Private Banker UHNW NRI (ED)

Executive Mandate Specification

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

• 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.

Key Qualifications / Experience

• 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.

Statutory Executive Benefits & Governance

• Executive Health, Vision & Dental Coverage with Global Provider Options
• Corporate Pension Auto-Enrolment / 401(k) Retirement Plan with Fiduciary Matching
• Annual Discretionary Performance Incentive & Long-Term Equity Participation
• Executive Leave Allotment, Statutory Holidays & Dedicated Health Care Reserves
• US Department of Labor & E-Verify Work Authorization Sponsorship