Senior Private Banker/Relationship Manager

Redstone Search Group; Miami (FL); On-site; USD 150,000 - 300,000; Full time

Job summary

Redstone Banking Search is recruiting a Senior Private Banker/Relationship Manager for a Miami-based wealth management team. You will advise high-net-worth and ultra-high-net-worth U.S. clients on international investment solutions and diversify portfolios with access to global opportunities.

The role emphasizes portfolio construction, wealth management solutions, and long-term client relationships within an investment-led private banking framework, reporting to the Head US South East & Central.

Qualifications

• Proven track record in private banking or wealth management for HNW/UHNW clients.
• Strong investment advisory background with international exposure.
• Ability to build relationships with sophisticated private clients and generate new business.

Responsibilities

• Develop and manage relationships with HNW and UHNW clients, typically with minimum USD 20 million in bankable assets.
• Advise clients on international investment strategies and portfolio diversification opportunities.
• Identify and develop new business opportunities through an established network of sophisticated private clients.
• Manage and grow existing client relationships through a consultative and investment-focused approach.
• Partner with internal investment specialists to deliver tailored wealth management solutions.

Skills

Relationship management

Wealth management

Investment advisory

Cross-border wealth

Job description

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

Redstone Private Banking Search are working with a leading international wealth management institution. They are looking to hire a Senior Private Banker/Relationship Manager to join their Miami-based wealth management team.

The successful candidate will focus on advising high-net-worth and ultra-high-net-worth U.S. clients on international investment solutions, helping clients diversify their portfolios through access to global investment opportunities. This is an investment-led private banking role, focused on portfolio construction, wealth management solutions, and long-term client relationships.

Key Responsibilities / Tasks

• Develop and manage relationships with HNW and UHNW clients, typically with minimum USD 20 million in bankable assets
• Advise clients on international investment strategies and portfolio diversification opportunities
• Identify and develop new business opportunities through an established network of sophisticated private clients
• Manage and grow existing client relationships through a consultative and investment-focused approach
• Partner with internal investment specialists to deliver tailored wealth management solutions
• Role reports to the Head US South East & Central

Key Qualifications / Experience

• Proven track record as a Senior Private Banker, Relationship Manager, or Wealth Manager covering HNW/UHNW clients through offshore booking
• Strong investment advisory background with experience providing international wealth management solutions
• Demonstrated ability to build relationships with sophisticated private clients and generate new business
• Experience managing significant client portfolios and advising on investment strategies
• Strong understanding of global financial markets, investment products, and portfolio construction