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 family owned Swiss Private Bank who have been operating for over 200 years in Geneva. They are looking on onboard a senior ‘hunter’ private banker or banking team who work with clients domiciled in Uruguay, Panama and/or Argentina.
Key Responsibilities / Tasks
- Manage and develop a portfolio of U/HNW clients who you have acquired yourself or built long term and loyal relationships with. Transferable clients are very important for this role as the Bank looks to develop its coverage of this market.
- Work with your clients and internal teams (compliance and investment specialists) to identify new investment opportunities to meet the individuals’ needs and goals with the aim of generating large revenue returns.
- Tailor your service to meet the needs of the target markets: Uruguay, Panama, and Argentina and understand how they differ from the international markets in terms of product preference and culture.
- Continued business development though leveraging off your network and finding new and innovative ways to on-board new clients or increase your clients’ ticket size to work towards net new money (NNM) targets.
- Role reports to head of private banking
Key Qualifications / Experience
- Hunter profile with a minimum of 7 years’ as a private banker in a Private Bank with longstanding client relationships.
- Fluency in English and Spanish is essential. Any other languages will be a bonus
- Experience in building a book from scratch and a proven track record of business development
- Located in Uruguay or willing to relocate from Switzerland.
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.