Uk Private Banker

1 mese fa

Provincia di Macerata Marche, Italia Redstone Private Banking A tempo pieno

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 an international Private Bank in Monaco that is looking for a Private Banker to further develop their coverage of UHNW UK Clients.

Key Responsibilities / Tasks
- Use marketing and client acquisition tools to develop your portfolio of U/HNW UK Clients
- Work in a team to think of and implement new business development strategies for the target market.
- Aim to generate strong revenue through effective portfolio management and product allocation, whilst keeping your clients’ financial goals and needs at the forefront of your work
- Coordinate with internal investment + compliance teams and keep up with market moves to offer insightful advice and ‘go the extra mile’ to achieve high client satisfaction
- Role reports into Managing Director

Key Qualifications / Experience
- You are a Private Banker with a portfolio of U/HNW clients who are interested in Monaco as a financial jurisdiction or as real estate proposition
- Your hold a relevant investment advisory qualification and you have strong experience in advising clients on investment opportunities and asset allocation
- A track record of business development and client acquisition
- Fluent in English or French, bilingual or further is highly desirable
- Willingness to relocate to Monaco or the South of France

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