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Senior Investment Counsellor

2 months ago


Rancho Cucamonga, United States Redstone Search Full time

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 a European Private Bank in Miami who are looking to hire a client facing Senior Investment Counsellor with experience in the LatAm markets.

Key Responsibilities / Tasks

Responsible for developing new investment strategies, liaising with Senior Management and the front office teams to improve the Bank’s existing client offering and ensure that it is competitive.

Be involved in producing investment material to be presented with clients and the market.

Attend and host client meetings to educate them on investment options, market dynamics, and the potential risks.

You will be a technical expert, advising stakeholders across multiple investment topics and you will have a direct impact on the discretionary asset allocation and portfolio management.

Role reporting into the Managing Director.

Key Qualifications / Experience

Work experience in a Private Bank or Asset Management firm in an advisory position, ideally with experience in the U/HNW LatAm market.

You are friendly, approachable and have strong communication skills. You have an entrepreneurial mindset and act in a client centric manner.

Colleague degree in Economics, Business, Finance or a relevant topic. Having an MBA or the CFA qualification is a plus.

Series 7 licenced.

Fluent in English and ideally Spanish or Portuguese.

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