Latam Private Banker, Switzerland / Miami / Bahamas Latam Private Banker, Switzerland / Miami /  …

Redstone Private Banking Search
in Miami, FL, United States
Permanent, Full time
Be the first to apply
Competitive
Redstone Private Banking Search
in Miami, FL, United States
Permanent, Full time
Be the first to apply
Competitive
Latam Private Banker, Switzerland / Miami / Bahamas
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.
Redstone Private Banking Search are currently working with a LatAm focused international private bank / wealth manager. They are looking to bring aboard U/HNWI relationship managers and private bankers focusing on the Brazilian, Argentinian, Uruguayan, Peruvian, Mexican and Chilean markets.

Key Responsibilities / Tasks
  • Responsible for managing portfolio of U/HNWI private clients or families located in Latin America: Brazil, Argentina, Uruguay, Peru, Mexico, Chile
  • Advising clients on portfolio management, asset allocation, wealth structuring and investment strategies.
  • Managing client relationships effectively and prospecting new clients
  • Regular traveling to the region in order to meet clients and prospect new relationships in your network
  • Role reports into Head of Latin America
Key Qualifications / Experience
  • Minimum 5+ years' experience working as a private banker and/or relationship manager covering the Latin American market
  • Existing book of U/HNWI clients and AUM of at least CHF 150 MM
  • Strong knowledge of investment solutions across all asset classes and products (fixed income, equities, bonds, commodities)
  • Previous experience in a well-established private bank.
  • Roles can be based in Switzerland, Monaco, Miami or the Bahamas (can relocate)
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