Senior Private Banker, Milan

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 managing a Senior Private Banker opportunity with a leading European Banking Group in Milan. Our client have strong investment banking abilities and they are looking for a Senior Relationship Manager covering the U/HNW Italian entrepreneur market segment.

Key Responsibilities / Tasks

  • Manage and develop a portfolio of U/HNW Italian private clients, understanding their financial objectives, risk tolerance, and investment preferences.
  • Recommend and manage a diverse range of investment products and services, including equities, fixed income, alternative investments, and private banking offerings.
  • Collaborate with the investment bank and other internal teams, such as investment advisors, trust officers, and legal experts, to implement wealth management solutions tailored to clients’ objectives and preferences.
  • Identify and pursue opportunities to expand the client base and grow the private banking business, including referrals, networking events, and marketing initiatives.
  • Structure credit facilities and negotiate terms and conditions in accordance with clients’ financial requirements and risk profiles.

Key Qualifications / Experience

  • Currently working in a Private Bank, MFO or Asset Management company, managing a hunted portfolio of sophisticated UHNW Italian clients with whom you have long standing relationships.
  • Strong understanding of financial markets, investment products, and wealth management principles specific to the UHNW Italian Market
  • Proven track record of managing client relationships, driving business growth, and delivering results in a competitive market environment.
  • An entrepreneurial client base and prior experience of working within a Bank with CIB abilities is desirable but not necessary.
  • Fluent in English and Italian with relevant banking qualifications

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.

Apply for this position

Allowed Type(s): .pdf, .doc, .docx
Scroll to Top