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Relationship Manager

Redstone Search, Rancho Cucamonga, CA, USA

Pay: 60.000 - 80.000

Job type: Full Time


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
Key Qualifications / Experience

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
For all positions based in Switzerland, Redstone Search works with their licensed Swiss partner Accurity GmbH. All candidate applications are handled in accordance with Swiss law.If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to

leo@redstonesearch.com

or submit your application through the Vacancy Form.
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