Monday, October 27, 2025
Ateca Consulting

Executive Director / Managing Director - Private Banking

Posted: 4 days ago

Job Description

Overview:Our client, a leading global private bank, is seeking an experienced Executive Director / Managing Director level Private Banker to join their growing team. The ideal candidate will possess a strong track record of originating, managing, and growing portfolios of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, with a proven ability to attract new assets and deliver tailored wealth management solutions.Key Responsibilities:• Originate, acquire, and manage a portfolio of HNW and UHNW clients across target markets.• Actively hunt and onboard new clients, leveraging an established network and referral channels.• Advise clients on holistic wealth management including investments, lending, estate planning, and other banking solutions.• Collaborate with product specialists and internal partners to provide a comprehensive, bespoke client experience.• Maintain full compliance with internal policies and external regulatory requirements.• Proactively monitor and grow Assets Under Management (AUM) through acquisition and retention strategies.• Deliver consistent revenue generation and client satisfaction through strategic portfolio management.Key Requirements:• Minimum 12 years’ experience in private banking, wealth management, or related financial services.• Proven record of asset portability or the ability to move a significant book of clients (minimum USD 150M+ preferred).• Strong commercial drive with a hunter mentality and entrepreneurial mindset.• Deep understanding of investments, lending structures, and cross-border wealth planning.• Exceptional relationship management, communication, and negotiation skills.• Bachelor’s degree or equivalent; professional qualifications.Why Join:• Work with a world-class platform offering open architecture and strong product capabilities.• Competitive compensation structure with performance-driven incentives.• Full institutional support to develop, transition, and grow your client base.

Job Application Tips

  • Tailor your resume to highlight relevant experience for this position
  • Write a compelling cover letter that addresses the specific requirements
  • Research the company culture and values before applying
  • Prepare examples of your work that demonstrate your skills
  • Follow up on your application after a reasonable time period

Related Jobs