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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 an international private bank looking to expand its coverage of the Swiss onshore HNW market.
Key Responsibilities / Tasks
Responsible for managing portfolio of high net worth Swiss resident / Swiss domiciled clients
Advising clients on portfolio management, asset allocation, wealth structuring and other investments
Managing client relationships effectively and personably and prospecting new clients
Working closely with investment advisory and compliance teams
Role reports into Managing Director
Key Qualifications / Experience
Minimum of 5 years' experience as a Private Banker / Relationship Manager covering the Swiss HNW onshore market
Demonstrable track record of client retention, acquisition and revenue generation
Strong knowledge of private banking products and multi-asset investment solutions
Excellent relationships with high net worth individuals and families in Switzerland
Located in Geneva
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.
Internal Number: 5054070
About Redstone Private Banking Search
eFinancialCareers is a career site specializing in financial services.