Mandates

Director/Vice President, Senior Relationship Manager, Brazil Wealth Management Coverage, Bulge Bracket Bank, Geneva

Requirements

Private BankingLATAMManaging DirectorDirectorGeneva7+ Years Experience

Experience

Wealth ManagementBusiness Development

Responsibilities

PitchingOriginationInvestingExecutionPresentationClient Coverage

Details

Bulge Bracket Bank is looking to add a Senior Relationship Manager for its Brazil Coverage Private Banking team out of Geneva, with a track record of covering UHNW/HNW clients and/or their Family Offices

The successful candidate would be required to deliver their relationships to service the client in a wealth management capacity as well as continue to provide full spectrum of product solutions as part of a holistic product offering

Related Mandates

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

Requirements

Private BankingIsraelDirectorZurich8+ Years Experience

Experience

CEEMEAEMEAWealth ManagementStructured FinanceLoansSales TradingUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

PitchingPresentationExecutionClient CoverageNegotiations
  • 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

Senior Relationship Manager, UHNW Israel Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingIsraelDirectorTel Aviv10+ Years Experience

Experience

CEEMEAEMEAWealth ManagementSales TradingStructured FinanceLeveraged FinanceLoansUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

PitchingOriginationClient CoverageNegotiations PresentationExecution
  • Bulge Bracket Bank with an enviable wealth management platform is looking to strengthen their Israel Private Banking business by hiring a Senior Relationship Manager on the ground in Tel Aviv with proven connectivity with UHNW/HNW clients and/or their Family Offices
  • The successful candidate would be required to primarily deliver wealth management products to their clients, but at the same time have fluency in discussing a wider spectrum of solutions including investment banking, lending & structured products to assist the UBO in their corporate/business affairs as part of a holistic offering

Director/Vice President, Investment Advisor, Israeli Client Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingAsset ManagementIsraelDirectorVice PresidentTel Aviv6-10 Years Experience

Experience

CEEMEAWealth ManagementInvestment AdvisoryStructured FinanceSales TradingDerivativesTradingUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

InvestingClient CoveragePresentation
  • Bulge Bracket Private Bank is looking to add a Hebrew-speaking 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
  • ISA license is a compulsory

Director, Private Banker, Russia/Poland/Turkey Onshore HNWI, Bulge Bracket Private Bank, Geneva/Monaco

Requirements

Private BankingRussia/CISTurkeyEuropeVice PresidentGenevaMonaco6-9 Years Experience

Experience

Investment BankingPrivate BankingCEEMEAWealth Management

Responsibilities

ExecutionValuationDue DiligenceInvestingClient Coverage
  • A bulge bracket bank is looking to add a Private Banking Director to their CEE/Turkey/Russia/CIS HNWI coverage desk based in Geneva/Monaco
  • Candidates should arrive from a similar bulge bracket institution with several years of client coverage experience and an existing network of strong relationship with HNWI across the relevant regions
  • Candidates from top tier relationship management roles, investment banking teams, family offices or other with the necessary prerequisite relationships and advisory skillset will also be considered