Executive Search

UHNWI

Latest Mandates

Vice President, Investment Advisor, MENA UHNW, Bulge Bracket Private Bank, Zurich

Requirements

Private BankingMENA/GCCVice PresidentZurich6+ Years Experience

Experience

Wealth ManagementStructured ProductsSecuritiesFixed IncomeEquityCommoditiesCapital MarketsUHNWIHNWI

Responsibilities

InvestingOriginationDue DiligenceValuationExecutionAnalysisPresentationResearch
  • 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

Director, Relationship Manager, MENA UHNW, Bulge Bracket Private Bank, Zurich

Requirements

Private BankingMENA/GCCDirectorZurich9+ Years Experience

Experience

Wealth ManagementUHNWIHNWI

Responsibilities

Team ManagementInvestingOriginationExecutionClient CoverageNegotiations
  • 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

Managing Director, Relationship Manager, MENA UHNW, Bulge Bracket Private Bank, Zurich

Requirements

Private BankingMENA/GCCManaging DirectorZurich12+ Years Experience

Experience

Wealth ManagementUHNWIHNWI

Responsibilities

Team ManagementExecutionClient Coverage
  • 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

Managing Director/Director, Relationship Manager, UHNW, International Bank, Abu Dhabi

Requirements

Private BankingEMEAManaging DirectorDirectorAbu Dhabi12+ Years Experience

Experience

EMEAWealth ManagementUHNWIHNWIFamily Office

Responsibilities

Team ManagementExecutionOriginationClient CoverageInvesting
  • 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

Director, Relationship Manager, Greece UHNW, Bulge Bracket Private Bank, Geneva

Requirements

Private BankingGreeceDirectorGeneva9-12 Years Experience

Experience

Wealth ManagementStructured ProductsManagementUHNWIHNWIFamily Office

Responsibilities

OriginationExecutionClient CoverageTeam Management
  • 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

Investment Counselor, Greece & Cyprus UHNW Coverage, Bulge Bracket Bank, Madrid

Requirements

Private BankingGreeceDirectorVice PresidentMadrid10+ Years Experience

Experience

FICCAsset ManagementWealth ManagementStructured ProductsFXDerivativesCoverageBondsUHNWIFamily OfficeGreek - Fluent

Responsibilities

PitchingExecutionAnalysisClient Coverage
  • 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

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, Qatar Coverage, Bulge Bracket Private Bank, Dubai

Requirements

Private BankingMENA/GCCDirectorDubai8-15 Years Experience

Experience

Wealth ManagementCoverageHNWIUHNWIFamily Office

Responsibilities

Team ManagementOriginationDue DiligenceClient CoveragePresentationExecution
  • 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

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