High Net Worth Portfolio Manager
1 month ago
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 RoleWe 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.
- 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.
- 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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