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

Analyst, Wealth Management Professional, BeNeLux Coverage, Amsterdam

Requirements

Private BankingEuropeAnalystAmsterdam1-3 Years Experience

Experience

Wealth ManagementHNWIUHNWIDutch - Native

Responsibilities

Due DiligencePresentationAnalysis
  • Bulge Bracket Bank is looking to add a Wealth Management Professional to their BeNeLux team based in Amsterdam
  • Fluency in Dutch is preferable

Financial Analyst, Benelux Coverage, Bulge Bracket Bank, Amsterdam

Requirements

Private BankingEuropeAssociateAnalystAmsterdam3-5 Years Experience

Experience

Wealth ManagementUHNWIHNWIFamily OfficeDutch - Native

Responsibilities

Client CoverageAnalysisPresentationExecution
  • One of our clients, a Bulge Bracket Bank is looking to add a Financial Analyst to their Private Wealth Management team covering the BeNeLux out of Amsterdam
  • Fluency in Dutch is preferable

Assistant Private Banker, Swiss Private Bank, London

Requirements

Private BankingEMEAAssociateAnalystLondon1-7 Years Experience

Experience

CoverageWealth Management

Responsibilities

ExecutionDue DiligenceResearch
  • Swiss Private Bank looking to add an Assistant Private Banker to their team in London
  • Previous experience of working in a similar role in wealth management is preferable
  • Candidates will ideally have passed regulatory exams

Vice President, Relationship Manager, UHNW Germany Coverage, Leading Turkish Bank, Frankfurt

Requirements

Private BankingEuropeTurkeyVice PresidentFrankfurt5-10 Years Experience

Experience

Wealth ManagementSalesLoansCoverageStructured ProductsUHNWIHNWIFamily OfficeTurkish - FluentGerman - FluentEnglish - Fluent

Responsibilities

PitchingOriginationPresentationClient CoverageNegotiations Execution
  • Responsible for identifying potential new clients and work with them to build up relationships with the goal of managing their wealth
  • Understand clients’ financial circumstances with a focus on maintaining a strong relationship between UHNW clients and the bank
  • Consulting with associates within the bank in respect to the internal organization and the banking framework in Germany