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Private Banker London

Job Reference: RS1071
 

Job Title: Private Banker London

Location: Europe

Product: Private Banking, Wealth and Asset Management

Role: Client Relations, Financial Planning, 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 partnered with a rapidly growing Multi-Family Office in London, Co-founded by two Senior Business Partners who have over thirty-five years of experience between them in the Private Wealth space. The duo are targeting UHNW UK-res Individuals and their Families in their new strategic venture and are looking for a Senior Relationship Manager to join their team. You will have the support of an assistant and a portfolio manager in your new role. The firm are free of market segmentation and offer open architecture.

Key Responsibilities / Tasks

  • Leverage off your current network and client base to attract new U/HNWIs to the MFO platform with a target of USD 30 MM in NNM/year.
  • Aim to grow your current network of international clientele domiciled in the UK through using effective acquisition methods or achieving client referrals.
  • Keep up with the turbulent market changes and Co-ordinate with the portfolio manager to offer insightful investment solutions to your clients. Use current trends to achieve effective asset allocation and generate strong revenues with a target of 1% (ROA).
  • Work effectively in a team to generate new ideas for business development.
  • Role reports to the Managing Director

Key Qualifications / Experience

  • A Hunter Private Banker with an established book of clients who would be interested in a Wealth Management structure
  • An understanding or work experience in of a MFO set up is preferable
  • Experience in selling Lombard Loans or Real Estate finance is highly desirable
  • Experience and knowledge in client onboarding procedures and KYC
  • Fluent in English. Any other language is desirable
  • Located in the UK, ideally in London

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