Executive Search

Wealth Management

Latest Mandates

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

Managing Director/Director, Senior LATAM Relationship Manager, US Bulge Bracket Bank, Geneva/Zurich

Requirements

Private BankingLATAMManaging DirectorDirectorZurichGeneva10+ Years Experience

Experience

Wealth ManagementAdvisoryBusiness DevelopmentCoverageSales

Responsibilities

Client CoverageAnalysisPresentationExecutionValuationDue DiligenceInvestingOriginationNegotiations ModellingResearchPitching
  • An American Bulge Bracket Bank is looking to add a Managing Director/Director to join their LATAM Private Wealth Management division in Geneva/Zurich
  • Considering senior candidates with U/HNW connectivity within the Andean Pact, Brazil, Mexico or Southern Cone regions

Vice President, Farmer Relationship Manager, Russia & CIS Wealth Management, Traditional Private Bank, London

Requirements

Private BankingRussia/CISVice PresidentLondon6+ Years Experience

Experience

CEEMEAWealth ManagementUHNWIHNWIFamily OfficeRussian - Fluent

Responsibilities

PitchingOriginationClient CoverageExecutionDue DiligenceNegotiations
  • Swiss Private Bank is looking to strengthen their Russia/CIS Private Banking business by hiring a Farmer Relationship Manager in London to help manage and build an existing book
  • The successful candidate will primarily be responsible for managing the existing book of relationships, advising clients around their investment strategy and liaising with other team members to optimise client coverage. The ideal candidate will be encouraged to also build up a personal book of clients over time as well as participate in growing existing wallet share of the team

Analyst, Wealth Management Professional, BeNeLux Coverage, Amsterdam

Requirements

Private BankingEuropeAnalystAmsterdam1-3 Years Experience

Experience

Wealth ManagementHNWIUHNWIDutch - Native

Responsibilities

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

Financial Analyst, Benelux Coverage, Bulge Bracket Bank, Amsterdam

Requirements

Private BankingEuropeAssociateAnalystAmsterdam3-5 Years Experience

Experience

Wealth ManagementUHNWIHNWIFamily OfficeDutch - Native

Responsibilities

Client CoverageAnalysisPresentationExecution
  • 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

Vice President, Relationship Manager, UHNW Germany Coverage, Leading Turkish Bank, Frankfurt

Requirements

Private BankingEuropeTurkeyVice PresidentFrankfurt5-10 Years Experience

Experience

Wealth ManagementSalesLoansCoverageStructured ProductsUHNWIHNWIFamily OfficeTurkish - FluentGerman - FluentEnglish - Fluent

Responsibilities

PitchingOriginationPresentationClient CoverageNegotiations Execution
  • 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

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