Executive Director, Private Wealth Manager
il y a 1 jour
At Redstone Private Banking Search, we are proud to partner with a leading international Private Bank to expand their US presence and hire a number of Senior Private Bankers this year. These talented individuals will be responsible for leveraging the Bank's sophisticated financial and non-financial options to offer personalized wealth management solutions to both US and international clients.
Key Responsibilities- Develop and execute tailored wealth management strategies for high net worth clients, utilizing the Bank's global capabilities and expertise.
- Collaborate with internal departments, including trading, compliance, and investment management, to provide a comprehensive and bespoke client service.
- Travel as necessary to meet with clients, onboard new accounts, and win new business, acting as an entrepreneur to develop and grow your portfolio.
- Build and maintain strong relationships with clients, understanding their unique needs and goals, and providing expert advice and guidance.
- A proven track record of business development and client acquisition, with a hunter mentality and a strong understanding of the wealth management industry.
- Series 66 and 7 licenses, with fluency in English and any other language beneficial.
- Experience managing a portfolio of U/HNW clients from the US, Europe, or LatAm, requiring wealth management and investment banking services.
- Located in Miami or New York, or willing to relocate.
If you are a motivated and experienced professional looking to take your career to the next level, please submit your application through the Vacancy Form or send us a copy of your resume and cover letter to .
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