Strategic Portfolio Growth Manager
5 hours ago
We are seeking an accomplished Strategic Portfolio Growth Manager to join our team at Ateca Consulting.
Key Responsibilities:
- Grow and manage high-net-worth and ultra-high-net-worth client portfolios.
- Develop tailored wealth management strategies for clients with assets valued between $50M and $100M.
- Foster strong relationships through regular communication and personalized service.
- Collaborate with a team of professionals to achieve collective goals.
- Identify new business opportunities to expand the client base.
- Maintain compliance with regulatory requirements and company policies.
Qualifications:
- Minimum 3 years of experience in private banking or wealth management.
- Proven track record managing client portfolios with assets ranging from $50M to $100M.
- Experience working with high-net-worth/UHNW clients and family offices.
- Strong analytical and communication skills.
- Ability to work effectively in a team environment.
Benefits:
- A competitive salary of approximately $120,000 per annum.
- Performance-based bonuses up to 50% of revenue generated.
Compensation package includes a comprehensive benefits plan.
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Strategic Portfolio Growth Manager
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