High Net Worth Client Manager

3 days ago


Dubai, Dubai, United Arab Emirates Ateca Consulting Full time

Ateca Consulting is a specialist recruitment firm that connects top talent with leading financial institutions. We are currently seeking a highly skilled Private Banker to join our client, an international private banking institution with a strong presence in the global market.

About the Position

This is an excellent chance for experienced Private Bankers to join a dynamic team and contribute to the growth of the organization. As a Private Banker, you will be responsible for managing and expanding a portfolio of high-net-worth clients, providing personalized wealth management services and building long-lasting relationships.

Key Responsibilities:

  1. Manage and expand a portfolio of high-net-worth clients, providing tailored wealth management services.
  2. Leverage your book size to build and maintain strong client relationships.
  3. Offer a range of financial solutions, including investment advisory, estate planning, and other private banking services.
  4. Foster strong relationships with clients by providing superior service and customized strategies.

Requirements:

  1. 3-5 years of experience as a Private Banker.
  2. A book size of approximately $150M USD with an average client size of $1-5M USD.
  3. Proven track record of successfully managing high-net-worth client relationships.


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