Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.
We are working with a leading international Private Bank, present in Miami, New York, LatAm, Europe, Asia and the Middle East. The Bank are looking to expand their US presence and hire a number of Senior Private Bankers this year who can cover both US and International clients.
Key Responsibilities / Tasks
- Leverage off the Bank’s sophisticated and diversified financial and non-financial options to offer insightful and personalized wealth management.
- Work in cooperation with their global offices in regard to offshore asset allocation, alternative investment proposals and wealth preservation & utilize the international capabilities.
- Travel as necessary to meet with your clients, onboard NTB accounts and win new business. Act as an entrepreneur to develop and grow your portfolio with the Institution.
- Liáse with the internal departments (trading desk, compliance team, investment management team, senior management) to provide a full and bespoke client service.
- Role reports into the local Managing director.
Key Qualifications / Experience
- A Client / Investment advisor with a hunter mentality and a track record of business development or client acquisition.
- You are managing a portfolio of U/HNW clients from the US, Europe or LatAm who require Wealth Management and Investment Banking services.
- Series 66 and 7.
- Ideally you are located in Miami or New York, or you are willing to relocate.
- Fluency in English. Any other language is beneficial.
If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to or submit your application through the Vacancy Form.