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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
The main focus of this role is to develop a portfolio of institution clients such as family offices, multi-family offices (MFO), external asset managers (EAMs) and insurance companies.
Work closely with the centralised investment team and compliance team to deliver a professional service to both your client and the end clients
Negotiate contract agreements with the clients to increase ticket size and portfolio revenue
Regular travel to target market to meet with clients and onboard new prospects through internal and external referrals
Role will report to Head of Intermediaries or Head of EAMs
Key Qualifications / Experience
At least 5 years' experience in an established bank or asset management group
A good track record of client acquisition, revenue generation and business development
Sound knowledge of alternative and traditional asset classes; equities, fixed income, bonds, shares, real estate, private equities.
University degree in banking or finance or an equivalent degree with further relevant education
This role can be based in Zurich, Geneva or Lugano
Internal Number: 6568380
About Redstone Private Banking Search
eFinancialCareers is a career site specializing in financial services.