What are the responsibilities and job description for the LATAM Market - Private Banker – Miami Desk position at Redstone Search Group?
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.
