Private Banker

Private Banker

Full-Time 100000 - 130000 £ / year (est.) No home office possible
Ateca Consulting

At a Glance

  • Tasks: Manage and grow a portfolio of UHNW and HNW private clients from Asia and the Middle East.
  • Company: Prestigious private bank with a world-class UK and Swiss platform.
  • Benefits: Highly competitive compensation, significant bonuses, and comprehensive benefits.
  • Other info: Opportunities for team transitions and career advancement based on your business plan.
  • Why this job: Join a leading bank and make a real impact in private wealth management.
  • Qualifications: 8+ years in private banking with expertise in Asian/Middle Eastern wealth management.

The predicted salary is between 100000 - 130000 £ per year.

Ateca Executive search is retained by a prestigious private bank with a world-class UK and Swiss platform to identify an exceptional Senior Private Banker for its London office. The successful candidate will have a credible 3-year business plan to build a HNW/UHNW AUM portfolio of Asian and/or Middle Eastern private clients, with seniority offered commensurate with the plan: Director level for plans targeting USD 250 million; Executive Director for USD 300-400 million; Managing Director for USD 500 million and above.

The Opportunity

  • Manage and grow a book of UHNW and HNW private clients with wealth originating from or connected to Asia and/or the Middle East, including Greater China, Southeast Asia, South Asia, the GCC, and wider MENA markets.
  • Act as the primary trusted adviser for complex, multi-jurisdictional Asian and Middle Eastern wealth structures, including family offices, investment holding companies, and cross-border succession and estate planning.
  • Utilise a UK FCA-regulated or Swiss booking platform to deliver tailored solutions across discretionary portfolio management, advisory mandates, structured products, alternative investments, real assets, and Islamic finance where relevant.
  • Engage proactively with intermediaries, family offices, lawyers, and advisers serving the Asian and Middle Eastern UHNW community in London.
  • Represent the bank's full capabilities to clients and prospects across investment, credit, foreign exchange, and fiduciary services.

Key Requirements

  • Minimum 8 years of private banking experience, with demonstrable expertise in Asian and/or Middle Eastern private wealth management at the UHNW/HNW level.
  • A credible 3-year business plan to build a HNW/UHNW AUM portfolio of no less than USD 250 million, drawn exclusively from individual and family wealth (no corporate, institutional, or retail clients).
  • Seniority is offered in line with the plan: Director (USD 250M), Executive Director (USD 300-400M), Managing Director (USD 500M+).
  • Strong working knowledge of FCA-regulated UK booking platforms and/or Swiss booking environments, with direct experience in at least one major UK or Swiss private banking institution preferred.
  • Deep understanding of cross-border compliance requirements, CRS/AEOI, and the regulatory frameworks governing Asian and Middle Eastern private clients held in London or Switzerland.
  • Fluency in English essential; fluency in Mandarin, Cantonese, or Arabic is highly valued.
  • Proven track record of consistent net new money generation and strong client retention.
  • FCA-registered or eligible to be registered.

What's on Offer

  • A highly competitive, performance-driven compensation package with a guaranteed uplift of up to 20-30% on your current total compensation.
  • Title and seniority are offered in line with your business plan: Director (USD 250M), Executive Director (USD 300-400M), or Managing Director (USD 500M+).
  • Moves as a functioning team - bringing associates, analysts, or relationship support - are actively welcomed and encouraged, with enhanced consideration given to team transitions.
  • Package includes significant base salary, discretionary bonus, and comprehensive benefits.

Private Banker employer: Ateca Consulting

Join a prestigious private bank in London that offers an exceptional work environment for Senior Private Bankers, where you can leverage your expertise in Asian and Middle Eastern wealth management. With a competitive compensation package, opportunities for career advancement based on your business plan, and a collaborative culture that encourages team transitions, this role provides a unique chance to thrive in a dynamic financial landscape. The bank's commitment to tailored client solutions and its world-class UK and Swiss platforms make it an outstanding employer for those seeking meaningful and rewarding careers.
Ateca Consulting

Contact Detail:

Ateca Consulting Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Banker

✨Network Like a Pro

Get out there and connect with people in the industry! Attend networking events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. We all know that sometimes it’s not just what you know, but who you know that can help land that dream job.

✨Showcase Your Expertise

When you get the chance to chat with someone from the bank or at an event, make sure to highlight your experience and knowledge in private banking, especially with Asian and Middle Eastern clients. We want to see you shine and demonstrate why you’re the perfect fit for the role!

✨Prepare for Informal Interviews

Sometimes, the best way to impress is through casual conversations. Be ready to discuss your business plan and how you’d grow a portfolio of HNW/UHNW clients. We suggest practising your pitch so you can confidently convey your vision when the opportunity arises.

✨Apply Through Our Website

Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s get you one step closer to that Senior Private Banker position!

We think you need these skills to ace Private Banker

Private Banking Experience
Wealth Management Expertise
Business Planning
Client Relationship Management
Cross-Border Compliance Knowledge
FCA-Regulated Platform Knowledge
Investment Advisory Skills
Fluency in English
Fluency in Mandarin, Cantonese, or Arabic
Net New Money Generation
Client Retention Strategies
Understanding of Family Offices
Knowledge of Islamic Finance
Proactive Engagement with Intermediaries

Some tips for your application 🫡

Craft a Compelling Business Plan: Your business plan is your ticket to the next level, so make it shine! Clearly outline how you plan to build that HNW/UHNW AUM portfolio and be specific about your targets. Remember, we want to see your vision for the future!

Showcase Your Expertise: Highlight your experience in private banking, especially with Asian and Middle Eastern clients. We’re looking for someone who knows the ins and outs of wealth management, so don’t hold back on sharing your successes and strategies!

Tailor Your Application: Make sure your application speaks directly to the role. Use the language from the job description and align your skills with what we’re looking for. This shows us you’ve done your homework and are genuinely interested in joining our team.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!

How to prepare for a job interview at Ateca Consulting

✨Craft Your Business Plan

Before the interview, take time to develop a credible 3-year business plan that outlines how you intend to build a HNW/UHNW AUM portfolio. Be specific about your target figures and strategies for attracting clients from Asia and the Middle East. This will show your potential employer that you're serious and have a clear vision.

✨Know Your Regulatory Stuff

Brush up on your knowledge of FCA regulations and compliance requirements relevant to Asian and Middle Eastern private clients. Being able to discuss these topics confidently will demonstrate your expertise and reassure the interviewers that you understand the complexities of the role.

✨Showcase Your Network

Prepare to talk about your existing relationships with intermediaries, family offices, and advisers in the Asian and Middle Eastern markets. Highlighting your connections can set you apart, as it shows you already have a foothold in the community and can hit the ground running.

✨Practice Your Language Skills

If you speak Mandarin, Cantonese, or Arabic, make sure to mention this during the interview. Practising a few key phrases can also impress your interviewers. Language skills are highly valued in this role, so don’t shy away from showcasing them!

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