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Redstone Private Banking Search are currently working with a Swiss private bank that offer traditional wealth management and asset management services to U/HNWI private clients and institutional investors. The bank are looking to expand their teams in Geneva covering key markets in Latin America.
Key Responsibilities / Tasks
Responsible for managing portfolio of U/HNWI private clients or families located in Latin America such as Brazil, Argentina, Uruguay, Chile, Mexico and Colombia.
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 Market Head.
Key Qualifications / Experience
Minimum 5 years' experience working as a private banker and/or relationship manager in a similar Swiss or European institution covering the Latin America market.
Existing book of U/HNWI clients with a track record of revenue generation and client acquisition.
Strong knowledge of investment solutions across all asset classes and products (fixed income, equities, bonds, commodities).
Role based in Geneva
For all positions based in Switzerland, Redstone Private Banking Search works with their licensed Swiss partner Accurity GmbH. All candidate applications are handled in accordance with Swiss law.