Executive Director, Miami or New York

Job Overview

Miami Florida
Job Type
Full Time
Date Posted
15 days ago

Job Description

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 leading international Private Bank, present in Miami, New York, LatAm, Europe, Asia and the Middle East. The Bank are looking to expand their US presence and hire a number of Senior Private Bankers this year who can cover both US and International clients.

Key Responsibilities / Tasks

Leverage off the Bank’s sophisticated and diversified financial and non-financial options to offer insightful and personalized wealth management.
Work in cooperation with their global offices in regard to offshore asset allocation, alternative investment proposals and wealth preservation & utilize the international capabilities.
Travel as necessary to meet with your clients, onboard NTB accounts and win new business. Act as an entrepreneur to develop and grow your portfolio with the Institution.
Liáse with the internal departments (trading desk, compliance team, investment management team, senior management) to provide a full and bespoke client service.
Role reports into the local Managing director.

Key Qualifications / Experience

A Client / Investment advisor with a hunter mentality and a track record of business development or client acquisition.
You are managing a portfolio of U/HNW clients from the US, Europe or LatAm who require Wealth Management and Investment Banking services.
Series 66 and 7.
Ideally you are located in Miami or New York, or you are willing to relocate.
Fluency in English. Any other language is beneficial.

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