Senior Private Banker/Relationship Manager
redstone search groupMiami Springs, FL
Senior Private Banker/Relationship Manager
redstone search groupMiami Springs, FL
27 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous IntermediationAbout the role
Redstone Banking Search focus on offering 360° search solutions within global financial markets. With a competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses; Redstone Banking Search can confidently offer you an edge in today's volatile market. Redstone Private Banking Search are working with a leading international wealth management institution. They are looking to hire a Senior Private Banker/Relationship Manager to join their Miami-based wealth management team. The successful candidate will focus on advising high-net-worth and ultra-high-net-worth U.S. clients on international investment solutions, helping clients diversify their portfolios through access to global investment opportunities. This is an investment-led private banking role, focused on portfolio construction, wealth management solutions, and long-term client relationships. Key Responsibilities / Tasks Develop and manage relationships with HNW and UHNW clients, typically with minimum USD 20 million in bankable assets Advise clients on international investment strategies and portfolio diversification opportunities Identify and develop new business opportunities through an established network of sophisticated private clients Manage and grow existing client relationships through a consultative and investment-focused approach Partner with internal investment specialists to deliver tailored wealth management solutions Role reports to the Head US South East & Central Key Qualifications / Experience Proven track record as a Senior Private Banker, Relationship Manager, or Wealth Manager covering HNW/UHNW clients through offshore booking Strong investment advisory background with experience providing international wealth management solutions Demonstrated ability to build relationships with sophisticated private clients and generate new business Experience managing significant client portfolios and advising on investment strategies Strong understanding of global financial markets, investment products, and portfolio construction Role is to be located in Miami
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JOB OVERVIEW
Experience level
Senior
Location
Miami Springs, FL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
27 days ago
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