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Private Banker London

Redstone Search Group
Closing date
15 Sep 2021

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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.

Redstone Private Banking Search are partnered with a rapidly growing Multi-Family Office in London, Co-founded by two Senior Business Partners who have over thirty-five years of experience between them in the Private Wealth space. The duo are targeting UHNW UK-res Individuals and their Families in their new strategic venture and are looking for a Senior Relationship Manager to join their team. You will have the support of an assistant and a portfolio manager in your new role. The firm are free of market segmentation and offer open architecture.

Key Responsibilities / Tasks

  • Leverage off your current network and client base to attract new U/HNWIs to the MFO platform with a target of USD 30 MM in NNM/year.
  • Aim to grow your current network of international clientele domiciled in the UK through using effective acquisition methods or achieving client referrals.
  • Keep up with the turbulent market changes and Co-ordinate with the portfolio manager to offer insightful investment solutions to your clients. Use current trends to achieve effective asset allocation and generate strong revenues with a target of 1% (ROA).
  • Work effectively in a team to generate new ideas for business development.
  • Role reports to the Managing Director

Key Qualifications / Experience

  • A Hunter Private Banker with an established book of clients who would be interested in a Wealth Management structure
  • An understanding or work experience in of a MFO set up is preferable
  • Experience in selling Lombard Loans or Real Estate finance is highly desirable
  • Experience and knowledge in client onboarding procedures and KYC
  • Fluent in English. Any other language is desirable
  • Located in the UK, ideally in London
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