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HNWI

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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

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

Requirements

Private BankingIsraelDirectorTel Aviv10+ Years Experience

Experience

CEEMEAEMEAWealth ManagementSales TradingStructured FinanceLeveraged FinanceLoansUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

PitchingOriginationClient CoverageNegotiations PresentationExecution
  • 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

Director/Vice President, Investment Advisor, Israeli Client Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingAsset ManagementIsraelDirectorVice PresidentTel Aviv6-10 Years Experience

Experience

CEEMEAWealth ManagementInvestment AdvisoryStructured FinanceSales TradingDerivativesTradingUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

InvestingClient CoveragePresentation
  • Bulge Bracket Private Bank is looking to add a Hebrew-speaking 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
  • ISA license is a compulsory

Director, Relationship Manager, GCC ex-Saudi Arabia Coverage, Bulge Bracket Bank, Dubai

Requirements

Private BankingMENA/GCCDirectorDubai10-15 Years Experience

Experience

Investment BankingWealth ManagementCoverageUHNWIFamily OfficeHNWI

Responsibilities

Client CoverageOriginationTeam ManagementDue DiligenceExecutionPresentation
  • Bulge Bracket Bank is looking to hire a Director level Relationship Manager with existing UHNW/HNW/Family Office clients across the GCC excluding Saudi Arabia
  • Considering both traditional private bankers and investment bankers with connectivity in the region

Assistant Private Banker, Russia/CIS/CEE Team, Bulge Bracket Investment Bank, Zurich

Requirements

Private BankingEuropeRussia/CISAssociateZurich3-8 Years Experience

Experience

Wealth ManagementUHNWIHNWIFamily OfficeRussian - Fluent

Responsibilities

PresentationExecutionResearchDue DiligenceAnalysis
  • One of our Bulge Bracket clients with a leading Wealth Management franchise, is looking to hire an Assistant Private Banker to work alongside the Russia/CIS/CEE leadership team in Zurich
  • The successful candidate will work directly with the Head of Wealth Management for Russia/CIS/CEE Switzerland helping look after some of the key client accounts of the platform in the region
  • Previous experience of working in a similar role in wealth management is preferable
  • Fluency in Russian is mandatory

Executive Director, Senior Private Banker, MENA Clients, Swiss Private Bank, Manama

Requirements

Private BankingMENA/GCCDirectorManama9-12 Years Experience

Experience

Wealth ManagementUHNWIHNWI

Responsibilities

ExecutionDue DiligenceClient CoverageAnalysisInvestingOrigination
  • A Swiss private bank is looking to onboard an Executive Director to their Manama-based Middle East private banking desk to service UHNW clients within the region
  • Candidates must have a relevant network of UHNW relationships within the MENA region
  • Our client would consider former private bankers now working on the buy side and regional non market pure client relationship officers

Director/Vice President, Brazil Relationship Manager, Wealth Management, Bulge Bracket Bank, Zurich

Requirements

Private BankingLATAMDirectorVice PresidentZurich7-12 Years Experience

Experience

Investment BankingCorporate BankingFICCEquitiesWealth ManagementFamily-Owned BusinessLeveraged FinanceStructured FinanceLoansBusiness DevelopmentUHNWIHNWIFamily OfficePortuguese - FluentEnglish - Fluent

Responsibilities

Client CoveragePitchingNegotiations Execution
  • Bulge Bracket Bank is looking to hire a Relationship Manager with a track record of covering UHNW and HNW clients from Brazil, to be based in Zurich
  • 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 investment banking products, lending & structured products & guidance on their corporate/business affairs as part of a holistic offering

Managing Director,​ Team Leader Israel Wealth Management,​ Bulge Bracket Bank, Zurich

Requirements

Private BankingInvestment BankingIsraelCEEMEAManaging DirectorDirectorZurich12+ Years Experience

Experience

Asset ManagementWealth ManagementManagementUHNWIFamily OfficeHNWIHebrew - Fluent

Responsibilities

Team ManagementPitchingOrigination
  • A Bulge Bracket bank with an enviable Wealth Management platform is looking to hire a Team Leader for their Israel franchise to manage a team of Relationship Managers & Investment Advisors out of Zurich while continuing to grow the bank's footprint while closely collaborating with the wider franchise in Tel Aviv as well as globally
  • The successful candidate will come from a Wealth Management, Investment Banking or an Institutional background and have a proven track record of working in a global franchise and successfully managing teams both in key global financial hubs as well as on the ground in Israel​
  • In addition to managerial responsibilities the successful candidate would be required to also deliver wealth management products to their clients, whilst having the fluency in discussing a wider spectrum of solutions including investment banking, lending & structured products to assist clients in their corporate/business affairs as part of a holistic product offering
  • A successful track record of covering Israeli Family Offices, UHNWs and HNW entrepreneurs is key
  • Fluency in Hebrew preferable

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