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Private Banker, Peru

Redstone Private Banking Search
Lima, Lima, Peru
February 20, 2017

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 currently working with a Private Bank based in Peru seeking Relationship managers and Private Bankers to add to their existing team.

Key Responsibilities / Tasks

• Transferrable client portfolio of Domiciled Peruvian Clients.

• Acquire and manage New to Bank, private U/HNWI clients and assets, generating revenue.

• Identify areas of potential financial growth and investment product ranges in line with banks’ business development strategy

• To provide sound investment and wealth management advice to cater for clients’ needs.

• Role reports into head of Private Banking, Peru

Key Qualifications / Experience

• 5+ years’ experience as working as a private Banker and/or relationship manager for Peruvian Clients (on-shore and off-shore)

• To have an existing book of clients based in Peru and to further develop this portfolio.

• Fluent in Spanish and some level of English

• Strong knowledge of wealth management services, tax and global investment products

• Located in Peru (happy to relocate)

Keywords: Redstone Private Banking Search, Peru, Latin America, Private Banker, Lima, Relationship Manager, Portfolio, Spanish, UHNWI, HNWI, RB0134A

If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to or submit your application through the Vacancy Form.