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High Net Worth Portfolio Manager

2 weeks ago

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

We're currently seeking experienced Private Bankers, Senior Private Bankers, or Senior Relationship Managers to join a prestigious Private Swiss Bank.

About the Role

This exciting opportunity is available for our offices in various locations around the world.

Key Responsibilities
  • Minimum 5 years of experience in Private Banking, managing High Net Worth Individuals (HNI).
  • 4-5 years of seniority in your current role with a track record of successful client management.
  • AUM exceeding $200M, composed exclusively of HNI and UHNI clients.
  • Proven ability to build, manage, and grow a portfolio of ultra-high-net-worth individuals.
  • If you are currently managing a team of Private Bankers, there's an opportunity to bring your entire team with you and be considered for a higher title within the organization.
What We Offer
  • Up to a 40% uplift on your current compensation package for the right client book.
  • If an accelerated start date is important, we offer the option to buy out your bonus immediately, ensuring a smoother and quicker transition.
  • The chance to work with a global leader in private banking, taking your career to the next level.
Your Career Growth

This is your opportunity to join a prestigious Swiss bank offering unmatched resources and career growth potential.

With a strong focus on professional development, you'll have the chance to hone your skills and advance your career.