Executive Search

Family Office

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Senior Investment Advisor, Israeli Client Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingAsset ManagementIsraelDirectorVice PresidentTel Aviv8-14 Years Experience

Experience

CEEMEAWealth ManagementInvestment AdvisoryStructured FinanceStructured ProductsSales TradingDerivativesTradingUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

InvestingClient CoveragePresentation
  • Bulge Bracket Private Bank is looking to add a Hebrew-speaking Senior Investment Advisor to their team in Tel Aviv to cover U/HNW clients and Family Offices
  • There is a preference towards candidates with prior cross-asset markets experience, structured finance and/or derivatives sales experience as well as a good understanding of portfolio management both private and public
  • Opportunity for direct responsibility over a sizeable portfolio with a view of maximising return on investment

Director, Relationship Manager, UHNW Israel Coverage, Bulge Bracket Bank, Zurich

Requirements

Private BankingIsraelDirectorZurich8+ Years Experience

Experience

CEEMEAEMEAWealth ManagementStructured FinanceLoansSales TradingUHNWIHNWIFamily OfficeEnglish - Fluent

Responsibilities

PitchingPresentationExecutionClient CoverageNegotiations
  • One of the largest Private Banking platforms is looking to hire a Relationship Manager with a track record of covering Israeli UHNWs and HNW entrepreneurs, 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

Director, Relationship Manager, UHNW Israel Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingIsraelDirectorTel Aviv8+ Years Experience

Experience

Wealth ManagementSales TradingStructured FinanceLoansLeveraged FinanceUHNWIHNWIFamily OfficeEnglish - Fluent

Responsibilities

PitchingOriginationPresentationClient CoverageNegotiations Execution
  • 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 Tel Aviv 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

Managing Director/Director, Relationship Manager, MENA Global Family Offices Coverage, Swiss Bulge Bracket Bank, New York

Requirements

Private BankingMENA/GCCManaging DirectorDirectorNew York 10+ Years Experience

Experience

Saudi ArabiaLevantAdvisoryCoverageFamily-Owned BusinessFinancial SponsorsWealth ManagementFamily Office

Responsibilities

Client CoverageExecutionResearchPitching
  • A Swiss Bulge Bracket Bank is looking to hire a Relationship Manager or possible team with strong relationships with GCC family offices to provide these clients access to the US investment universe
  • Candidates must have high level connectivity with and a demonstrable history of servicing the targeted client base

Relationship Manager, MENA Family Office Coverage, Wealth Management, Bulge Bracket Bank, Dubai

Requirements

Private BankingMENA/GCCDirectorVice PresidentDubai6-12 Years Experience

Experience

Asset ManagementSaudi ArabiaAdvisoryCoverageFamily-Owned BusinessFinancial SponsorsWealth ManagementFamily Office

Responsibilities

Client CoverageExecutionResearchPitching
  • European Bulge Bracket Bank looking to hire a Relationship Manager to deepen the coverage of regional Family Office clients out of Dubai
  • Candidates must have high level connectivity with and a demonstrable history of servicing the targeted client base

Relationship Manager, Oman Private Banking, European Bulge Bracket Bank, Dubai/Geneva

Requirements

Private BankingMENA/GCCManaging DirectorDirectorVice PresidentDubaiGeneva6-15 Years Experience

Experience

AdvisoryCoverageIslamic FinanceWealth ManagementUHNWIFamily Office

Responsibilities

Client CoveragePitchingOriginationPresentationDue Diligence
  • European Bulge Bracket Bank looking to add a Senior Banker to cover Omani clients from Dubai or Geneva
  • Candidate must have strong connectivity with large UHNW/Family Office clients

Relationship Manager, Gulf ex-KSA Coverage, European Bulge Bracket Bank, Dubai

Requirements

Private BankingMENA/GCCDirectorVice PresidentDubai6-12 Years Experience

Experience

Investment BankingBusiness DevelopmentCoverageFamily-Owned BusinessWealth ManagementHNWIFamily OfficeUHNWI

Responsibilities

Client CoveragePitchingPresentationNegotiations
  • Bulge bracket bank with onshore booking capabilities looking to hire as part of the build of its wealth management division
  • Looking to hire an experienced Relationship Manager with UHNW/HNW/Family Office connectivity
  • Ideal candidate would have strong connectivitiy in UAE, Qatar, Kuwait, Oman or Bahrain

Senior Banker, Wealth Management Shipping Clients Coverage, Bulge Bracket Bank, Zurich

Requirements

Private BankingEMEAEuropeVice PresidentDirectorManaging DirectorZurich8+ Years Experience

Experience

Investment BankingCEEMEAGreeceWealth ManagementInvestment AdvisoryUHNWIHNWIFamily Office

Responsibilities

PitchingOriginationDue DiligenceClient Coverage
  • A leading global financial institution is looking add a Senior Shipping Banker to its Private Banking franchise. The bulge bracket bank would like to bring on board a senior financial services professional with extensive relationships across the shipping industry
  • High level of connectivity with UBOs and UHNWI/HNWIs in the shipping industry, with an ability to demonstrate a track record of originating business from such individuals/family groups
  • Confidence in the ability to raise new assets from an existing client base, who may have not previously been serviced in a similar capacity is key

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