Senior Private Banker, Italy (UHNW) Senior Private Banker, Italy (UHNW) …

Redstone Private Banking Search
in Milan, Lombardia, Italy
Permanent, Full time
Last application, 05 Aug 19
Competitive
Redstone Private Banking Search
in Milan, Lombardia, Italy
Permanent, Full time
Last application, 05 Aug 19
Competitive
Redstone Private Banking Search are currently working with a globally recognised private banking group that are going through an expansion stage across their European operations. The bank are looking for at least director level private bankers to expand their teams in Italy covering U/HNWI local Italian market. The bank currently have several offices across northern and central Italy.

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 globally recognised private banking group that are going through an expansion stage across their European operations. The bank are looking for at least director level private bankers to expand their teams in Italy covering U/HNWI local Italian market. The bank currently have several offices across northern and central Italy.

Key Responsibilities / Tasks

  • Responsible for developing a portfolio of U/HNWI private clients from the local Italian market
  • Provide traditional wealth management services, working alongside the investment team for accurate advise to clients
  • Focus on establishing and developing new relationships with U/HNWI clients to increase the assets of your portfolio
  • Work alongside the back office teams for compliance advise for your clients
  • Role reports into the Head of Italy / Head of Branch

Key Qualifications / Experience

  • At least 10 years’ experience developing a portfolio of U/HNWI Italian clients in a top tier private bank or respected wealth manager
  • To have existing network of U/HNWI Italian clients to be transferred to the platform
  • Proven track record of establishing new client relationships and portfolio growth
  • Any relevant financial degree or MBA such as economics, wealth management, accounting and financial law
  • To be based in Milan, Turin, Verona or Rome
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