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Senior Wealth Advisory Specialist

1 month ago

London, Greater London, United Kingdom Ateca Consulting Full time

Ateca Consulting is seeking a seasoned Private Banker/Wealth Manager to join their London office. This role offers a unique opportunity for a results-driven professional to make a significant impact in the asset management industry.

Key responsibilities include:

  • Managing client portfolios valued at $150M USD and above
  • Providing expert advice to HNW/UHNW clients and family offices
  • Developing and implementing tailored investment strategies to meet client goals
  • Collaborating with cross-functional teams to drive business growth and client satisfaction

Requirements:

  • 5-10 years of experience in private banking or wealth management
  • Strong expertise in working with high net worth clients and family offices
  • Proven track record of delivering exceptional results and building strong client relationships

Ateca Consulting offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced Private Banker/Wealth Manager looking to take your career to the next level, please submit your application.