Redstone Private Banking Search  /  Vacancies  /  Financial Advisor Austria

Financial Advisor Austria

Job Reference: RS0652

Job Title: Financial Advisor Austria

Location: Europe

Product: Wealth and Asset Management

Role: Business Development, Client Acquisition, Financial Planning, Private Client, Sales

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.

Redstone Private Banking Search are working with a German subsidiary of a US Global Investment Manager who are looking to grow their sales teams across Austria. This is part of a 2020 growth strategy to further develop the European coverage.

Key Responsibilities / Tasks

  • Responsible for converting a shortlist of German speaking prospects into clients of the company using various consultative selling techniques.
  • To maintain high levels of success with regards to daily, weekly and monthly targets in line with calls, meetings and client investments
  • Responsible for contacting all prospect clients via a cold/warm call, with the aim of setting up a face to face appointment
  • To work as an outside sales representative of the company, working independently whilst having the backing of a Global Investment Manager offering products such as Bonds, Shares, ETF’s to sell.
  • Consistent travel to meet with all prospects, increasing sales and network.

Key Qualifications / Experience

  • 5+ years’ experience in a similar role of wealth manager or business development focusing on high net worth individuals (EUR 250,000 +)
  • Prior track record of business development and client investment
  • Located in Austria (Can work from a home office arrangement)
  • Fluent in German and a good understanding of English
  • Role reports into Managing Director Austria

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 or submit your application through the Vacancy Form.