Executive Search
Wealth Management
Latest Mandates
Senior Investment Advisor, Israeli Client Coverage, Bulge Bracket Bank, Tel Aviv
Requirements
Experience
CEEMEAWealth ManagementInvestment AdvisoryStructured FinanceStructured ProductsSales TradingDerivativesTradingUHNWIHNWIFamily OfficeHebrew - FluentResponsibilities
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
Experience
Investment AdvisoryManagementWealth ManagementBusiness DevelopmentResponsibilities
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
Experience
Wealth ManagementCoverageResponsibilities
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
Experience
Wealth ManagementCoverageResponsibilities
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
Experience
Wealth ManagementManagementResponsibilities
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
Experience
CEEMEAEMEAWealth ManagementStructured FinanceLoansSales TradingUHNWIHNWIFamily OfficeEnglish - FluentResponsibilities
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
Experience
Wealth ManagementSales TradingStructured FinanceLoansLeveraged FinanceUHNWIHNWIFamily OfficeEnglish - FluentResponsibilities
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
Experience
Private BankingSaudi ArabiaWealth ManagementUHNWIHNWIResponsibilities
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
