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Relationship Manager, Western European Francophone U/HNW Wealth Management, Swiss Private Bank, London/Switzerland

Requirements

Private BankingUKEuropeEMEAManaging DirectorDirectorVice PresidentLondonZurichGeneva8+ Years Experience

Experience

Wealth ManagementUHNWIHNWIFamily OfficeEnglish - FluentFrench - Fluent

Responsibilities

Team ManagementDue DiligenceClient CoveragePresentationPitchingOrigination
  • A top Wealth Management platform is looking to hire Relationship Managers to build out their Wealth Management offering to Western European Francophone U/HNW clients
  • Our client will consider candidates from top tier Private Banking institutions, with a proven client track record and a strong base of Western European Francophone U/HNW clients
  • Should the above opportunity be of interest, please do apply via the link or alternatively feel free to reach out to Yiannis and Lleyton via mandates@deltaexec.com

Director, Relationship Manager, MENA Coverage, Wealth Management, Bulge Bracket Private Bank, London

Requirements

Private BankingMENA/GCCDirectorLondon8-15 Years Experience

Experience

Private BankingWealth ManagementCoverageUHNWIHNWIFamily Office

Responsibilities

Team ManagementInvestingOriginationClient CoverageExecutionNegotiations
  • A bulge bracket private bank is looking to hire a Relationship Manager at Director level to their office in London to cover their regional UHNW/HNW clients based in MENA
  • Our client will consider those who have a proven client track record and existing network of UHNWI/HNWIs within the region

Executive Director/Director, Relationship Manager, UK International HNW, Global Tier 1 Wealth Manager, Switzerland

Requirements

Private BankingUKEuropeDirectorVice PresidentZurichGeneva6-12 Years Experience

Experience

Wealth ManagementManagementUHNWIHNWIFamily Office

Responsibilities

OriginationExecutionClient Coverage
  • A tier 1 institution with a leading Global Family Office, Ultra and High Net Worth franchise is looking to augment their UK International Wealth desk by hiring a Relationship Manager at either Director or Vice President level in Zurich or Geneva
  • Our client will consider candidates arriving from premier international institutions with strong track records of originating and developing Ultra High Net Worth business
  • Minimum of 6 years' experience servicing UK private clients is required to be considered for a Vice President position, and a those with significantly more relevant experience may be considered for a Director-level seat
  • Should the above opportunity be of interest, please get in touch with Keir via mandates@deltaexec.com

Director/Vice President, Relationship Manager, UK UHNW, Global Tier 1 Wealth Manager, London

Requirements

Private BankingUKDirectorVice PresidentLondon8+ Years Experience

Experience

Wealth ManagementManagementInvestment AdvisoryUHNWIHNWIFamily Office

Responsibilities

OriginationExecutionClient Coverage
  • A global tier 1 Wealth Management institution with a leading UK and International Family Office, Ultra and High Net Worth franchise is looking to augment their UK Wealth Management desk with multiple Relationship Manager hires at Director and Vice President level
  • Our client will consider candidates arriving from premier international institutions with strong track records of originating and developing Ultra / HNW business
  • Candidates should have a minimum of 8 years experience in a Wealth Management capacity servicing UK Resident and/or Resident non-Domiciled private clients

Managing Director/Director, Relationship Manager, UHNW, International Bank, Abu Dhabi

Requirements

Private BankingEMEAManaging DirectorDirectorAbu Dhabi12+ Years Experience

Experience

EMEAWealth ManagementUHNWIHNWIFamily Office

Responsibilities

Team ManagementExecutionOriginationClient CoverageInvesting
  • An international bank with offices in Abu Dhabi is looking to hire a Relationship Manager at Managing Director or Director level to their team on the ground to strengthen their international franchise
  • Our client will consider candidates coming from Relationship Manager roles at premier global institutions with a demonstrable UHNW client track record

Director, Relationship Manager, Greece UHNW, Bulge Bracket Private Bank, Geneva

Requirements

Private BankingGreeceDirectorGeneva9-12 Years Experience

Experience

Wealth ManagementStructured ProductsManagementUHNWIHNWIFamily Office

Responsibilities

OriginationExecutionClient CoverageTeam Management
  • A Bulge Bracket Bank is looking to hire a Director level Relationship Manager with existing experience covering the Greek Wealth Management space
  • Considering traditional private bankers with pre-existing connectivity in the region

Investment Counselor, Greece & Cyprus UHNW Coverage, Bulge Bracket Bank, Madrid

Requirements

Private BankingGreeceDirectorVice PresidentMadrid10+ Years Experience

Experience

FICCAsset ManagementWealth ManagementStructured ProductsFXDerivativesCoverageBondsUHNWIFamily OfficeGreek - Fluent

Responsibilities

PitchingExecutionAnalysisClient Coverage
  • Build and manage a successful practice centered on deepening relationships by providing prospective and existing clients with appropriate investment advice and solutions across asset classes and product types
  • Primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
  • Provide superior advice on markets, products, and asset allocation
  • Engage and advise clients on brokerage activity and execute trades

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

Requirements

Private BankingIsraelDirectorZurich8+ Years Experience

Experience

CEEMEAEMEAWealth ManagementStructured FinanceLoansSales TradingUHNWIHNWIFamily OfficeHebrew - 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

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