Redstone Search Group

Relationship Manager - US / LATAM Markets

Posted: 5 hours ago

Job Description

Redstone Private Banking Search focuses on offering 360° search solutions to the global wealth management market. With a competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers, and Investment Houses, Redstone Private Banking Search can confidently offer you an edge in today’s volatile market.Redstone Private Banking Search are working with a well-established international wealth manager that is SEC-registered and headquartered in Switzerland, looking to hire a Relationship Manager to join their high-performing team covering U.S. / LATAM -connected clients.Key Responsibilities / TasksResponsible for acquiring and managing (U)HNW private clients primarily from the U.S. Southeast and Central regions, as well as U.S. tax-resident individuals based abroadDevelop and expand a strong network of prospects in line with business goalsProvide investment advice and asset management services within regulatory frameworksCollaborate with the internal investment management team to deliver best-in-class serviceRole reports to the Head of U.S. Market CoverageKey Qualifications / ExperienceMinimum 8 years of experience as a Relationship Manager within private banking or wealth managementTransferable book of clients looking for offshore (Swiss) bookingDemonstrated success working with U.S.-connected clients (onshore/offshore)Experience operating within a Swiss wealth management environmentStrong communication and interpersonal skills with a proactive and client-centric approachRole is to be based in Switzerland and focused on cross-border U.S. client coverageFor all positions based in Switzerland, Redstone Search works with their licensed Swiss partner Accurity GmbH. All candidate applications are handled in accordance with Swiss law

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