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Private Banker (LatAm markets), Miami

Job Reference: RB0188A
 

Job Title: Private Banker (LatAm markets), Miami

Location: 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 currently working with a Miami-based wealth management firm looking to expand its Latin America desk.

Key Responsibilities / Tasks

  • Responsible for expanding the firm’s reach in the Latin American markets by developing a strong private client portfolio of UHNW and HNW clients (specifically in Mexico and/or Brazil)
  • Travel as necessary to meet clients and prospect new business
  • Develop and provide investment strategies to clients in order to assist them in reaching their financial goals
  • Reach personal targets - Net New Money (NNM) and ROA
  • Role reports to Head of Wealth Management

Key Qualifications / Experience

  • 10+ years’ experience working as a private banker concentrating on the Latin American market
  • Fluency in Portuguese and Spanish
  • Experience working with HNWI/UHNWI in Latin American region, particularly Mexico and Brazil
  • Preferably US citizenship or valid work visa
  • Located in Miami

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

 

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