Executive Search

Wealth Management

Latest Mandates

Senior Investment Advisor, Israeli Client Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingAsset ManagementIsraelDirectorVice PresidentTel Aviv8-14 Years Experience

Experience

CEEMEAWealth ManagementInvestment AdvisoryStructured FinanceStructured ProductsSales TradingDerivativesTradingUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

InvestingClient CoveragePresentation
  • Bulge Bracket Private Bank is looking to add a Hebrew-speaking Senior Investment Advisor to their team in Tel Aviv to cover U/HNW clients and Family Offices
  • There is a preference towards candidates with prior cross-asset markets experience, structured finance and/or derivatives sales experience as well as a good understanding of portfolio management both private and public
  • Opportunity for direct responsibility over a sizeable portfolio with a view of maximising return on investment

Head of Representative Office, Global Private Bank, Abu Dhabi

Requirements

Private BankingMENA/GCCManaging DirectorAbu Dhabi12-20 Years Experience

Experience

Investment AdvisoryManagementWealth ManagementBusiness Development

Responsibilities

AnalysisClient CoverageTeam ManagementPresentationPitchingNegotiations
  • Global Private Bank looking for a Senior Private Banker to join and head up their Abu Dhabi representative office
  • Candidates will have experience managing successful teams and the desire to continue in a client coverage role

Relationship Manager, South Africa, Wealth Management, Global Private Bank, Johannesburg

Requirements

Private BankingSouth AfricaDirectorVice PresidentJohannesburg7-12 Years Experience

Experience

Wealth ManagementCoverage

Responsibilities

ResearchOriginationInvestingClient CoveragePresentation
  • Global private bank is looking to hire a Relationship Manager to join their Johannesburg team
  • Candidates should have a strong network of U/HNWIs gained in either a similar position or other client-focused financial services role

Relationship Manager, Africa, Wealth Management, Global Private Bank, London

Requirements

Private BankingSub-Saharan AfricaVice PresidentLondon7-12 Years Experience

Experience

Wealth ManagementCoverage

Responsibilities

ResearchOriginationInvestingPresentationClient Coverage
  • Global private bank is looking to hire a Relationship Manager to join the African private banking franchise in London
  • A preference towards candidates with 7+ years of experience in private banking, extensive connectivity in the region and an existing book of clients

Desk Head, MENA Wealth Management, Global Private Bank, Zurich

Requirements

Private BankingMENA/GCCDirectorManaging DirectorZurich10-15 Years Experience

Experience

Wealth ManagementManagement

Responsibilities

Client CoverageTeam ManagementAnalysis
  • Global private bank seeking a Desk Head to join and manage their MENA Private Banking team in Zurich
  • Candidate should have substantial relationship management experience and a track record in leading teams

Director, Relationship Manager, UHNW Israel Coverage, Bulge Bracket Bank, Zurich

Requirements

Private BankingIsraelDirectorZurich8+ Years Experience

Experience

CEEMEAEMEAWealth ManagementStructured FinanceLoansSales TradingUHNWIHNWIFamily OfficeEnglish - Fluent

Responsibilities

PitchingPresentationExecutionClient CoverageNegotiations
  • One of the largest Private Banking platforms is looking to hire a Relationship Manager with a track record of covering Israeli UHNWs and HNW entrepreneurs, to be based in Zurich
  • Candidates from lateral backgrounds such as asset management, investment banking and financing with a transferable client base from which they can onboard assets will also be considered

Director, Relationship Manager, UHNW Israel Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingIsraelDirectorTel Aviv8+ Years Experience

Experience

Wealth ManagementSales TradingStructured FinanceLoansLeveraged FinanceUHNWIHNWIFamily OfficeEnglish - Fluent

Responsibilities

PitchingOriginationPresentationClient CoverageNegotiations Execution
  • Bulge Bracket Bank with an enviable wealth management platform is looking to strengthen their Israel Private Banking business by hiring a Senior Relationship Manager on the ground in Tel Aviv with proven connectivity with UHNW/HNW clients and/or their Family Offices
  • The successful candidate would be required to primarily deliver wealth management products to their clients, but at the same time have fluency in discussing a wider spectrum of solutions including investment banking, lending & structured products to assist the UBO in their corporate/business affairs as part of a holistic offering

Managing Director, Senior Relationship Manager, MENA/GCC Wealth Management Coverage, European Bulge Bracket Bank, Geneva/Dubai

Requirements

Private BankingMENA/GCCManaging DirectorDubaiGeneva10+ Years Experience

Experience

Private BankingSaudi ArabiaWealth ManagementUHNWIHNWI

Responsibilities

PitchingOriginationTeam ManagementDue DiligenceExecutionClient Coverage
  • European Bulge Bracket Bank is looking to add a Managing Director, Senior Relationship Manager to their team based in Geneva/Dubai with a track record of covering UHNWIs, HNWI’s and Family Office clients across the MENA/GCC region
  • The successful candidate would be required to primarily deliver Wealth Management products to their clients, whilst also fluently discussing a wider spectrum of solutions including Investment Banking, Lending & Structured products to assist the UBO in their corporate/business affairs as part of a holistic offering

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