Relationship Manager - Financial Solutions & Private Wealth Management

Description

SteppingStones has partnered with a global banking organization to assist them in sourcing an experienced Relationship Manager to add to their Private Wealth team. 

The role is to work with a client base of UNWI individuals and provide tailored financial solutions and wealth management advice to clients. This will ensure the firms key clients receive the best possible service and returns. You will work in a high performing team and one that is recognized as being one of the best offshore teams on island.

There will be a business development aspect to the role and you will also be expected to up sell products to the existing client base. 

Requirements:

  • 5+ years of Private Banking / Wealth Management 
  • In depth knowledge of offshore banking structures and regulations 
  • Proven business development skills 
  • Excellent commercial acumen 
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