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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

Managing Director/Executive Director, Senior Relationship Manager, Tech & Real Estate Entrepreneur China Coverage, Wealth Management, Switzerland

Requirements

Private BankingEuropeAsiaManaging DirectorDirectorZurichGeneva8+ Years Experience

Experience

Wealth ManagementHNWIUHNWITechnologyReal Estate

Responsibilities

Client CoverageNegotiations
  • One of our clients, a European bulge bracket private bank, is looking to add a Senior Relationship Manager at Managing Director or Executive Director level to their China coverage team based in Switzerland
  • The role would require that candidates to have at least 8 years experience covering the tech and real estate sectors within the Chinese market, as the focus for this role is to service China's rapidly growing Tech Entrepreneur and Real Estate Entrepreneur communities
  • The most essential component of the role would be to deliver a wealth management and advisory function to the clientele, though the successful candidate would also need to communicate the client's ambitions to the investment banking technology/real estate team as well as liaise with both private investors and collaborators to promote the growth of the client's business operations globally

Managing Director/Executive Director, Senior Relationship Manager, Tech & Real Estate Entrepreneur China Coverage, Wealth Management, London

Requirements

Private BankingEuropeAsiaManaging DirectorDirectorLondon8+ Years Experience

Experience

Wealth ManagementUHNWIHNWITechnologyReal Estate

Responsibilities

Client CoverageNegotiations
  • One of our clients, a European bulge bracket private bank, is looking to add a Senior Relationship Manager at Managing Director or Executive Director level to their China coverage team based in London
  • The role would require that candidates to have at least 8 years experience covering the tech and real estate sectors within the Chinese market, as the focus for this role is to service China's rapidly growing Tech Entrepreneur and Real Estate Entrepreneur communities
  • The most essential component of the role would be to deliver a wealth management and advisory function to the clientele, though the successful candidate would also need to communicate the client's ambitions to the investment banking technology/real estate team as well as liaise with both private investors and collaborators to promote the growth of the client's business operations globally

Managing Director/Director, Senior Relationship Manager, MENA Non-KSA Coverage, Bulge Bracket Bank, Zurich/Geneva

Requirements

Private BankingMENA/GCCManaging DirectorDirectorZurichGeneva8+ Years Experience

Experience

Wealth ManagementUHNWIHNWI

Responsibilities

Client Coverage
  • A bulge bracket private bank is looking to add a Senior Relationship Manager to their Swiss team, either based in Zurich or Geneva
  • The role would entail covering clients within the MENA region, excluding Saudi Arabia
  • Candidates will need to have an existing strong network within the region

Director, Relationship Manager, Saudi Arabia Coverage, Bulge Bracket Bank, Riyadh

Requirements

Private BankingSaudi ArabiaDirectorVice PresidentRiyadh7-12 Years Experience

Experience

Investment BankingWealth ManagementCoverageHNWIUHNWIFamily Office

Responsibilities

PitchingTeam ManagementOriginationInvestingClient CoverageExecutionPresentation
  • One of our clients, a Bulge Bracket Bank is looking to add headcount to their Saudi offshore coverage team based in Riyadh
  • Looking to hire a Senior Banker with UHNW/HNW/family office connectivity

Cluster Head, Egypt Coverage, Private Banking, Bulge Bracket Bank, Geneva

Requirements

Private BankingMENA/GCCManaging DirectorDirectorGeneva8-15 Years Experience

Experience

Investment BankingWealth ManagementCoverageUHNWIFamily OfficeHNWI

Responsibilities

Client CoverageTeam ManagementOriginationExecution
  • A Bulge Bracket Bank is looking for a Cluster Head to join and manage their Egypt Private Banking team based out of Geneva
  • Candidates must have an existing book of clients which they could bring in addition to experience managing a team of Private Banking professionals

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