Executive Search

Family Office

Latest Mandates

Senior Relationship Manager, UHNW Israel Coverage, Bulge Bracket Bank, London

Requirements

Private BankingIsraelDirectorLondon8+ Years Experience

Experience

CEEMEAEMEAWealth ManagementSales TradingStructured FinanceLeveraged FinanceLoansUHNWIHNWIFamily OfficeHebrew - FluentEnglish - Fluent

Responsibilities

PitchingOriginationExecutionPresentationNegotiations Client Coverage
  • 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 London 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

Relationship Manager, Netherlands Coverage, Wealth Management, Global Private Bank, Amsterdam

Requirements

Private BankingEuropeDirectorVice PresidentAmsterdam6-12 Years Experience

Experience

Private BankingWealth ManagementInvestment AdvisoryUHNWIHNWIFamily Office

Responsibilities

PitchingOriginationClient CoveragePresentation
  • Global Private Bank is looking to strengthen their Netherlands Private Banking business by hiring a Senior Relationship Manager in Amsterdam with proven connectivity with Dutch 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 a spectrum of product solutions as part of a holistic product offering

Managing Director, Senior Relationship Manager, Russia/CIS Coverage, Wealth Management, European Bulge Bracket, Zurich

Requirements

Private BankingRussia/CISManaging DirectorZurich10+ Years Experience

Experience

Wealth ManagementUHNWIHNWIFamily OfficeRussian - Fluent

Responsibilities

PitchingTeam ManagementPresentationClient CoverageNegotiations
  • Bulge Bracket Bank is looking to strengthen their Russia/CIS Private Banking business by hiring a Senior Relationship Manager in Zurich with proven connectivity with Russian 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 a spectrum of product solutions as part of a holistic product offering
  • Fluency in Russian is preferable

Director, Senior Relationship Manager, Russia/CIS Coverage, Wealth Management, European Bulge Bracket, Zurich

Requirements

Private BankingRussia/CISDirectorZurich8+ Years Experience

Experience

Wealth ManagementUHNWIHNWIFamily OfficeRussian - Fluent

Responsibilities

PitchingPresentationExecutionClient CoverageNegotiations
  • Bulge Bracket Bank is looking to strengthen their Russia/CIS Private Banking business by hiring a Senior Relationship Manager in Zurich with proven connectivity with Russian 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 a spectrum of product solutions as part of a holistic product offering
  • Fluency in Russian is preferable

Assistant, Israel Coverage, Wealth Management, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingIsraelAssociateAnalystTel Aviv5-10 Years Experience

Experience

EMEAWealth ManagementUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

Due DiligenceAnalysisExecutionPresentation
  • Bulge Bracket Bank is looking to add a Wealth Management Assistant to their team in Tel Aviv
  • Previous experience of working in a similar role in Wealth Management is preferable
  • Fluency in Hebrew is preferable

Relationship Manager, CEE Wealth Management, Swiss Private Bank, Zurich

Requirements

Private BankingCEEMEADirectorVice PresidentZurich6-15 Years Experience

Experience

Asset ManagementWealth ManagementUHNWIHNWIFamily Office

Responsibilities

PitchingDue DiligenceOriginationPresentation
  • Swiss Private Bank is looking to strengthen their CEE Private Banking business by hiring a Relationship Manager in Zurich with proven connectivity with 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

Relationship Manager, UHNW Central Asia Coverage, Bulge Bracket Bank, Zurich

Requirements

Private BankingRussia/CISAsiaVice PresidentDirectorZurich6-15 Years Experience

Experience

Asset ManagementWealth ManagementUHNWIHNWIFamily OfficeRussian - Fluent

Responsibilities

PitchingOriginationDue DiligencePresentation
  • Bulge Bracket Bank is looking to add a Relationship Manager for its Central Asia Coverage Private Banking team out of Zurich, 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
  • Fluency in Russian is preferable

Relationship Manager, CEE Wealth Management, Bulge Bracket Bank, Zurich

Requirements

Private BankingCEEMEAVice PresidentDirectorZurich6-15 Years Experience

Experience

Asset ManagementWealth ManagementUHNWIHNWIFamily Office

Responsibilities

PitchingOriginationDue DiligencePresentation
  • One of the largest Private Banking platforms is looking to hire a Relationship Manager with a track record of covering UHNW and HNW’s clients from Central Eastern Europe, 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

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