have 2 clients go on a hiring freeze. Therefore, my instinct at that time led me to believe that the market for talent in the wealth industry was slowing down. Clearly, I was wrong. Yes, employers were a bit spooked by the rapid rise in inflation, increased prices of food and gas, and mortgage rates; however, their fears have subsided and the 2 firms that went on freezes have since resumed their hiring processes.

This month I have chosen 2 topics I would like to discuss:

    1. Transparency is a 2-way Street During an Interview Process
    2. Counteroffers

Please keep in mind that I would love to hear from you regarding ideas and/or specific topics that you would like me to address in future newsletters! 

Market Insights

Five Signs You Hired a Great Relationship Manager for Your Wealth Management Firm
A relationship manager or an advisor is the front face or the primary contact person for the existing and potential clients. A relationship manager manages the clients, keeps the communication channels open, and actively solves problems. Read More

RIA Leaders Share Challenges and Opportunities of Running an Advisory Firm
The advisory industry, like most other industries, has experienced the repercussions of the pandemic. While firms are still dealing with the issues of employee retention, dropping stock markets, and evolving forms of communication, the future is hopeful. Read More

Pressing Search Assignments

Director of Human Resources
Avior Executive Search, Inc. has been retained by a growing Multi-Family Office, with offices in Miami & Mexico City. Our client is seeking a dynamic bilingual HR Director/Generalist with a minimum of 5 years within the wealth management industry.

Investment Analyst
Our client is a highly successful International Multi-Family Office located in the heart of the financial district on Brickell Avenue in Miami. This is a newly created position as an Investment Analyst and will work closely with the Portfolio Manager in the management of the company’s portfolio construction, selection, and monitoring, analyzing, delivering customized client solutions and providing analytical support.

Senior Private Bankers
Boutique International Private Bank seeking UHNW Domestic Private Bankers for the South Florida & NYC Markets. This is a newly created position is a critical need for our client’s strategic growth strategy in the U.S market.

Senior Relationship Manager / Private Banker

Responsible for establishing new business relationships with high-net worth and ultra-high net-worth individuals, and maintenance of these relationships. Offer services to include, but not limited to, investment management, portfolio management, and investment banking.

About Avior Search

Avior Executive Search is a professional recruiting firm specializing in the wealth management industry globally. We have built a proud reputation based on our search process and market knowledge and have an unmatched network with extensive search experience in the United States, Canada, Latin America, Europe, and Middle East global wealth management industry.

aviorsearch.com | (646) 612-7699