Senior Private Banker (Multiple Private Banks)

Agius & Partners SANew York City, NY
1d

About The Position

Agius & Partners is currently hiring Senior Private Bankers on behalf of several prestigious global and boutique private banks expanding their UHNW presence in New York City . These are ongoing strategic mandates for experienced bankers with established UHNW client relationships seeking a top-tier platform to grow their business.

Requirements

  • 10+ years of experience in UHNW private banking, wealth management, or family office advisory.
  • Demonstrated track record of building and managing a portfolio of UHNW clients, ideally with portable client relationships.
  • In-depth knowledge of investment products, credit facilities, estate planning, and tax optimization .
  • Well-established network within the New York and East Coast UHNW community .
  • Bachelors degree required

Nice To Haves

  • Advanced degree or certifications (CFA, CFP, MBA) strongly preferred.

Responsibilities

  • Client Acquisition & Relationship Management Source, onboard, and advise Ultra High Net Worth (UHNW) clients
  • Serve as the lead relationship manager , offering tailored financial and investment solutions across asset classes.
  • Build deep, trust-based relationships with UHNW individuals, families, and family offices.
  • Coordinate with in-house experts in investments, credit, trust, and estate planning to deliver fully integrated wealth strategies.
  • Advisory & Strategic Planning Provide clients with comprehensive portfolio management, credit structuring, and intergenerational wealth solutions .
  • Stay abreast of global market developments to provide proactive investment and advisory insights.
  • Uphold the highest standards of compliance, ethics, and risk management.

Benefits

  • Competitive base salary with performance-based bonuses and revenue participation.
  • Access to a global private banking platform with deep product capabilities.
  • Exceptional internal support for client onboarding, credit, and investment advisory.
  • Collaborative, entrepreneurial culture encouraging autonomy and long-term relationship building.
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