Senior Wealth Management Professional
il y a 6 heures
Redstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. With a strong presence in the global market, we offer tailored search solutions to Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers, and Investment Houses.
We are currently working with an International Private Bank in Liechtenstein to develop the Polish and wider CEE markets. As a key member of our team, you will focus on developing leads into Private Banking clients and working closely with both new and existing clients to offer a full range of discretionary and advisory wealth management services.
Key Responsibilities:
- Develop leads into Private Banking clients
- Work closely with new and existing clients to offer wealth management services
- On-board and book private clients with the Bank in Switzerland
- Meet Net New Money (NNM) and Return on Asset (ROA) targets
- Understand compliance and regulatory implications in target markets
Reporting to the Managing Director, Head of International Private Banking, you will be part of a dynamic team that is shaping the future of private banking.
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Senior Wealth Management Professional
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Senior Wealth Management Professional
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