Senior Portfolio Manager
3 weeks ago
We are seeking a seasoned Senior Portfolio Manager - Private Wealth to join our team at Ateca Consulting. The ideal candidate will have a proven track record in managing high-net-worth client portfolios valued between $50M and $100M.
Key Responsibilities:
- Develop and implement tailored wealth management strategies to drive portfolio growth.
- Build and maintain strong client relationships through regular communication and personalized service.
- Collaborate with a team of bankers to achieve collective goals.
- Generate new business opportunities to expand the client base.
- Ensure compliance with regulatory requirements and company policies.
Qualifications:
- Minimum of 3 years of experience in private banking or wealth management.
- Proven track record managing client portfolios valued between $50M and $100M.
- Experience with HNW/UHNW clients and family offices.
- Strong analytical and communication skills.
- Ability to work effectively in a team environment.
Compensation:
- Competitive salary (budget is open/negotiable).
- Performance-based bonuses up to 50% of revenue generated.
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