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