Job Description
Redstone Private Banking Search focuses on offering 360° search solutions to the global wealth management market. With 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 leading Swiss Private Bank looking to hire two senior professionals to join their domestic U.S. team in Miami—one focused on acquiring new UHNW clients (hunter) and the other on managing and expanding those relationships (farmer).
Key Responsibilities / Tasks
Private Banker (Hunter):
Develop and execute a targeted strategy to acquire new UHNW Miami (US) domestic (W9) clients
Present a strong business plan and demonstrate a transferable book of business
Focus on opening relationships and generating AUM growth for handover to the senior RM
Collaborate with the investment advisory and compliance teams based in Switzerland
Serve as the primary point of entry for new business development
Relationship Manager (Farmer):
Take over newly onboarded client relationships to provide ongoing management and service
Deliver long-term investment and wealth planning solutions, leveraging Swiss-based advisory teams
Cultivate deep client loyalty and expand relationships within families and networks
Ensure high-quality service, compliance, and retention of client assets
Act as a strategic contact point for cross-border investment and booking matters
Roles report to Head of Wealth Management – Miami
Key Qualifications / Experience
Proven track record working with U.S. domestic (W9) UHNW individuals and families
Hunter role requires a portable client network and a clear business development plan
Farmer role requires experience managing long-term relationships and cross-border investments
Strong knowledge of U.S. regulatory environment and offshore booking (Switzerland)
Entrepreneurial drive and ability to work collaboratively in
Role is to be based in Miami
Job Tags
Offshore,
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