Redstone Private Banking Search  /  Vacancies  /  Executive Director, Miami or New York
 

Executive Director, Miami or New York

Job Reference: RS1360
 

Job Title: Executive Director, Miami or New York

Location: Europe

Product: Wealth and Asset Management

Role: Development/Sales, Financial Planning, Other, Private Client

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

We are working with a leading international Private Bank, present in Miami, New York, LatAm, Europe, Asia and the Middle East. The Bank are looking to expand their US presence and hire a number of Senior Private Bankers this year who can cover both US and International clients.

Key Responsibilities / Tasks

  • Leverage off the Bank’s sophisticated and diversified financial and non-financial options to offer insightful and personalized wealth management.
  • Work in cooperation with their global offices in regard to offshore asset allocation, alternative investment proposals and wealth preservation & utilize the international capabilities.
  • Travel as necessary to meet with your clients, onboard NTB accounts and win new business. Act as an entrepreneur to develop and grow your portfolio with the Institution.
  • Liáse with the internal departments (trading desk, compliance team, investment management team, senior management) to provide a full and bespoke client service.
  • Role reports into the local Managing director.

Key Qualifications / Experience

  • A Client / Investment advisor with a hunter mentality and a track record of business development or client acquisition.
  • You are managing a portfolio of U/HNW clients from the US, Europe or LatAm who require Wealth Management and Investment Banking services.
  • Series 66 and 7.
  • Ideally you are located in Miami or New York, or you are willing to relocate.
  • Fluency in English. Any other language is beneficial.

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 emily@redstonesearch.com or submit your application through the Vacancy Form.