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Avior Executive Search Thoughts, Comments,
Most Pressing Search Assignments, and Happenings
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Happy June Everyone!
This is a month filled with celebrations. First, I want to wish Happy Father’s Day to all the dads. Next, to those of you with children graduating from pre-k, elementary, middle and high school, I hope you enjoy these milestones and I send them best wishes for success as they move on to their next chapters. Lastly, for those of you with kids graduating from college, I send heartfelt congratulations in honor of no longer having to make tuition payments (which is one of the best Father’s Day gifts a dad could ask for!).
As I was writing this newsletter, the announcement came that we have officially entered a bear market. However, the increased demand for experienced talent within the wealth industry shows no signs of slowdown, even as we enter the summer months.
Our clients consistently and increasingly ask us for help with identifying individuals and teams with specific AUM size and/or T-12’s. In a very tough market, I encourage firms to also consider candidates from related areas such as institutional, commercial, private equity or investment banking, as these folks typically have very strong and large COI’s. Additionally, I strongly urge firms to keep a close eye on recognizing the market value of your talent. The days of yearly bonuses and reviews in this heightened market are gone. Companies are proactively valuing their employees, not waiting for them to seek out approval and compensation – and, oftentimes, leaving for a better opportunity when they know they deserve one. I recently witnessed this firsthand.
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How Great Leaders in the Wealth Management Industry Inspire Action Today
Behind every great wealth management firm is a great leader who knows how to lead the firm to success. What differentiates an average or a good leader from a great leader? Let’s explore how great leaders inspire action today. Read More
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Nail Your Wealth Management Executive Interview
Wealth management firms handle assets in billions. Whether you are planning to join a private wealth management firm or an investment bank, getting your foot in the door is not easy. Large banks such as Morgan Stanley, Goldman Sachs, and JP Morgan Chase, look for wealth managers… Read More
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Pressing Search Assignments
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Senior Relationship Managers/Private Banker
- Responsible for establishing new business relationships with high-net worth and ultra–high net–worth individuals, and maintenance of these relationships.
- The Senior Relationship Manager must have a personal minimum portfolio of 200M+ which they have personally built.
- Proven track record within the South Florida business & HNW community with strong centers of influence (COI’s) to build own book of business.
- Expertise as an advisor for HNW/UHNW individuals on accounting, legal, financial and/or other related matters. Offer services to include, but not limited to, investment management, portfolio management, and investment banking.
- Coordinate all required relevant work with third party providers (i.e. law firms, accountants, family governance and philanthropy advisors, private equity firms, custodian banks, and others)
- Fluency in Spanish is preferred.
- Location: Miami
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Financial Advisors – Nationwide
- Established record of sales success within another related industry such as finance, legal/trust, real estate, technology, Hospitality, philanthropy, fundraising, auction/fine art, Luxury brands, fashion, entertainment, sales, entrepreneurship, or private wealth manage finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management
- Minimum of seven years of relevant work experience in catering to finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management
- Location: New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco
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Financial Advisors – Nationwide
- Minimum T-12’s 400K average is 1M and above
- We work with All major wire houses, Independents, RIA’s for both onshore and offshore advisors
- Minimum T-12 would be 400K/ MIAM
- Location: New York,/Metro, Miami, Tampa, Houston Philadelphia, Washington, Boston, Atlanta, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco
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Senior International Relationship Manager or Banker
- Seeking a senior relationship manager or senior private banker who has active portable portfolio of private wealth clients in excess of 100M USD.
- Candidates must have a minimum of 7 years of experience as a private banker or relationship manager
- The Relationship Manager can come from different markets such as Asia, Latam, Europe, Caribbean, UAE, or Israel.
- Clients booking center are in Switzerland or Bahamas
- Relocation package available
- Individual producers and or teams welcome
- Location: Bahamas
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Executive Level Relationship Directors UHN
- Our client is a niche multi-family office catering to the mega wealthy UHNW clientele on a global scale.
- YOU must be the trusted advisor of the relationship to the clients that you serve
- This is truly a unique opportunity, and you must come from a tier 1 private bank, RIA, or Family Office.
- Location: Global Opportunities – Monaco, London, New York, Zurich, Singapore
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Meet Masad Dalie, Digital Marketing Manager
and New Business Development Specialist
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We welcome our newest addition to the Avior Executive Search family – Masad Dalie, who recently joined us as our Digital Marketing Manager and New Business Development Specialist. Masad, who is based in his native Nicaragua, possesses extensive marketing expertise and we are thrilled to have him on our team.
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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.
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