Private Banker (LatAm markets), Miami Private Banker (LatAm markets), 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
Private Banker (LatAm markets), Miami
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 Miami-based wealth management firm looking to expand its Latin America desk.

Key Responsibilities / Tasks
  • Responsible for expanding the firm's reach in the Latin American markets by developing a strong private client portfolio of UHNW and HNW clients (specifically in Mexico and/or Brazil)
  • Travel as necessary to meet clients and prospect new business
  • Develop and provide investment strategies to clients in order to assist them in reaching their financial goals
  • Reach personal targets - Net New Money (NNM) and ROA
  • Role reports to Head of Wealth Management
Key Qualifications / Experience
  • 10+ years' experience working as a private banker concentrating on the Latin American market
  • Fluency in Portuguese and Spanish
  • Experience working with HNWI/UHNWI in Latin American region, particularly Mexico and Brazil
  • Preferably US citizenship or valid work visa
  • Located in Miami
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