Position Overview & Specifications
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.
We are working with an International Private Bank in the UK who are looking for a Senior Client Advisor with an active portfolio of insurance clients to come onboard and build out their insurance business from London.
Key Responsibilities / Tasks
We are working with an International Private Bank in the UK who are looking for a Senior Client Advisor with an active portfolio of insurance clients to come onboard and build out their insurance business from London.
Key Responsibilities / Tasks
- Manage and advise a portfolio of UHNW NRI clients based in London or Globally with the aim of increasing share wallet and NNM through client referrals. * Work with a team of UHNW Client Advisors, specialising on the NRI market and utilising the support of the CRM Assistants, Investment Advisors and Compliance Team when needed. * Offer your clients bespoke advice based on their personal portfolio goals, understanding the full capabilities of the Bank’s Private and Corporate offering to compete with rival Banks. * Travel to meet clients and acquire NTB relationships. * Role reports into Managing Director.
- Currently managing a portfolio of UHNW NRI clients with above GBP 100 MM in net- worth. * Experience advising sophisticated clients on investment propositions within a Private Bank or Wealth Manager. * Prior experience working in a ‘Tier 1’ or ‘bulge bracket’ bank is desirable. * RDR level 4 qualified. * Located in the UK or you can work in the UK.