Executive Search
Wealth Management
Latest Mandates
Director/Vice President, Relationship Manager, UK International UHNW, Global Tier 1 Wealth Manager, Switzerland
Requirements
Experience
Wealth ManagementManagementUHNWIHNWIFamily OfficeResponsibilities
OriginationExecutionClient Coverage- A tier 1 institution with a leading Global Family Office, Ultra and High Net Worth franchise is looking to augment their UK International Wealth desk by hiring a Relationship Manager at either Director or Vice President level in Zurich or Geneva
- Our client will consider candidates arriving from premier international institutions with strong track records of originating and developing Ultra High Net Worth business
- Minimum of 6 years' experience servicing UK private clients is required to be considered for a Vice President position, and a those with significantly more relevant experience may be considered for a Director-level seat
- Should the above opportunity be of interest, please get in touch with Keir via mandates@deltaexec.com
Director/Vice President, Relationship Manager, UK UHNW, Global Tier 1 Wealth Manager, London
Requirements
Experience
Wealth ManagementManagementInvestment AdvisoryUHNWIHNWIFamily OfficeResponsibilities
OriginationExecutionClient Coverage- A global tier 1 Wealth Management institution with a leading UK and International Family Office, Ultra and High Net Worth franchise is looking to augment their UK Wealth Management desk with multiple Relationship Manager hires at Director and Vice President level
- 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 8 years experience in a Wealth Management capacity servicing UK Resident and/or Resident non-Domiciled private clients
Managing Director/Director, Relationship Manager, UK UHNW, Bulge Bracket Private Bank, Switzerland
Requirements
Experience
EMEAMENA/GCCUSAsiaWealth ManagementUHNWIHNWIResponsibilities
Team ManagementOriginationExecutionClient Coverage- A bulge bracket private bank is looking to hire a Managing Director or Director Relationship Manager Hunter to augment their UK UHNW desks in Zurich and Geneva
- Candidates should arrive from a top tier private banking institution, with a minimum of 11 years experience as a Relationship Manager with a proven client track record and an existing book of UHNW clients
Managing Director/Director, Relationship Manager, UK RnD UHNW, Bulge Bracket Wealth Manager, London
Requirements
Experience
EMEAMENA/GCCUSAsiaWealth ManagementUHNWIHNWIResponsibilities
Team ManagementOriginationExecutionClient Coverage- A Bulge Bracket Wealth Manager is looking to hire a Relationship Manager Hunter to augment their UK Resident non-Domiciled UHNW desk in London
- Candidates should arrive from a top tier private banking institution, with a minimum of 11 years experience as a Relationship Manager with a proven client track record and an existing book of UHNW clients
Vice President, Credit Officer, Risk Management, International Private Bank, Geneva
Requirements
Experience
Wealth ManagementResponsibilities
AnalysisModellingDue DiligencePresentation- The candidate must manage and monitor a sub-portfolio of counterparty names within the EMEA region
- It is important to work closely with the front office's Lending team and Client Advisors and support the growth of Wealth Management's lending book
- Transparent communication of decision-making including risk analysis & approval conditions Candidates should bring assigned credit authority and portfolio responsibility, or similar experience in a front office role
- The candidate must have at least 7 years experience as a credit officer
Vice President, Investment Advisor, MENA UHNW, Bulge Bracket Private Bank, Zurich
Requirements
Experience
Wealth ManagementStructured ProductsSecuritiesFixed IncomeEquityCommoditiesCapital MarketsUHNWIHNWIResponsibilities
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
Experience
Wealth ManagementUHNWIHNWIResponsibilities
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
Experience
Wealth ManagementUHNWIHNWIResponsibilities
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
