Executive Search

Family Office

Latest Mandates

Assistant Relationship Manager, Japanese U/HNW Coverage,​ Tier 1 Wealth Manager, Zurich

Requirements

Private BankingAsiaAssociateAnalystVice PresidentZurich3+ Years Experience

Experience

Wealth ManagementInvestment AdvisoryUHNWIHNWIFamily OfficeJapanese - Fluent

Responsibilities

ResearchAnalysisClient CoverageExecutionPresentationDue Diligence

Senior Relationship Manager, U/HNW European Francophone Coverage, Tier 1 Private Bank, London

Requirements

Private BankingIsraelEMEAManaging DirectorDirectorLondon10+ Years Experience

Experience

UKEMEAWealth ManagementInvestment AdvisoryBondsLoansCreditStructured ProductsEquityFXUHNWIHNWIFamily Office

Responsibilities

Client CoverageExecutionTeam Management

Senior Relationship Manager, U/HNW Israeli Coverage, Tier 1 Wealth Manager, London

Requirements

Private BankingUKIsraelManaging DirectorDirectorLondon10+ Years Experience

Experience

Private BankingWealth ManagementStructured ProductsCreditBondsAdvisoryInvestment AdvisoryUHNWIHNWIFamily Office

Responsibilities

Due DiligenceExecutionPresentationClient Coverage

Senior Relationship Manager, U/HNW MENA Coverage, Leading International Private Bank, London

Requirements

Private BankingMENA/GCCSaudi ArabiaUKDirectorLondon8+ Years Experience

Experience

Wealth ManagementLoansStructuringStructured ProductsBusiness DevelopmentAdvisoryUHNWIHNWIFamily Office

Responsibilities

OriginationClient Coverage

Senior Relationship Manager, Financial Executives Coverage, Bulge Bracket Private Bank, London

Requirements

Private BankingUKEMEAUSIndiaAsiaDirectorLondon10+ Years Experience

Experience

Private BankingInvestment BankingWealth ManagementLoansFinancingBusiness DevelopmentAdvisoryUHNWIFamily Office

Responsibilities

Client CoverageOrigination

Relationship Manager, Israeli U/HNW Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingIsraelManaging DirectorVice PresidentDirectorTel Aviv7+ Years Experience

Experience

Investment BankingCorporate BankingEMEAWealth ManagementStructured ProductsFinancingCreditInvestment AdvisoryAdvisoryBondsCash EquitiesFixed IncomeFXUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

PitchingPresentationClient CoverageNegotiations AnalysisDue DiligenceOrigination

Relationship Manager (Farmer), Israeli U/HNW Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingIsraelDirectorVice PresidentTel Aviv7+ Years Experience

Experience

Wealth ManagementStructured ProductsManagementFixed IncomeFXEquityCreditCoverageCommoditiesInvestment AdvisoryBondsAdvisoryUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

PitchingResearchDue DiligenceClient CoverageAnalysisExecution

Team Head/Senior Relationship Manager, GCC U/HNWIs, International Swiss Wealth Manager, Dubai

Requirements

Private BankingMENA/GCCManaging DirectorDirectorVice PresidentDubai10+ Years Experience

Experience

Structured ProductsWealth ManagementFixed IncomeInvestment AdvisoryCreditLoansUHNWIHNWIFamily Office

Responsibilities

Team ManagementOriginationPitchingClient CoverageNegotiations Due DiligenceInvestingExecution

Team Head/Senior Relationship Manager, GCC U/HNWIs, International Swiss Wealth Manager, Bahrain

Requirements

Private BankingMENA/GCCManaging DirectorDirectorManama10+ Years Experience

Experience

Wealth ManagementStructured ProductsIslamic FinanceBusiness DevelopmentUHNWIHNWIFamily Office

Responsibilities

Team ManagementOriginationExecutionClient Coverage

Senior Relationship Manager, Nordics UHNW/Family Office Coverage, Singapore

Requirements

Private BankingAsiaNordicsDirectorSingapore10+ Years Experience

Experience

Wealth ManagementBusiness DevelopmentUHNWIHNWIFamily Office

Responsibilities

Client CoverageOriginationExecutionTeam Management

Swiss Business Area Head, Multi-Billion External Asset Manager, Geneva

Requirements

Private BankingEuropeManaging DirectorGeneva12+ Years Experience

Experience

Private BankingAsset ManagementWealth ManagementUHNWIHNWIFamily Office

Responsibilities

Team ManagementClient CoverageOriginationDue Diligence

Managing Director/Director, Relationship Manager, Brazil Coverage, Bulge Bracket Wealth Management Platform, Miami

Requirements

Private BankingLATAMManaging DirectorDirectorMiami9-15 Years Experience

Experience

Wealth ManagementUHNWIHNWIFamily Office

Responsibilities

Client CoverageOriginationInvesting
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