Wealth Management

Requirements

Experience

Responsibilities

• Bulge Bracket Bank is looking to add a Wealth Management Professional to their BeNeLux team based in Amsterdam
• Fluency in Dutch is preferable

Requirements

Experience

Responsibilities

• One of our clients, a Bulge Bracket Bank is looking to add a Financial Analyst to their Private Wealth Management team covering the BeNeLux out of Amsterdam
• Fluency in Dutch is preferable

Requirements

Experience

Responsibilities

• Swiss Private Bank looking to add an Assistant Private Banker to their team in London
• Previous experience of working in a similar role in wealth management is preferable
• Candidates will ideally have passed regulatory exams

Requirements

Experience

Responsibilities

• Responsible for identifying potential new clients and work with them to build up relationships with the goal of managing their wealth
• Understand clients’ financial circumstances with a focus on maintaining a strong relationship between UHNW clients and the bank
• Consulting with associates within the bank in respect to the internal organization and the banking framework in Germany

Requirements

Experience

Responsibilities

• One of our top tier clients is looking to strengthen their Wealth Management coverage team on the ground in Tel Aviv with a particular interest towards candidates with tangible experience and track record in servicing the Tech Entrepreneur community both in Israel as well as Globally with a keen interest and understanding of the sector
• The successful candidate would be required to primarily deliver a wealth management offering to their client, while acting as a key liaison in delivering the wider platform, from establishing a relationship with the Investment Banking technology team to help expand the clients company operations globally; introducing private investors and collaborators to assist the business in its growth strategy; assisting with cash management solutions via the Corporate Bank for their day to day business needs; while at the same time guiding the business owner and entrepreneur around their private investments and wealth preservation strategy

Requirements

Experience

Responsibilities

• Bulge Bracket Bank is looking to add a Relationship Manager for its Southern Cone Coverage Private Banking team out of Geneva, with a track record of covering UHNW/HNW clients and/or their Family Offices
• The successful candidate would be required to deliver their relationships to service the client in a wealth management capacity as well as continue to provide full spectrum of product solutions as part of a holistic product offering

Requirements

Experience

Responsibilities

• Bulge Bracket Bank is looking to add a Relationship Manager for its Andean Coverage Private Banking team out of Geneva, with a track record of covering UHNW/HNW clients and/or their Family Offices
• The successful candidate would be required to deliver their relationships to service the client in a wealth management capacity as well as continue to provide full spectrum of product solutions as part of a holistic product offering

Requirements

Experience

Responsibilities

• Bulge Bracket Bank is looking to add a Senior Relationship Manager for its Mexico Coverage Private Banking team out of Geneva, with a track record of covering UHNW/HNW clients and/or their Family Offices
• The successful candidate would be required to deliver their relationships to service the client in a wealth management capacity as well as continue to provide full spectrum of product solutions as part of a holistic product offering