Private Banker

4 days ago


Cape Town, Western Cape, South Africa Ateca Consulting Full time
Job title : Private BankerJob Location : Western Cape, Cape TownDeadline : March 20, 2025Quick Recommended Links
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Key Responsibilities:

  • Manage and expand a portfolio of high-net-worth clients, providing personalized wealth management services.
  • Leverage your book size of approximately $150M USD to build and maintain long-lasting client relationships.
  • Offer a range of financial solutions, including investment advisory, estate planning, and other private banking services.
  • Foster strong relationships with clients by providing superior service and tailored strategies to meet their needs.

Qualifications and Experience:

  • 3-5 years of experience as a Private Banker.
  • A book size of approximately $150M USD with an average client size of $1-5M USD.
  • Book must cover Africa, ideally South Africa and Kenya, though we are open to considering professionals with books covering other regions as well.
  • Proven track record of successfully managing high-net-worth client relationships.
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