Eam Relationship Manager Panama
hace 7 días
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 a international Private Bank in Panama who are looking for a Senior EAM Relationship Manager to expand their coverage of UHNW LatAm and/or Europe. The Bank will relocate people who have an American Passport / the ability to work in Panama.
The Bank operate under a brokerage license and work with both Institutional and Private Clients. They offer a diverse range of Wealth and Asset management solutions including asset brokerage, discretionary and advisory portfolio management, philanthropy, and family office advice.
Key Responsibilities / Tasks
- Leverage off your existing institutional relationships to develop further trading channels for the group and your personal portfolio
- Utilize your knowledge of the market and your client’s needs to key sell the firm’s product offering. From their asset brokerage division, this firm offer the following products: fixed income, equities, investment funds, structured products, portfolio management and listed derivatives
- Work cooperatively in a team to help further build out and establish the institutional trading desk. You will be travelling to meet NTB (new to bank) clients and hunting new business on both a local and international scale
- Reporting into Managing Director
Key Qualifications / Experience
- Hunter profile with at least five years of experience in institutional sales, or within a similar role
- Knowledge of international investment management
- A portfolio of institutional business and a track record of client acquisition
- You hold the brokerage license or equivalent
- Fluency in English and Spanish. Any other language is a bonus
- Located in Panama or willing to relocate (you have a US passport or residency / working Visa)
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