Senior Private Banker/Relationship Manager
Redstone Search Group
Redstone Banking Search focus on offering 360° search solutions within global financial markets. With a competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses; Redstone Banking Search can confidently offer you an edge in today's volatile market.
If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.
Redstone Private Banking Search are working with a leading international wealth management institution. They are looking to hire a Senior Private Banker/Relationship Manager to join their Miami-based wealth management team.
The successful candidate will focus on advising high-net-worth and ultra-high-net-worth U.S. clients on international investment solutions, helping clients diversify their portfolios through access to global investment opportunities. This is an investment-led private banking role, focused on portfolio construction, wealth management solutions, and long-term client relationships.
Key Responsibilities / Tasks
- Develop and manage relationships with HNW and UHNW clients, typically with minimum USD 20 million in bankable assets
- Advise clients on international investment strategies and portfolio diversification opportunities
- Identify and develop new business opportunities through an established network of sophisticated private clients
- Manage and grow existing client relationships through a consultative and investment-focused approach
- Partner with internal investment specialists to deliver tailored wealth management solutions
- Role reports to the Head US South East & Central
Key Qualifications / Experience
- Proven track record as a Senior Private xhyhwjd Banker, Relationship Manager, or Wealth Manager covering HNW/UHNW clients through offshore booking
- Strong investment advisory background with experience providing international wealth management solutions
- Demonstrated ability to build relationships with sophisticated private clients and generate new business
- Experience managing significant client portfolios and advising on investment strategies
- Strong understanding of global financial markets, investment products, and portfolio construction
- Role is to be located in Miami
Vacancy posted 4 days ago
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