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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 Swiss multi family office (MFO) in Geneva looking for an experienced Relationship Manager.
Key Responsibilities / Tasks
Responsible for managing ultra-high net worth private client portfolio
Primary focus on onshore market (Swiss resident / domiciled clients)
Work closely with clients in advising on asset management, wealth planning and structuring, real estate and private equity
Travelling when necessary to meet clients and/or prospect new relationships
Role reports into CEO
Key Qualifications / Experience
10+ years' experience working with ultra-high net worth families in private banking, wealth management and/or corporate advisory. Candidates should be client-focused, have an entrepreneurial flair and be seeking to move into an independent platform.
Strong relationships with ultra-high net worth individuals and families in Switzerland
Demonstrable track record of client management, acquisition and retention
Currently managing AUM of at least USD 150MM
Located in Geneva, Switzerland (Should have Swiss residency or permit)
Internal Number: 6432403
About Redstone Private Banking Search
eFinancialCareers is a career site specializing in financial services.