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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.
Key Responsibilities / Tasks
Deliver bespoke financial advice to high net worth clients based in UK;
Provide and ongoing service to an existing client following of £10m to £100m;
Work independently as a Partner in the business in order to develop and feel rewarded from both partnerships with clients and peers;
Review clients' portfolios accordingly following ongoing service agreements;
Clearly identify client needs, analyse and research the market in order to make suitable recommendations;
Key Qualifications / Experience
A minimum of 5 years 'experience with track records of building a client portfolio;
Diploma in Regulated Financial Planning, Level 4 qualification;
Excellent communication skills in English, any additional language;
Clear understanding of Money Laundering Regulations;
Located in London, UK;
Internal Number: 6557024
About Redstone Commodity Search
eFinancialCareers is a career site specializing in financial services.