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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 London-based independent wealth management firm looking to expand their coverage of the Italian market.
Key Responsibilities / Tasks
Responsible for prospecting, managing and developing a portfolio of HNW Italian clients
Advising clients on bespoke investment solutions (such as discretionary portfolio management) and ensuring that the proposals are in line with client's goals and objectives
Monitoring and managing client portfolios regularly
Travelling as necessary to meet clients and prospect new business
Role reports to Head of Wealth Management
Key Qualifications / Experience
At least 5 years' experience as a Private Banker / Relationship Manager
Excellent relationships within the HNW Italian market
Fluent in Italian
A proven track record of business development and client retention