Executive Search

Team Management

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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

CEO Israel Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingInvestment BankingIsraelCEOTel Aviv20+ Years Experience

Experience

Wealth ManagementManagementEnglish - FluentHebrew - Fluent

Responsibilities

Team ManagementClient CoverageExecution
  • One of our Bulge Bracket clients is looking to hire a CEO, Country Head, with the responsibility of managing the platforms operations on the ground in Israel. The platform has been offering local clients services across wealth management, investment banking and asset management since 2007 and remains fully committed to providing the best solutions for their Israeli client base
  • 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 managing the overall operations and resources of the platform, the role would require the candidate to drive the bank’s growth strategy across wealth management acting as the key point of contact for key clients and strategic partners
  • A successful track record of covering Israeli Family Offices, UHNWs and HNW entrepreneurs on the ground is key
  • Fluency in Hebrew preferable

Chief Operating Officer, Alternative Investment Management Firm, Athens

Requirements

Asset ManagementGreeceDirectorVice PresidentAthens8+ Years Experience

Experience

CEEMEACoverageInvestor Relations

Responsibilities

Team ManagementClient CoverageExecutionDue Diligence
  • One of our clients, an Alternative Investment Management firm based in Athens is looking to add an entrepreneurial, hands-on Chief Operating Officer to assume a strategic role in the overall management of the company and to help drive the business on its growth path
  • The selected candidate will have primary day-to-day responsibility for planning, implementing, managing, and controlling all operational-related activities of the group including but not limited to operations, legal & compliance, finance, IT, human resources and investor relations
  • Considering candidates with previous experience in a senior position within a hedge fund and/or a Private Equity Real Estate fund

Director/Senior Vice President, TMT Investments, Middle Eastern Sovereign Wealth Fund

Requirements

Private EquityAsset ManagementAsiaUSEuropeDirectorVice PresidentDoha7-15 Years Experience

Experience

Investment BankingMENA/GCCCapital MarketsPrincipal FinanceTMTTelecoms

Responsibilities

AnalysisDue DiligenceInvestingPresentationResearchTeam ManagementOrigination
  • Client looking to hire a Director or Senior Vice President to join their TMT Investment Department
  • Particular interest in candidates with experience in Telecoms, hardware or Semiconductors subsectors
  • 7+ years experience overall in relevant roles, including at top-tier Private Equity or Venture Capital firm

Managing Director/Director, Real Estate Private Equity, International Technology Investment Firm, London/Moscow/Warsaw

Requirements

Private EquityCEEMEAEuropeManaging DirectorDirectorMoscowWarsaw9+ Years Experience

Experience

Investment BankingResearchReal EstateTechnology

Responsibilities

ResearchInvestingDue DiligencePresentationClient CoverageTeam Management
  • An international technology investment firm is looking to add a senior Real Estate professional with experience in Investment Banking and/or Private Equity
  • The firm is currently managing venture capital, secondary buy-out and venture debt funds and will be launching a proptech/real estate technology fund
  • The team has reviewed a significant pipeline of deals across proptech/ real estate tech / construction tech in Europe as well as other regions

Director, Relationship Manager, Saudi Arabia Coverage, Bulge Bracket Bank, Riyadh

Requirements

Private BankingSaudi ArabiaDirectorVice PresidentRiyadh7-12 Years Experience

Experience

Investment BankingWealth ManagementCoverageHNWIUHNWIFamily Office

Responsibilities

PitchingTeam ManagementOriginationInvestingClient CoverageExecutionPresentation
  • One of our clients, a Bulge Bracket Bank is looking to add headcount to their Saudi offshore coverage team based in Riyadh
  • Looking to hire a Senior Banker with UHNW/HNW/family office connectivity

Cluster Head, Egypt Coverage, Private Banking, Bulge Bracket Bank, Geneva

Requirements

Private BankingMENA/GCCManaging DirectorDirectorGeneva8-15 Years Experience

Experience

Investment BankingWealth ManagementCoverageUHNWIFamily OfficeHNWI

Responsibilities

Client CoverageTeam ManagementOriginationExecution
  • A Bulge Bracket Bank is looking for a Cluster Head to join and manage their Egypt Private Banking team based out of Geneva
  • Candidates must have an existing book of clients which they could bring in addition to experience managing a team of Private Banking professionals