Executive Search

Private Banking

Delta Executive Search possesses strong relationships with a select number of elite Private Banking businesses which mirror our regional coverage. Our Private Banking team has helped clients to build up their coverage of emerging markets' high net worth, both onshore and off shore

Latest Mandates

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

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

Executive Director, Relationship Manager, MENA/GCC UHNW, Swiss Private Bank, Dubai

Requirements

Private BankingMENA/GCCDirectorDubai9-12 Years Experience

Experience

Wealth Management

Responsibilities

InvestingExecutionClient CoverageDue DiligenceNegotiations
  • A leading Swiss Private Bank with an outstanding portfolio of international assets is looking to hire a Relationship Manager at Executive Director level to their Dubai office to cover their associated UHNW clients across the region
  • Either successful candidate will come from a Wealth Management, Family Office or Investment Banking background and have a proven track record of working in a top tier institution
  • Candidates must have an existing network or clients within the region

Managing Director, Senior Relationship Manager, MENA/GCC UHNW, Swiss Private Bank, Dubai

Requirements

Private BankingMENA/GCCManaging DirectorDubai12+ Years Experience

Experience

Wealth Management

Responsibilities

InvestingExecutionClient CoverageDue DiligenceNegotiations
  • A leading Swiss Private Bank with an outstanding portfolio of international assets is looking to hire a Senior Relationship Manager at Managing Director level to their Dubai office to cover their associated UHNW clients across the region
  • Either successful candidate will come from a Wealth Management, Family Office or Investment Banking background and have a proven track record of working in a top tier institution
  • Candidates must have an existing network or clients within the region

Director, Relationship Manager, GCC ex-Saudi Arabia Coverage, Bulge Bracket Bank, Dubai

Requirements

Private BankingMENA/GCCDirectorDubai10-15 Years Experience

Experience

Investment BankingWealth ManagementCoverageUHNWIFamily OfficeHNWI

Responsibilities

Client CoverageOriginationTeam ManagementDue DiligenceExecutionPresentation
  • Bulge Bracket Bank is looking to hire a Director level Relationship Manager with existing UHNW/HNW/Family Office clients across the GCC excluding Saudi Arabia
  • Considering both traditional private bankers and investment bankers with connectivity in the region

Executive Director, MENA/GCC UHNW, Swiss International Private Bank, Manama

Requirements

Private BankingMENA/GCCDirectorManama9-12 Years Experience

Experience

Wealth Management

Responsibilities

Client CoverageExecutionInvestingOriginationAnalysisPresentation
  • A leading European Private Bank with a large international portfolio is looking to hire an Executive Director to their UHNW team based in Manama, Bahrain, to cover local clients within the region
  • The successful candidate will come from a Wealth Management, Family Office or Investment Banking background and have a proven track record of working in a top tier institution
  • Candidates must have an existing network or clients within the region

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