Executive Search

Investment Advisory

Latest Mandates

Director/Vice President, Institutional Coverage, US Asset Manager, Riyadh

Requirements

Asset ManagementSaudi ArabiaDirectorVice PresidentRiyadh8-12 Years Experience

Experience

MENA/GCCBusiness DevelopmentCoverageFinancial SponsorsInvestment AdvisoryArabic - Native

Responsibilities

Client CoveragePitchingPresentation
  • One of the world’s largest asset managers is looking to hire an individual in Riyadh to cover their largest Saudi institutional clients
  • Candidates must have a strong technical background and the ability to understand and market products from across the firm’s full offering, as well as experience in relationship management/business development
  • For regulatory reasons only Saudi nationals, or individuals with a status considered equivalent, will be considered

Senior Investment Advisor, Russia/CIS Client Coverage, Bulge Bracket Bank, Zurich

Requirements

Private BankingRussia/CISDirectorZurich6-15 Years Experience

Experience

Asset ManagementEquitiesWealth ManagementInvestment AdvisoryEquity DerivativesEquityCreditFixed IncomeUHNWIHNWIRussian - Fluent

Responsibilities

Client CoveragePresentationInvesting
  • Bulge Bracket Private Bank is looking to add a Russian-speaking Senior Investment Advisor to their team in Zurich to cover UHNW clients and Family Offices
  • Our client has preference towards candidates with prior experience in Markets, both debt and equities, with portfolio management experience being a plus. Alternate experience with equivalent product sophistication from a top-tier financial institution will also be considered
  • Opportunity for direct responsibility over a sizeable portfolio with a view of maximising return on investment

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

Relationship Manager, China Wealth Management Coverage, Swiss Private Bank, London

Requirements

Private BankingAsiaVice PresidentDirectorLondon7-12 Years Experience

Experience

Wealth ManagementCoverageCorporatesLoansInvestment AdvisoryAdvisoryUHNWIHNWIFamily Office

Responsibilities

Client CoveragePitchingOriginationNegotiations
  • Global Private Bank is looking to strengthen their China Private Banking business by hiring a Relationship Manager in London with proven connectivity with UHNW/HNW clients and/or their Family Offices
  • 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 of product solutions as part of a holistic offering

Relationship Manager, Israel Wealth Management Coverage, Swiss Private Bank, London

Requirements

Private BankingIsraelDirectorVice PresidentManaging DirectorLondon8+ Years Experience

Experience

CEEMEAEMEAWealth ManagementInvestment AdvisoryAdvisoryLoansCoverageCorporatesUHNWIHNWIFamily Office

Responsibilities

Client CoveragePitchingOriginationNegotiations
  • Global Private Bank is looking to strengthen their Israel Private Banking business by hiring a Relationship Manager in Zurich with proven connectivity with UHNW/HNW clients and/or their Family Offices
  • 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 of product solutions as part of a holistic offering

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

Requirements

Private BankingIsraelManaging DirectorZurich10+ Years Experience

Experience

CEEMEAEMEAWealth ManagementLoansCoverageCorporatesInvestment AdvisoryAdvisoryUHNWIFamily OfficeHNWI

Responsibilities

Client CoverageNegotiations OriginationPitching
  • 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

Vice President, Investment Advisor, Saudi Arabia Coverage, Wealth Management, US Bulge Bracket Bank, Geneva

Requirements

Private BankingSaudi ArabiaDirectorVice PresidentGeneva7-12 Years Experience

Experience

Wealth ManagementInvestment AdvisoryUHNWIHNWI

Responsibilities

Client CoveragePresentation
  • One of our clients, a world leading private banking franchise within a bulge bracket bank, is looking to add an Arabic speaking Investment Advisor to generate and present investment ideas for Saudi Arabian clients
No longer available

Relationship Manager, Greece & Cyprus Wealth Management Coverage, US Bulge Bracket Bank, Zurich

Requirements

Private BankingGreeceDirectorVice PresidentZurich8+ Years Experience

Experience

Investment BankingCorporate BankingEquitiesFICCCEEMEAEuropeEMEAWealth ManagementLoansCoverageCorporatesInvestment AdvisoryAdvisoryUHNWIHNWIFamily OfficeGreek - Fluent

Responsibilities

Client CoverageOriginationNegotiations Pitching
  • Bulge Bracket Bank with a sizeable Private Banking platform is looking to hire a Relationship Manager with a track record of covering UHNW and HNW clients from Greece & Cyprus, 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
No longer available