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High Net Worth Portfolio Manager

1 week ago

Dubai, Dubai, United Arab Emirates Ateca Consulting Full time

In this exciting opportunity, you will have the chance to work with a highly motivated team at Ateca Consulting. As a Private Banker, you will be responsible for managing a portfolio of high-net-worth clients, providing them with tailored wealth management solutions.

Responsibilities:
  • Client Engagement: Engage with clients to understand their financial goals and objectives, developing personalized strategies to achieve their aspirations.
  • Portfolio Management: Manage a substantial portfolio of high-net-worth clients, ensuring optimal returns and minimizing risk.
  • Team Collaboration: Collaborate with cross-functional teams to deliver exceptional client service and drive business growth.
Requirements:
  • Seniority Level: Director-level experience in private banking or a related field.
  • Business Acumen: Strong business acumen and analytical skills, with the ability to interpret complex data and make informed decisions.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.