Mandates

Senior Relationship Manager, Private Banking, Top-Tier Financial Services Institution, London/Geneva/Zurich

A leading Financial Services Institution, with a strong balance sheet and an expanding cohesive Private Wealth Management team is looking to add RMs to its emerging markets platform (Russia/CIS, Turkey, GCC/MENA)

Responsibilities:

  • Manage an existing portfolio of US$100+mln for private and priority clients
  • Business development of existing HNWI and origination of a new HNWI client base
  • Work closely with the portfolio managers in meeting, briefing and presenting to professionals, clients and prospective clients
  • Prepare credit packages for credit committee reviews,  including a thorough assessment of risk, cash flow and financial projections

Requirements:

  • 6+ years RM experience
  • Existing transferable AUM of $100+mln and a track record of high returns
  • Strong leadership, communication, presentation and interpersonal skills
  • Sales oriented, good cross-asset product knowledge, portfolio management in particular
  • In depth understanding of tax schemes, wealth management process and investment products
  • Fluency in relevant languages is preferable
     
To apply for this mandate please send your CV to careers@deltaexec.com