Redstone Search
LATAM Market – Private Banker – Miami Desk
Redstone Search, Rancho Cucamonga, California, United States, 91739
Overview
Redstone Private Banking Search specialises in offering 360° search solutions to the global private banking and wealth management markets. With extensive coverage of Private Banks, Family Offices, Wealth Managers, and Investment Firms, Redstone Private Banking Search provides a competitive edge in sourcing top-tier talent for today’s evolving financial landscape. Redstone Private Banking Search is working with a leading financial institution looking to hire a
Private Banker
to join their team.
Responsibilities
Develop and manage a portfolio of ultra/high-net-worth clients across the LATAM region, providing tailored wealth management and investment solutions.
Proactively acquire new clients and deepen relationships with existing ones through strategic prospecting and networking.
Work closely with internal teams, including investment specialists, credit advisors, and compliance, to ensure seamless client service.
Stay up to date with market trends, regulatory changes, and financial products relevant to LATAM clients.
Role reports to the Head of Private Banking.
Qualifications
Proven track record as a Private Banker or Relationship Manager, managing LATAM clients and their wealth management needs.
Strong network and client acquisition skills, with a deep understanding of Latin American market dynamics.
Expertise in investment advisory, credit structuring, and financial planning for ultra-high-net-worth individuals.
Role is to be client-focused, revenue-generating, and compliance-driven.
If you match the job description and are keen on applying for this role, please send us a copy of your resume/cover letter to leo@redstonesearch.com or submit your application through the Vacancy Form.
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Private Banker
to join their team.
Responsibilities
Develop and manage a portfolio of ultra/high-net-worth clients across the LATAM region, providing tailored wealth management and investment solutions.
Proactively acquire new clients and deepen relationships with existing ones through strategic prospecting and networking.
Work closely with internal teams, including investment specialists, credit advisors, and compliance, to ensure seamless client service.
Stay up to date with market trends, regulatory changes, and financial products relevant to LATAM clients.
Role reports to the Head of Private Banking.
Qualifications
Proven track record as a Private Banker or Relationship Manager, managing LATAM clients and their wealth management needs.
Strong network and client acquisition skills, with a deep understanding of Latin American market dynamics.
Expertise in investment advisory, credit structuring, and financial planning for ultra-high-net-worth individuals.
Role is to be client-focused, revenue-generating, and compliance-driven.
If you match the job description and are keen on applying for this role, please send us a copy of your resume/cover letter to leo@redstonesearch.com or submit your application through the Vacancy Form.
#J-18808-Ljbffr