Relationship Manager

Redstone Private Banking Search focuses on offering 360° search solutions to the global wealth management market. With a competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers, and Investment Houses, Redstone Private Banking Search can confidently offer you an edge in today’s volatile market.

Redstone Private Banking Search are working with a well-established international wealth manager that is SEC-registered and headquartered in Switzerland, looking to hire a Relationship Manager to join their high-performing team covering U.S.

-connected clients.Key Responsibilities / Tasks

• Responsible for acquiring and managing HNW private clients primarily from the U.S. Southeast and Central regions, as well as U.S. tax-resident individuals based abroad
• Develop and expand a strong network of prospects in line with business goals
• Provide investment advice and asset management services within regulatory frameworks
• Collaborate with the internal investment management team to deliver best-in-class service
• Role reports to the Head of U.S. Market Coverage

• Minimum 8 years of experience as a Relationship Manager within private banking or wealth management
• Transferable book of clients looking for offshore (Swiss) booking
• Demonstrated success working with U.S.
  
  -connected clients (onshore/offshore)
• Experience operating within a Swiss wealth management environment
• Strong communication and interpersonal skills with a proactive and client-centric approach
• Role is to be based in Switzerland and focused on cross-border U.S. client coverage