Redstone Private Banking Search  /  Vacancies  /  Relationship Manager, Monterrey

Relationship Manager, Monterrey

Job Reference: RS1286

Job Title: Relationship Manager, Monterrey

Location: Central & South America

Product: Private Banking, Wealth and Asset Management

Role: Client Relations, Development/Sales, 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.

We are working with a Large International Private Bank in Monterrey who are looking for a relationship manager who manages U/HNW clients based in the city!

This Bank are market leaders, with a solid brand and equally strong investment platform. They offer investments, credit/leverage, deposits and CIB services. Working with clients from USD 1 MM + per ticket size whilst offering a performance based bonus, this Bank is the perfect place for a Relationship Manager who is looking for a step-up in their career.

Key Responsibilities / Tasks

  • Acquire and advise ultra / high net worth Clients based in Monterrey with a minimum account size of USD 1 MM
  • Work alongside a team of advisors to further grow the Bank’s presence in the city and market their name
  • Frequent travel to meet with your clients and strengthen your relationships. Leverage off referrals and use other business development / networking channels to increase your client base and portfolio size
  • Work with your clients to understand their investment needs and sell the Bank’s capabilities to meet their goals
  • Take a client centric approach to your work and advice to build strong, trusting relationships and uphold the Bank’s strong reputation
  • Role reports into Managing Director

Key Qualifications / Experience

  • You manage a portfolio of clients based in Monterrey who you have personally acquired
  • You have a track record of business development in the U/HNW Client segment with over three years’ experience offering investment advice
  • You are working with a Bank or a Financial institution in Monterrey, or you are willing to relocate to the region to be closer to your clients
  • You hold the Valores license or equivalent
  • Fluent in English and Spanish. Any other language is a bonus

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