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For Companies At a Glance
- Tasks: Manage and grow a portfolio of ultra-high-net-worth clients across the US and Latin America.
- Company: Leading international private bank with a focus on client relationships.
- Benefits: Highly competitive salary, performance bonuses, and comprehensive benefits package.
- Other info: Opportunities for career advancement based on your business plan.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: 8+ years in private banking with experience managing UHNW/HNW clients.
The predicted salary is between 100000 - 130000 £ per year.
Ateca Executive search is retained by a leading international private bank 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, 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 the US and/or Latin American markets, including Brazil, Mexico, Colombia, Argentina, Chile, and the wider region.
- Serve as the primary trusted adviser for multi-generational family wealth, entrepreneurial liquidity events, and cross-border estate and succession planning.
- Leverage a USD booking platform to deliver tailored investment solutions spanning equities, fixed income, alternatives, structured products, real estate, and philanthropy.
- Drive new business origination through personal networks, referral pipelines, and proactive engagement with intermediaries and family offices.
Key Requirements
- Minimum 8 years of private banking experience, with at least 5 years managing UHNW/HNW US or LATAM-origin clients.
- A credible 3-year business plan to build a HNW/UHNW AUM portfolio of 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+).
- Deep familiarity with USD booking, US tax considerations (FATCA, FBAR, QI frameworks), and the regulatory landscape affecting Latin American cross-border wealth.
- Fluency in English essential; Spanish and/or Portuguese a significant advantage.
- 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
Contact Detail:
Ateca 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 private banking world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Remember, it’s all about building those relationships that can lead to new opportunities.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your experience with UHNW/HNW clients and your understanding of the US and LATAM markets. Share your insights and success stories to demonstrate that you’re the go-to person for managing complex wealth needs.
✨Craft Your Business Plan
Before you step into any interviews, have a solid 3-year business plan ready to go. Tailor it to show how you’ll build a portfolio targeting USD 250 million or more. This will not only impress potential employers but also give you a clear roadmap for your future in private banking.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us gives you a better chance of standing out. Plus, we’re always looking for talented individuals who can bring their A-game to our team.
We think you need these skills to ace Private Banker
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 Experience: Highlight your private banking experience, especially with UHNW/HNW clients from the US or LATAM. We’re looking for proven success, so don’t hold back on those achievements that demonstrate your ability to generate new money and retain clients.
Tailor Your Application: Make sure your application speaks directly to the role. Use the language from the job description and align your skills and experiences with what we’re looking for. This shows us you’ve done your homework and are genuinely interested in the position.
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 your journey started!
How to prepare for a job interview at Ateca
✨Craft Your Business Plan
Before the interview, take the 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 targets and strategies for attracting clients from the US and Latin American markets. This will show your potential employer that you're serious and have a clear vision.
✨Know Your Numbers
Make sure you’re well-versed in the financial metrics relevant to the role. Understand the implications of managing portfolios worth USD 250 million and above, and be ready to discuss your past successes in generating net new money. This will demonstrate your expertise and confidence in handling high-value clients.
✨Familiarise Yourself with Regulations
Brush up on US tax considerations and the regulatory landscape affecting cross-border wealth, especially in relation to Latin America. Being knowledgeable about FATCA, FBAR, and QI frameworks will not only impress your interviewers but also show that you can navigate complex financial environments.
✨Leverage Your Network
Prepare to discuss how you plan to drive new business origination through your personal networks and referral pipelines. Highlight any existing relationships with intermediaries and family offices, as this will illustrate your proactive approach and ability to generate leads in the private banking sector.