Private Banker at Ateca Consulting

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.