Executive Search

Israel

Delta Executive Search has provided clients with access to the Israeli market for over a decade, assisting onshore in Tel Aviv as well as in developed market financial centres

Latest Mandates

Investment Advisor, Israel UHNWI, Swiss Private Bank, Tel Aviv

Requirements

Private BankingIsraelVice PresidentTel Aviv3-6 Years Experience

Experience

Private BankingEquitiesFICCAsset ManagementWealth ManagementInvestment AdvisoryStructuringStructured FinanceStructured ProductsUHNWIHNWITechnologyEnglish - FluentHebrew - Fluent

Responsibilities

ResearchPitchingInvestingDue DiligenceExecutionAnalysisClient Coverage
  • A leading Swiss Private Bank is looking to hire an Investment Advisor to their team on the ground in Tel Aviv to work alongside a Senior Relationship Manager assisting in covering U/HNW clients and Family Offices within the region with a particular focus on the technology space
  • There is a preference towards candidates with proven cross-asset investment experience servicing Israeli clients as well as Jewish diaspora wider; ability to work under pressure and a true drive to go above and beyond to provide the best level of service to their clients
  • Ability to easily build relationships with existing clients as well as desire to engage with new potential targets
  • Fluency in Hebrew is mandatory
  • ISA licence preferable

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

Vice President, Investment Banking, Israel Coverage, US Bulge Bracket Bank, Tel Aviv

Requirements

Investment BankingIsraelAssociateVice PresidentTel Aviv5-7 Years Experience

Experience

CEEMEAECMM&AHebrew - Fluent

Responsibilities

Client CoverageExecution
  • One of our top tier clients, a US Bulge Bracket Bank is looking to add a Vice President to their Israel Coverage team based in Tel Aviv
  • The successful candidate will work as part of the deal team on the ground in Tel Aviv across M&A and ECM transactions that the team is involved in
  • This opportunity will allow the candidate to get direct coverage and execution experience working on some of the most high level transactions in the industry, something that is not common practice across all bulge brackets locally
  • There is a strong preference towards candidates looking to relocate to Israel upon completion or having recently completed their MBA internationally
  • Fluency in Hebrew is essential

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

Associate, Investment Banking, Israel Coverage, US Bulge Bracket Bank, Tel Aviv

Requirements

Investment BankingIsraelAssociateTel Aviv3-6 Years Experience

Experience

CEEMEAM&AECMHebrew - Fluent

Responsibilities

Client CoverageExecution
  • One of our top tier clients, a US Bulge Bracket Bank is looking to add an Associate to their Israel Coverage team based in Tel Aviv
  • The successful candidate will work alongside the team in Tel Aviv, working on both M&A and ECM transactions
  • There is a strong preference towards candidates looking to relocate to Israel upon completion or having recently completed their MBA internationally
  • Fluency in Hebrew is essential

Investment Banking Junior Associate, Israel Coverage, US Bulge Bracket Bank, Tel Aviv

Requirements

Investment BankingIsraelAssociateTel Aviv3-4 Years Experience

Experience

CEEMEAM&ACapital MarketsCoverageHebrew - Fluent

Responsibilities

ExecutionClient Coverage
  • US Bulge Bracket Bank is looking to add a Junior Associate to their Israel Coverage team based in Tel Aviv
  • A successful candidate will be responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The overall objective of this role is to act as a strategic advisor to clients by formulating investment strategies and raising capital for clients
  • There is a strong preference towards candidates looking to relocate permanently to Israel having previously built up their experience in London or New York

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