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Client Advisor (LatAm focus), Geneva

Redstone Private Banking Search
Geneva, GE, Switzerland
CHF 150,000 - CHF 250,000
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 Swiss family office in Geneva looking to increase exposure to the Latin American markets.

Key Responsibilities / Tasks

• Responsible for managing a U/HNW client portfolio in any country in Latin America (Brazil, Argentina, Mexico, Venezuela)

• Providing bespoke wealth management services and financial planning, in addition to other investment opportunities in real estate and corporate finance

• Travelling as and when needed to visit clients and prospect new business

• Identifying new clients through own personal network

• Role reports to Managing Director

Key Qualifications / Experience

• 10+ years’ experience in private banking as a Relationship Manager or Client Advisor

• Strong relationships in the Latin American U/HNW markets

• Excellent understanding of financial products, wealth management offerings and family office services

• Must be willing to work independently and as an entrepreneur – prior experience working in an IAM or family office would be preferred

• Based in Geneva, Switzerland

Keywords: Private Banker, Relationship Manager, Client advisor, UHNW, HNWI, Ultra High Net Worth, Geneva, Switzerland, Europe, family office, IAM, Independent asset manager, EAM, External asset manager, LatAm, Latin America, Brazil, Argentina, Colombia, Mexico, Venezuela, Peru, South America, Redstone Private Banking Search, RB0151A

For all positions based in Switzerland, Redstone Private Banking Search ltd works with their licensed Swiss partner Accurity GmbH. All candidate applications are handled in accordance with Swiss law.

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.