LATAM Market - Private Banker - Miami Desk Job at Redstone Search Group, Miami, FL

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  • Redstone Search Group
  • Miami, FL

Job Description

Redstone Private Banking Search specialises in offering 360° search solutions to the global private banking and wealth management markets. With extensive coverage of Private Banks, Family Offices, Wealth Managers, and Investment Firms, Redstone Private Banking Search provides a competitive edge in sourcing top-tier talent for today’s evolving financial landscape.

Redstone Private Banking Search is working with a leading financial institution looking to hire a Private Banker to join their team.

Key Responsibilities / Tasks

  • Develop and manage a portfolio of ultra/high-net-worth clients across the LATAM region, providing tailored wealth management and investment solutions.
  • Proactively acquire new clients and deepen relationships with existing ones through strategic prospecting and networking.
  • Work closely with internal teams, including investment specialists, credit advisors, and compliance, to ensure seamless client service.
  • Stay up to date with market trends, regulatory changes, and financial products relevant to LATAM clients.
  • Role reports to the Head of Private Banking.

Key Qualifications / Experience

  • Proven track record as a Private Banker or Relationship Manager, managing LATAM clients and their wealth management needs.
  • Strong network and client acquisition skills, with a deep understanding of Latin American market dynamics.
  • Expertise in investment advisory, credit structuring, and financial planning for ultra-high-net-worth individuals.
  • Role is to be client-focused, revenue-generating, and compliance-driven.

Job Tags

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