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UHNW LatAm Client Advisor & Partner

Job Reference: RS1183
 

Job Title: UHNW LatAm Client Advisor & Partner

Location: Central & South America, US & Canada

Product: Private Banking, Wealth and Asset Management

Role: Client Relations, 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 Billionaire Multi-Family Office in downtown New York who are scouting for an UHNW LatAm client advisor. This firm exclusively work with clients with net-worth over EUR 250 MM or investable assets above EUR 50 MM. Their global partnerships with the Private and Investment Banking market leaders will enable your clients access to the full A-Z of products from investments, direct deals to leverage & liabilities.

Key Responsibilities / Tasks

  • Represent the firm as a Partner
  • Working with your clients to agree a fee structure which works for them, yourself, and the firm
  • Onboard your existing client base to the Multi-Family Office using LPOA agreements with the platform’s current Partnerships or through creating new relationships with the Private or Investment Banks your client’s have their assets booked with
  • Focus on developing the firm’s coverage of the UHNW LatAm markets through travelling, attending events, referrals and other means. The firm are free of market segmentation
  • Utilise the firms’ flexible fee structure, leverage capabilities and strong brand to generate revenues of above USD 1 MM in year one, in turn directly benefiting you in compensation.
  • Role reports into CEO

Key Qualifications / Experience

  • You have a track record of business development and client acquisition in the UHNW market meaning you own most of your client relationships
  • You understand how the UHNW market (clients with investable assets of USD 50 MM) differs from other client segments in terms of wealth management and non-financial needs
  • You currently manage key clients or are on a GFO / UHNW team
  • Series 66 and series 7 licenced
  • Fluent in English

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.