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  • Posted: Feb 20, 2025
    Deadline: Not specified
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  • Ateca Consulting is a leading provider of IT, Telecoms and Financial Services Consulting solutions with dedicated consultants specialising in specific markets. We have a successful track record in delivering a wide range of flexible and value added services. Our reputation is built on our commitment to listening to our clients and candidates, accurately i...
    Read more about this company

     

    Private Banker

    Key Responsibilities:

    • Manage and expand a portfolio of high-net-worth clients, providing personalized wealth management services.
    • Leverage your book size of approximately $150M USD to build and maintain long-lasting client relationships.
    • Offer a range of financial solutions, including investment advisory, estate planning, and other private banking services.
    • Foster strong relationships with clients by providing superior service and tailored strategies to meet their needs.

    Qualifications and Experience:

    • 3-5 years of experience as a Private Banker.
    • A book size of approximately $150M USD with an average client size of $1-5M USD.
    • Book must cover Africa, ideally South Africa and Kenya, though we are open to considering professionals with books covering other regions as well.
    • Proven track record of successfully managing high-net-worth client relationships.

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Ateca Consulting on www.linkedin.com to apply

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