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Private Banker (Hunter) & Relationship Manager (Farmer) Miami(US) Domestic Clients

Private Banker (Hunter) & Relationship Manager (Farmer) Miami(US) Domestic Clients

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Redstone Private Banking Search focuses on offering 360 search solutions to the global wealth management market. With competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking Search can confidently offer you an edge in todays volatile market.

Redstone Private Banking Search are working with a leading Swiss Private Bank looking to hire two senior professionals to join their domestic U.S. team in Miamione focused on acquiring new UHNW clients (hunter) and the other on managing and expanding those relationships (farmer).

Key Responsibilities / Tasks

• Develop and execute a targeted strategy to acquire new UHNW Miami (US) domestic (W9) clients
• Present a strong business plan and demonstrate a transferable book of business
• Focus on opening relationships and generating AUM growth for handover to the senior RM
• Collaborate with the investment advisory and compliance teams based in Switzerland
• Serve as the primary point of entry for new business development

Relationship Manager (Farmer):

• Take over newly onboarded client relationships to provide ongoing management and service
• Deliver long-term investment and wealth planning solutions, leveraging Swiss-based advisory teams
• Cultivate deep client loyalty and expand relationships within families and networks
• Ensure high-quality service, compliance, and retention of client assets
• Act as a strategic contact point for cross-border investment and booking matters
• Roles report to Head of Wealth Management Miami

Key Qualifications / Experience

• Proven track record working with U.S. domestic (W9) UHNW individuals and families
• Hunter role requires a portable client network and a clear business development plan
• Farmer role requires experience managing long-term relationships and cross-border investments
• Strong knowledge of U.S. regulatory environment and offshore booking (Switzerland)
• Entrepreneurial drive and ability to work collaboratively in
• Role is to be based in Miami

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Business Development, and Sales

• Industries

  Banking, Investment Management, and Investment Advice

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