High Net Worth Portfolio Manager

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

Ateca Consulting is a leading consulting firm that specializes in high net worth client management. We are seeking an experienced Private Banker to join our team.

About the Role

We are looking for a seasoned professional with extensive experience in managing large portfolios and high net worth client relationships. As a Private Banker, you will be responsible for developing and implementing strategic business plans, managing client portfolios, and communicating with clients and stakeholders.

Key Responsibilities
  • Manage client portfolios to ensure optimal performance and satisfaction.
  • Attract and retain high net worth clients.
  • Develop and implement strategic business plans.
  • Manage large portfolios in all domains.
  • Communicate and network with Clients.
  • Ensure compliance within Swiss Banking regulations and International financial laws.
Requirements
  • Bachelor's degree in finance/banking or comparable higher financial education.
  • Professionals from Large Swiss financial institutions or Smaller Private banking companies.
  • Candidates specializing in high-profile, high net worth clients.
  • Has a client base valued at USD 200 million or more.
  • 5 years or more of experience in private banking.
  • Is experienced in managing high net worth client relationships.
  • Communication with clients and stakeholders.
Benefits
  • Immediate Joining: Start immediately; we will buy out existing bonuses if necessary.
  • Competitive Salary: Estimated salary range $120,000 - $250,000 per year.
  • Discretionary Bonuses: Performance-based bonuses tied to targets.
  • Incentives: Special incentives for transferring clients to our client's institution.
  • High Net-Worth Client Focus: Targeting clients with large investments of 3mil USD+.


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