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Redstone Private Banking Search are currently working with an EAM who are looking to onboard several 'hunter' relationship managers / a team of bankers who have a strong focus on the LATAM market. This particular EAM's HQ is from Geneva with physical presence across strategic locations in the US and South America with the option of enabling their employees to work from different offices throughout the year, should this be something of interest or needed to be located closer with your clients.
Key Responsibilities / Tasks
Build and nurture a self-sourced book of HNW/ UHNWI individuals / families with a view to generating a profitable business for the Private Wealth unit
Be proactive and act as an entrepreneur to increase exposure within the target market, carrying out business development and networking to identify new areas for growth and client acquisition.
Undertake responsibility for the performance of the desk and achieving targets set out, whilst ensuring all KYC, AML and other Compliance screenings are adhered to, to the highest standard to ensure quality and compliant onboarding and ongoing monitoring of client relationships.
Be the first point of contact for all managed clients, delivering the highest degree of client service standards.
Role reports into the Head of Asset Management.
Key Qualifications / Experience
5+ years' experience as a private banker, with 4 or more years as an acquirer of assets/clients.
An existing network within clients in the target market segment should ideally already be in place
A proven track record of cultivating new relations through offering high quality investment services and advice
Ability to work with senior staff and progress with strategic initiatives, supporting the wider business objectives.