Private Banker (Italian market), Independent Wealth Manager Private Banker (Italian market), Independent  …

Redstone Private Banking Search
in London, England, United Kingdom
Permanent, Full time
Last application, 02 Apr 20
Competitive
Redstone Private Banking Search
in London, England, United Kingdom
Permanent, Full time
Last application, 02 Apr 20
Competitive
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Posted by:
Posted by:
Senior Consultant
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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.

Redstone Private Banking Search are currently working with a London-based independent wealth management firm looking to expand their coverage of the Italian market.

Key Responsibilities / Tasks

  • Responsible for prospecting, managing and developing a portfolio of HNW Italian clients
  • Advising clients on bespoke investment solutions (such as discretionary portfolio management) and ensuring that the proposals are in line with client’s goals and objectives
  • Monitoring and managing client portfolios regularly
  • Travelling as necessary to meet clients and prospect new business
  • Role reports to Head of Wealth Management

Key Qualifications / Experience

  • At least 5 years’ experience as a Private Banker / Relationship Manager
  • Excellent relationships within the HNW Italian market
  • Fluent in Italian
  • A proven track record of business development and client retention
  • Fluent in Italian and English
  • Located in London, Geneva or anywhere in Italy
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