Senior Wealth Manager

2 weeks ago


London, Greater London, United Kingdom Ateca Consulting Full time
Senior Wealth Manager

We are seeking a highly experienced Senior Wealth Manager to join our team at Ateca Consulting. The ideal candidate will have a proven track record of managing relationships with high-net-worth individual investors and a strong expertise in investment management.

Key Responsibilities:
  • Manage a portfolio of high-net-worth clients, providing tailored investment advice and guidance.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Collaborate with internal teams to provide comprehensive wealth management solutions.
  • Stay up-to-date with market trends and regulatory changes, ensuring compliance with industry standards.
Requirements:
  • Minimum of 5-10 years' experience in private banking or wealth management.
  • Proven track record of managing a significant client base with a minimum of $150 million in assets.
  • Strong expertise in investment management and relationship building.
  • Ability to work in a fast-paced environment and meet deadlines.
What We Offer:
  • Competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.


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