Senior Private Banker/Relationship Manager Job at Redstone Search Group, Miami, FL

  • Redstone Search Group
  • Miami, FL

Job Description

Redstone Banking Search focus on offering 360° search solutions within global financial markets. With a competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses; Redstone Banking Search can confidently offer you an edge in today’s volatile market.

Redstone Private Banking Search are working with a leading international wealth management institution. They are looking to hire a Senior Private Banker/Relationship Manager to join their Miami-based wealth management team.

The successful candidate will focus on advising high-net-worth and ultra-high-net-worth U.S. clients on international investment solutions, helping clients diversify their portfolios through access to global investment opportunities. This is an investment-led private banking role, focused on portfolio construction, wealth management solutions, and long-term client relationships.

Key Responsibilities / Tasks

  • Develop and manage relationships with HNW and UHNW clients, typically with minimum USD 20 million in bankable assets
  • Advise clients on international investment strategies and portfolio diversification opportunities
  • Identify and develop new business opportunities through an established network of sophisticated private clients
  • Manage and grow existing client relationships through a consultative and investment-focused approach
  • Partner with internal investment specialists to deliver tailored wealth management solutions
  • Role reports to the Head US South East & Central

Key Qualifications / Experience

  • Proven track record as a Senior Private Banker, Relationship Manager, or Wealth Manager covering HNW/UHNW clients through offshore booking
  • Strong investment advisory background with experience providing international wealth management solutions
  • Demonstrated ability to build relationships with sophisticated private clients and generate new business
  • Experience managing significant client portfolios and advising on investment strategies
  • Strong understanding of global financial markets, investment products, and portfolio construction
  • Role is to be located in Miami

Job Tags

Full time

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