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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

Market Head, Greece Wealth Management, Swiss Private Bank, Athens

Requirements

Private BankingGreeceManaging DirectorDirectorAthens15+ Years Experience

Experience

Wealth ManagementCoverageBusiness DevelopmentInvestment Advisory

Responsibilities

PitchingTeam ManagementClient CoverageNegotiations
  • A leading Swiss private bank with an outstanding portfolio of international assets is looking to hire a senior relationship manager for an outpost the Swiss bank is planning to open in Athens to expand their Greek franchise while continuing to grow the bank's footprint and closely collaborating with the wider franchise globally
  • The successful candidate will come from a Private Bank, External Asset Manager, Family Office, or an Institutional background and have a proven track record of working in a leading franchise
  • 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
  • A successful track record of covering Greek Family Offices, UHNWs and HNW entrepreneurs is key

Managing Director/Senior Director, Investments & Portfolio Management, Sovereign Investment Vehicle, Dubai

Requirements

Asset ManagementMENA/GCCPortfolio ManagerManaging DirectorDirectorDubai12-20 Years Experience

Experience

Principal FinanceInsuranceReal EstateTMT

Responsibilities

Due DiligenceNegotiations PitchingTeam ManagementInvesting
  • Managing Director of Investments and Portfolio Management will be responsible for managing multiple transactions (investments and divestments) in line with the firms strategy; management of portfolio companies; and assist the CIO with managing and mentoring the IPM team
  • Investment or sell-side experience within infrastructure, real estate & hospitality and/or TMT would be beneficial, but candidates with other sector experience will also be considered

Junior Vice President, Private Investments, Leading Independent Investment Company, Abu Dhabi

Requirements

Private EquityEMEAUSMENA/GCCVice PresidentAbu Dhabi7-9 Years Experience

Experience

Investment BankingAsset ManagementCoverageM&ACorporate FinanceAdvisoryInvestment Advisory

Responsibilities

ExecutionClient CoveragePresentationDue DiligenceValuationPitching
  • A leading investment company based in Abu Dhabi is looking to add a Vice President to their Private Investments team
  • The individual will be responsible for generating investment ideas, executing new investments and exiting existing investments. They will also be responsible for proactively managing assets and helping their management teams add value though detailed financial analysis, reporting, and business consulting
  • As the team grows the Vice President will lead deal teams who are responsible for conducting fundamental research, due diligence and financial modeling
  • Considering candidates with at least 7 years experience from either a top tier investment bank or private equity firm with experience leading M&A transactions including, due diligence, valuation and documentation

Director, In-House M&A Execution, Leading Emerging Markets FinTech Company, Moscow

Requirements

Investment BankingEquitiesAsiaRussia/CISVice PresidentDirectorMoscow8-12 Years Experience

Experience

AsiaResearchFinancingRussian - Fluent

Responsibilities

OriginationClient CoveragePresentationDue DiligencePitchingResearch
  • A leading Emerging Markets FinTech company is looking to add a a Director or a Vice President to their in-house M&A execution team to work alongside the Head of M&A in expanding the platform's ambitions both in Russia as well as globally with a particular focus on South East Asia, notably India, Philippines, Indonesia and Vietnam in the short term
  • The ideal candidate would come from an Investment Banking M&A background with experience in covering financial institutions and digital banks with a passion for the fintech sector
  • Strong preference towards globally mobile candidates open to be based in Moscow as well as working remotely from other financial hubs over time
  • Fluency is Russian would be preferable though not compulsory 

Chief Financial Officer, Family Office, Dubai

Requirements

Asset ManagementMENA/GCCCFODubai15-25 Years Experience

Experience

EMEAManagementInvestor RelationsStructuringHealthcareFinancialsIndustrialsTechnology

Responsibilities

ModellingPresentationTeam ManagementPitching
  • A multi-billion dollar single family office is looking to add a Chief Financial Officer to their team based in Dubai
  • Considering candidates with at least 15 years of experience in a similar role

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