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

Vice President, Credit Officer, Risk Management, International Private Bank, Geneva 

Requirements

Private BankingEMEAVice PresidentGeneva7+ Years Experience

Experience

Wealth Management

Responsibilities

AnalysisModellingDue DiligencePresentation
  • The candidate must manage and monitor a sub-portfolio of counterparty names within the EMEA region
  • It is important to work closely with the front office's Lending team and Client Advisors and support the growth of Wealth Management's lending book
  • Transparent communication of decision-making including risk analysis & approval conditions Candidates should bring assigned credit authority and portfolio responsibility, or similar experience in a front office role
  • The candidate must have at least 7 years experience as a credit officer    

Vice President, Investment Advisor, MENA UHNW, Bulge Bracket Private Bank, Zurich

Requirements

Private BankingMENA/GCCVice PresidentZurich6+ Years Experience

Experience

Wealth ManagementStructured ProductsSecuritiesFixed IncomeEquityCommoditiesCapital MarketsUHNWIHNWI

Responsibilities

InvestingOriginationDue DiligenceValuationExecutionAnalysisPresentationResearch
  • A bulge bracket private bank is looking to hire an Investment Advisor to their MENA Wealth Management desk in Zurich to fortify their presence in the region
  • Candidates should arrive from a top financial institution having worked on a MENA coverage desk
  • Our client will consider those currently in similar Investment Advisory roles servicing UHNW clients

Director, Relationship Manager, MENA UHNW, Bulge Bracket Private Bank, Zurich

Requirements

Private BankingMENA/GCCDirectorZurich9+ Years Experience

Experience

Wealth ManagementUHNWIHNWI

Responsibilities

Team ManagementInvestingOriginationExecutionClient CoverageNegotiations
  • A bulge bracket private bank is looking to hire a Relationship Manager at Director level to their office in Zurich to cover their regional UHNW clients based in MENA
  • Our client will consider those who have a proven client track record and existing network of UHNWIs within the region

Managing Director, Relationship Manager, MENA UHNW, Bulge Bracket Private Bank, Zurich

Requirements

Private BankingMENA/GCCManaging DirectorZurich12+ Years Experience

Experience

Wealth ManagementUHNWIHNWI

Responsibilities

Team ManagementExecutionClient Coverage
  • A leading bulge bracket bank with an enviable international private banking franchise is looking to hire a Managing Director-level Relationship Manager to their MENA coverage desk in Zurich to strengthen their presence in the region
  • Candidates should arrive from premier financial institutions having worked on a MENA coverage desk servicing UHNW clients
  • Our client will consider those who have a proven client track record and existing network of UHNWIs within the region