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Redstone Private Banking Search
Miami, Florida, UNITED STATES
(on-site)
Posted
30 days ago
Redstone Private Banking Search
Miami, Florida, UNITED STATES
(on-site)
Job Function
Investment Management/Investor Relations
LATAM Market - Private Banker - Miami Desk
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
LATAM Market - Private Banker - Miami Desk
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Redstone Private Banking Search is working with a leading financial institution looking to hire a Private Banker to join their team.Key Responsibilities / Tasks
- 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.
Key Qualifications / Experience
- 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.
Job ID: 81390055
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