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HNWI

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Senior Relationship Manager, Southern Cone U/HNW Wealth Management, Bulge Bracket Private Bank, Zurich/Geneva

Requirements

Private BankingLATAMManaging DirectorDirectorVice PresidentZurichGeneva7-15 Years Experience

Experience

Wealth ManagementStructured FinanceFamily-Owned BusinessUHNWIHNWI

Responsibilities

OriginationDue DiligenceResearchInvestingValuationExecutionClient CoveragePitchingNegotiations
  • Bulge Bracket Bank and traditional Private Bank is looking to add a Relationship Manager for its Southern Cone Coverage Private Banking team out of Geneva or Zurich, with a track record of covering UHNW/HNW clients and/or their Family Offices
  • 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 7 years experience in a Wealth Management capacity servicing private clients from the region

Senior Relationship Manager, Colombia U/HNW Wealth Management, Swiss Private Bank, Zurich/Geneva

Requirements

Private BankingLATAMManaging DirectorDirectorVice PresidentZurichGeneva7-15 Years Experience

Experience

Wealth ManagementFamily-Owned BusinessStructured FinanceHNWIUHNWI

Responsibilities

Due DiligencePitchingResearchOriginationInvestingValuationExecutionClient CoverageNegotiations
  • Bulge Bracket Bank is looking to add a Relationship Manager with a track record of covering Colombian UHNW/HNW clients and/or their Family Offices
  • Our client will consider candidates arriving from premier international institutions with strong track records of originating and developing Ultra / HNW business

Senior Relationship Manager, Latin America U/HNW Wealth Management, Global Top Tier Private Bank, Miami

Requirements

Private BankingLATAMManaging DirectorDirectorVice PresidentMiami7-15 Years Experience

Experience

Wealth ManagementFamily-Owned BusinessStructured FinanceHNWIUHNWI

Responsibilities

OriginationPitchingResearchInvestingDue DiligenceValuationExecutionClient CoverageNegotiations
  • Bulge Bracket Bank is looking to add a Relationship Manager for its LATAM Private Banking team out of Miami, with a track record of covering UHNW/HNW clients and/or their Family Offices
  • 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 7 years experience in a Wealth Management capacity servicing LATAM private clients

Senior Relationship Manager, Mexico U/HNW Wealth Management, Bulge Bracket Bank, Zurich/Geneva

Requirements

Private BankingLATAMManaging DirectorDirectorVice PresidentGenevaZurich7-15 Years Experience

Experience

Wealth ManagementStructured FinanceFamily-Owned BusinessFinancingHNWIUHNWI

Responsibilities

ExecutionResearchOriginationDue DiligenceInvestingValuationNegotiations Client CoveragePitching
  • A tier 1 global Wealth Management Institution is looking to hire a Relationship Manager with a track record of covering UHNW and HNW clients from Mexico, to be based in Zurich or Geneva
  • Candidates should have experience in a Wealth Management capacity servicing Mexican Resident and/or Resident non-Domiciled private clients

Senior Relationship Manager, Brazil U/HNW Wealth Management, Bulge Bracket Bank, Zurich/Geneva

Requirements

Private BankingLATAMManaging DirectorDirectorVice PresidentZurichGeneva7-15 Years Experience

Experience

Wealth ManagementStructured FinanceUHNWIHNWI

Responsibilities

ResearchDue DiligenceOriginationClient CoverageNegotiations InvestingValuationExecutionPitching
  • 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 or Geneva
  • Candidates should have experience in a Wealth Management capacity servicing Brazilian Resident and/or Resident non-Domiciled private clients

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

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