Uk Private Banker Macerata

Uk Private Banker
Macerata
Marche, Macerata

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