Mandates

Director, Relationship Manager, UHNW Israel Coverage, Bulge Bracket Bank, Zurich

Requirements

Private BankingIsraelDirectorZurich8+ Years Experience

Experience

CEEMEAEMEAWealth ManagementStructured FinanceLoansSales TradingUHNWIHNWIFamily OfficeEnglish - Fluent

Responsibilities

PitchingPresentationExecutionClient CoverageNegotiations

Details

One of the largest Private Banking platforms is looking to hire a Relationship Manager with a track record of covering Israeli UHNWs and HNW entrepreneurs, to be based in Zurich

Candidates from lateral backgrounds such as asset management, investment banking and financing with a transferable client base from which they can onboard assets will also be considered

Related Mandates

Senior Investment Advisor, Israeli Client Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingAsset ManagementIsraelDirectorVice PresidentTel Aviv8-14 Years Experience

Experience

CEEMEAWealth ManagementInvestment AdvisoryStructured FinanceStructured ProductsSales TradingDerivativesTradingUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

InvestingClient CoveragePresentation
  • Bulge Bracket Private Bank is looking to add a Hebrew-speaking Senior Investment Advisor to their team in Tel Aviv to cover U/HNW clients and Family Offices
  • There is a preference towards candidates with prior cross-asset markets experience, structured finance and/or derivatives sales experience as well as a good understanding of portfolio management both private and public
  • Opportunity for direct responsibility over a sizeable portfolio with a view of maximising return on investment

Head of Representative Office, Global Private Bank, Abu Dhabi

Requirements

Private BankingMENA/GCCManaging DirectorAbu Dhabi12-20 Years Experience

Experience

Investment AdvisoryManagementWealth ManagementBusiness Development

Responsibilities

AnalysisClient CoverageTeam ManagementPresentationPitchingNegotiations
  • Global Private Bank looking for a Senior Private Banker to join and head up their Abu Dhabi representative office
  • Candidates will have experience managing successful teams and the desire to continue in a client coverage role

Relationship Manager, South Africa, Wealth Management, Global Private Bank, Johannesburg

Requirements

Private BankingSouth AfricaDirectorVice PresidentJohannesburg7-12 Years Experience

Experience

Wealth ManagementCoverage

Responsibilities

ResearchOriginationInvestingClient CoveragePresentation
  • Global private bank is looking to hire a Relationship Manager to join their Johannesburg team
  • Candidates should have a strong network of U/HNWIs gained in either a similar position or other client-focused financial services role

Relationship Manager, Africa, Wealth Management, Global Private Bank, London

Requirements

Private BankingSub-Saharan AfricaVice PresidentLondon7-12 Years Experience

Experience

Wealth ManagementCoverage

Responsibilities

ResearchOriginationInvestingPresentationClient Coverage
  • Global private bank is looking to hire a Relationship Manager to join the African private banking franchise in London
  • A preference towards candidates with 7+ years of experience in private banking, extensive connectivity in the region and an existing book of clients