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Private Banker, UHNW Brazil

Job Reference: RS1361
 

Job Title: Private Banker, UHNW Brazil

Location: Central & South America

Product: Private Banking

Role: Client Relations, Development/Sales, Finance, 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 Tier one Bank in Brazil who are looking to expand their advisory office in São Paulo. They are looking to hire a number of Senior Private Bankers who manage UHNW onshore clients with above USD 5 MM per ticket size. This institution have both a Private and Investment Banking platform. Role is Director + seniority.

Key Responsibilities / Tasks

  • Manage your portfolio of Private Clients (USD 5 MM+) who are domiciled in Brazil.
  • Advise your clients on the benefits of an International Private Bank and its offshore booking capabilities.
  • Continued efforts to expand the presence of the office in Brazil through business development and networking to develop new to bank (NTB) business.
  • Aim to grow your connections in Brazil through utilizing the Banks’ platform, achieving client referrals, and attending external networking events.
  • Work with clients on both advisory and discretionary mandates - stay informed of market changes and trends to offer a bespoke service to your clients which should be considered on a case by case basis to meet their long / short term financial goals.
  • Role reports into local Managing Director and then Global Market Head.

Key Qualifications / Experience

  • A Client / Investment advisor with a hunter mentality and a track record of business development or client acquisition.
  • International financial investment experience, outside of deposits, cash or loan allocation. For example, within portfolio management, structured products, or trading
  • You hold the brokerage licence or equivalents
  • Professional experience in an international or European Firm is highly desirable but not mandatory
  • Fluency in English or Spanish. Any other language is a bonus
  • Located in Brazil or Switzerland

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.