Financial Advisor, Caribbean Financial Advisor, Caribbean …

Redstone Private Banking Search
in New York, NY
Permanent, Full time
Be the first to apply
Competitive
Redstone Private Banking Search
in New York, NY
Permanent, Full time
Be the first to apply
Competitive
Financial Advisor, Caribbean
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 working with a leading bank in the Caribbean seeking to expand their Wealth Management team.

Key Responsibilities / Tasks
  • Responsible for managing private client portfolio (Latin America / Central America / Caribbean), as well managing team of Advisors (if applicable)
  • Taking a leading role in building the bank's advisory platform and presence in the target markets
  • Achieving ROA and NNA targets
  • Travelling to meet clients and prospect potential clients
  • Role reports into Head of Wealth Management
Key Qualifications / Experience
  • 8-10+ years' relationship management experience in a private bank or wealth management firm as a Financial Advisor, Investment Advisor or Private Wealth Manager
  • Strong relationships in the Latin American, Central American and/or Caribbean markets
  • Demonstrable track record of client satisfaction, acquisition and revenue generation
  • Fluency in Spanish and/or Portuguese
  • Located in Caribbean (multiple locations)
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