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Job Reference: RB0221A Job Title: Senior Relationship Manager (Latam Markets), Switzerland Location: Central & South America, Europe, US & Canada Product: Wealth and Asset Management Role: Client Relations, Financial Planning, Portfolio Management
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 specialist independent asset manager that has been in the market for over 20 years. They specialise in private banking and asset management services to U/HNWI LatAm private clients and families. They are looking for an experienced relationship manager to join their team in their offices in Geneva, Miami or the Bahamas
Key Responsibilities / Tasks
Responsible for managing portfolio of U/HNWI private clients or families located in Latin America
Advising clients on portfolio management, asset allocation, wealth structuring and investment strategies.
Managing client relationships effectively and prospecting new clients
Travelling as necessary to meet clients and prospect new relationships in your network
Role reports into Executive Director
Key Qualifications / Experience
Minimum 5-10 years' experience working as a private banker and/or relationship manager covering the Latin America market
Existing book of U/HNWI clients and AUM of at least CHF 80 MM
Strong knowledge of investment solutions across all asset classes and products (fixed income, equities, bonds, commodities)
Role based in Geneva, Miami or the Bahamas (can relocate)
For all positions based in Switzerland, Redstone Private Banking Search ltd works with their licensed Swiss partner Accurity GmbH. All candidate applications are handled in accordance with Swiss law. 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 firstname.lastname@example.org or submit your application through the Vacancy Form.