UHNWI

Requirements

Experience

Responsibilities

• A bulge bracket private bank is looking to hire an Investment Advisor to their MENA Wealth Management desk in Zurich to fortify their presence in the region
• Candidates should arrive from a top financial institution having worked on a MENA coverage desk
• Our client will consider those currently in similar Investment Advisory roles servicing UHNW clients

Requirements

Experience

Responsibilities

• A bulge bracket private bank is looking to hire a Relationship Manager at Director level to their office in Zurich to cover their regional UHNW clients based in MENA
• Our client will consider those who have a proven client track record and existing network of UHNWIs within the region

Requirements

Experience

Responsibilities

• A leading bulge bracket bank with an enviable international private banking franchise is looking to hire a Managing Director-level Relationship Manager to their MENA coverage desk in Zurich to strengthen their presence in the region
• Candidates should arrive from premier financial institutions having worked on a MENA coverage desk servicing UHNW clients
• Our client will consider those who have a proven client track record and existing network of UHNWIs within the region

Requirements

Experience

Responsibilities

• An international bank with offices in Abu Dhabi is looking to hire a Relationship Manager at Managing Director or Director level to their team on the ground to strengthen their international franchise
• Our client will consider candidates coming from Relationship Manager roles at premier global institutions with a demonstrable UHNW client track record

Requirements

Experience

Responsibilities

• A Bulge Bracket Bank is looking to hire a Director level Relationship Manager with existing experience covering the Greek Wealth Management space
• Considering traditional private bankers with pre-existing connectivity in the region

Requirements

Experience

Responsibilities

• Build and manage a successful practice centered on deepening relationships by providing prospective and existing clients with appropriate investment advice and solutions across asset classes and product types
• Primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
• Provide superior advice on markets, products, and asset allocation
• Engage and advise clients on brokerage activity and execute trades

Requirements

Experience

Responsibilities

• 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

Requirements

Experience

Responsibilities

• Bulge Bracket Bank is looking to hire a Director level Relationship Manager with existing experience covering the Qatar Wealth Management space
• Considering traditional private bankers with pre-existing connectivity in the region