Mandates

Executive Director, Senior Relationship Manager, Tech Entrepreneur Israel Coverage, Wealth Management, Tel Aviv

Requirements

Private BankingIsraelDirectorTel Aviv8+ Years Experience

Experience

Investment BankingCEEMEAWealth ManagementUHNWITechnologyHNWIFamily Office

Responsibilities

OriginationExecutionPitchingClient Coverage

Details

One of our top tier clients is looking to strengthen their Wealth Management coverage team on the ground in Tel Aviv with a particular interest towards candidates with tangible experience and track record in servicing the Tech Entrepreneur community both in Israel as well as Globally with a keen interest and understanding of the sector

The successful candidate would be required to primarily deliver a wealth management offering to their client, while acting as a key liaison in delivering the wider platform, from establishing a relationship with the Investment Banking technology team to help expand the clients company operations globally; introducing private investors and collaborators to assist the business in its growth strategy; assisting with cash management solutions via the Corporate Bank for their day to day business needs; while at the same time guiding the business owner and entrepreneur around their private investments and wealth preservation strategy

Related Mandates

Executive Director, Senior Relationship Manager, Tech Entrepreneur Israel Coverage, Wealth Management, Tel Aviv

Requirements

Private BankingIsraelDirectorTel Aviv8+ Years Experience

Experience

Investment BankingCEEMEAWealth ManagementUHNWITechnologyHNWIFamily Office

Responsibilities

OriginationExecutionPitchingClient Coverage
  • One of our top tier clients is looking to strengthen their Wealth Management coverage team on the ground in Tel Aviv with a particular interest towards candidates with tangible experience and track record in servicing the Tech Entrepreneur community both in Israel as well as Globally with a keen interest and understanding of the sector
  • The successful candidate would be required to primarily deliver a wealth management offering to their client, while acting as a key liaison in delivering the wider platform, from establishing a relationship with the Investment Banking technology team to help expand the clients company operations globally; introducing private investors and collaborators to assist the business in its growth strategy; assisting with cash management solutions via the Corporate Bank for their day to day business needs; while at the same time guiding the business owner and entrepreneur around their private investments and wealth preservation strategy

Director/Vice President, Relationship Manager, Southern Cone Wealth Management Coverage, Bulge Bracket Bank, Geneva

Requirements

Private BankingLATAMDirectorVice PresidentGeneva7+ Years Experience

Experience

Wealth ManagementBusiness Development

Responsibilities

PitchingOriginationInvestingExecutionPresentationClient Coverage
  • Bulge Bracket Bank is looking to add a Relationship Manager for its Southern Cone 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

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

Requirements

Private BankingLATAMDirectorVice PresidentGeneva7+ Years Experience

Experience

Wealth ManagementBusiness Development

Responsibilities

PitchingOriginationInvestingExecutionPresentationClient Coverage
  • Bulge Bracket Bank is looking to add a Relationship Manager for its Andean 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

Managing Director/Director, Senior Relationship Manager, Mexico Wealth Management Coverage, Bulge Bracket Bank, Geneva

Requirements

Private BankingLATAMManaging DirectorDirectorGeneva10+ Years Experience

Experience

Wealth ManagementBusiness Development

Responsibilities

PitchingClient CoveragePresentationExecutionInvestingOrigination
  • Bulge Bracket Bank is looking to add a Senior Relationship Manager for its Mexico 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