Redstone Private Banking Search  /  Vacancies  /  Financial Advisor, Caribbean
 

Financial Advisor, Caribbean

Job Reference: RB0175A
 

Job Title: Financial Advisor, Caribbean

Location: Central & South America, US & Canada

Product: Private Banking, Wealth and Asset Management

Role: Portfolio Management, 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.

Redstone Private Banking Search are working with a leading bank in the Caribbean seeking to expand their Wealth Management team.

Key Responsibilities / Tasks

  • Responsible for managing private client portfolio (Latin America / Central America / Caribbean), as well managing team of Advisors (if applicable)
  • Taking a leading role in building the bank’s advisory platform and presence in the target markets
  • Achieving ROA and NNA targets
  • Travelling to meet clients and prospect potential clients
  • Role reports into Head of Wealth Management

Key Qualifications / Experience

  • 8-10+ years’ relationship management experience in a private bank or wealth management firm as a Financial Advisor, Investment Advisor or Private Wealth Manager
  • Strong relationships in the Latin American, Central American and/or Caribbean markets
  • Demonstrable track record of client satisfaction, acquisition and revenue generation
  • Fluency in Spanish and/or Portuguese
  • Located in Caribbean (multiple locations)

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