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Structured Finance

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Senior Relationship Manager, Southern Cone U/HNW Wealth Management, Bulge Bracket Private Bank, Zurich/Geneva

Requirements

Private BankingLATAMManaging DirectorDirectorVice PresidentZurichGeneva7-15 Years Experience

Experience

Wealth ManagementStructured FinanceFamily-Owned BusinessUHNWIHNWI

Responsibilities

OriginationDue DiligenceResearchInvestingValuationExecutionClient CoveragePitchingNegotiations
  • Bulge Bracket Bank and traditional Private Bank is looking to add a Relationship Manager for its Southern Cone Coverage Private Banking team out of Geneva or Zurich, with a track record of covering UHNW/HNW clients and/or their Family Offices
  • Our client will consider candidates arriving from premier international institutions with strong track records of originating and developing Ultra / HNW business
  • Candidates should have a minimum of 7 years experience in a Wealth Management capacity servicing private clients from the region

Senior Relationship Manager, Colombia U/HNW Wealth Management, Swiss Private Bank, Zurich/Geneva

Requirements

Private BankingLATAMManaging DirectorDirectorVice PresidentZurichGeneva7-15 Years Experience

Experience

Wealth ManagementFamily-Owned BusinessStructured FinanceHNWIUHNWI

Responsibilities

Due DiligencePitchingResearchOriginationInvestingValuationExecutionClient CoverageNegotiations
  • Bulge Bracket Bank is looking to add a Relationship Manager with a track record of covering Colombian UHNW/HNW clients and/or their Family Offices
  • Our client will consider candidates arriving from premier international institutions with strong track records of originating and developing Ultra / HNW business

Senior Relationship Manager, Latin America U/HNW Wealth Management, Global Top Tier Private Bank, Miami

Requirements

Private BankingLATAMManaging DirectorDirectorVice PresidentMiami7-15 Years Experience

Experience

Wealth ManagementFamily-Owned BusinessStructured FinanceHNWIUHNWI

Responsibilities

OriginationPitchingResearchInvestingDue DiligenceValuationExecutionClient CoverageNegotiations
  • Bulge Bracket Bank is looking to add a Relationship Manager for its LATAM Private Banking team out of Miami, with a track record of covering UHNW/HNW clients and/or their Family Offices
  • Our client will consider candidates arriving from premier international institutions with strong track records of originating and developing Ultra / HNW business
  • Candidates should have a minimum of 7 years experience in a Wealth Management capacity servicing LATAM private clients

Senior Relationship Manager, Mexico U/HNW Wealth Management, Bulge Bracket Bank, Zurich/Geneva

Requirements

Private BankingLATAMManaging DirectorDirectorVice PresidentGenevaZurich7-15 Years Experience

Experience

Wealth ManagementStructured FinanceFamily-Owned BusinessFinancingHNWIUHNWI

Responsibilities

ExecutionResearchOriginationDue DiligenceInvestingValuationNegotiations Client CoveragePitching
  • A tier 1 global Wealth Management Institution is looking to hire a Relationship Manager with a track record of covering UHNW and HNW clients from Mexico, to be based in Zurich or Geneva
  • Candidates should have experience in a Wealth Management capacity servicing Mexican Resident and/or Resident non-Domiciled private clients

Senior Relationship Manager, Brazil U/HNW Wealth Management, Bulge Bracket Bank, Zurich/Geneva

Requirements

Private BankingLATAMManaging DirectorDirectorVice PresidentZurichGeneva7-15 Years Experience

Experience

Wealth ManagementStructured FinanceUHNWIHNWI

Responsibilities

ResearchDue DiligenceOriginationClient CoverageNegotiations InvestingValuationExecutionPitching
  • 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 or Geneva
  • Candidates should have experience in a Wealth Management capacity servicing Brazilian Resident and/or Resident non-Domiciled private clients

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

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