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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 strong reputation in wealth management.
- Benefits: Highly competitive salary, performance-driven bonuses, and comprehensive benefits package.
- Other info: Opportunities for career advancement based on your business plan and team transitions.
- Why this job: Join a dynamic team and make a significant impact on clients' multi-generational wealth.
- 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. Remember, your next big opportunity could come from a casual chat over coffee.
✨Show Off Your Business Plan
When you get the chance to meet with potential employers, make sure to present your 3-year business plan confidently. Tailor it to show how you can grow their HNW/UHNW AUM portfolio. This is your moment to shine and demonstrate your strategic thinking!
✨Leverage Social Media
Use platforms like LinkedIn to showcase your expertise and connect with industry leaders. Share insights on market trends, engage with posts, and don’t hesitate to reach out to decision-makers directly. It’s all about making yourself visible and memorable!
✨Apply Through Our Website
Don’t forget to check out our website for job openings that match your skills! Applying directly through us not only streamlines the process but also shows your genuine interest in joining our team. Let’s make this happen together!
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 sharing your achievements and how you've generated net new money.
Tailor Your Application: Make sure your application speaks directly to the role. Use the job description as your guide and align your skills and experiences with what we’re looking for. This shows us you’ve done your homework and are genuinely interested!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Ateca
✨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 client acquisition, especially focusing on the US and Latin American markets.
✨Showcase Your Expertise
Make sure to highlight your extensive experience in private banking, particularly with UHNW/HNW clients. Prepare examples of your past successes in managing portfolios and generating new business, as this will demonstrate your capability to meet their expectations.
✨Understand Regulatory Nuances
Brush up on your knowledge of US tax considerations and the regulatory landscape affecting cross-border wealth management. Being able to discuss these topics confidently will show that you are well-prepared and understand the complexities of the role.
✨Leverage Your Network
Be ready to discuss how you plan to drive new business origination through your personal networks and referral pipelines. Share specific strategies you’ve used in the past to engage with intermediaries and family offices, as this is crucial for success in the role.