Mandates

Investment Advisor, GCC Wealth Management, Bulge Bracket Bank, Riyadh

Requirements

Private BankingMENA/GCCVice PresidentRiyadh5-8 Years Experience

Experience

Investment BankingCEEMEAResearchInvestment AdvisoryWealth ManagementHNWI

Responsibilities

Client CoverageInvestingPresentation

Details

One of our clients, a leading private banking franchise within a bulge bracket bank, is looking to add an Arabic speaking Investment Advisor to generate and present investment ideas for Saudi clients

No longer available

Related Mandates

Managing Director,​ Team Leader Israel Wealth Management,​ Bulge Bracket Bank, Zurich

Requirements

Private BankingInvestment BankingIsraelCEEMEAManaging DirectorDirectorZurich12+ Years Experience

Experience

Asset ManagementWealth ManagementManagementUHNWIFamily OfficeHNWIHebrew - Fluent

Responsibilities

Team ManagementPitchingOrigination
  • A Bulge Bracket bank with an enviable Wealth Management platform is looking to hire a Team Leader for their Israel franchise to manage a team of Relationship Managers & Investment Advisors out of Zurich while continuing to grow the bank's footprint while closely collaborating with the wider franchise in Tel Aviv as well as globally
  • The successful candidate will come from a Wealth Management, Investment Banking or an Institutional background and have a proven track record of working in a global franchise and successfully managing teams both in key global financial hubs as well as on the ground in Israel​
  • In addition to managerial responsibilities the successful candidate would be required to also deliver wealth management products to their clients, whilst having the fluency in discussing a wider spectrum of solutions including investment banking, lending & structured products to assist clients in their corporate/business affairs as part of a holistic product offering
  • A successful track record of covering Israeli Family Offices, UHNWs and HNW entrepreneurs is key
  • Fluency in Hebrew preferable

CEO Israel Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingInvestment BankingIsraelCEOTel Aviv20+ Years Experience

Experience

Wealth ManagementManagementEnglish - FluentHebrew - Fluent

Responsibilities

Team ManagementClient CoverageExecution
  • One of our Bulge Bracket clients is looking to hire a CEO, Country Head, with the responsibility of managing the platforms operations on the ground in Israel. The platform has been offering local clients services across wealth management, investment banking and asset management since 2007 and remains fully committed to providing the best solutions for their Israeli client base
  • The successful candidate will come from a Wealth Management, Investment Banking or an Institutional background and have a proven track record of working in a global franchise and successfully managing teams both in key global financial hubs as well as on the ground in Israel
  • In addition to managing the overall operations and resources of the platform, the role would require the candidate to drive the bank’s growth strategy across wealth management acting as the key point of contact for key clients and strategic partners
  • A successful track record of covering Israeli Family Offices, UHNWs and HNW entrepreneurs on the ground is key
  • Fluency in Hebrew preferable

Managing Director/Executive Director, Senior Relationship Manager, Tech & Real Estate Entrepreneur China Coverage, Wealth Management, Switzerland

Requirements

Private BankingEuropeAsiaManaging DirectorDirectorZurichGeneva8+ Years Experience

Experience

Wealth ManagementHNWIUHNWITechnologyReal Estate

Responsibilities

Client CoverageNegotiations
  • One of our clients, a European bulge bracket private bank, is looking to add a Senior Relationship Manager at Managing Director or Executive Director level to their China coverage team based in Switzerland
  • The role would require that candidates to have at least 8 years experience covering the tech and real estate sectors within the Chinese market, as the focus for this role is to service China's rapidly growing Tech Entrepreneur and Real Estate Entrepreneur communities
  • The most essential component of the role would be to deliver a wealth management and advisory function to the clientele, though the successful candidate would also need to communicate the client's ambitions to the investment banking technology/real estate team as well as liaise with both private investors and collaborators to promote the growth of the client's business operations globally

Managing Director/Executive Director, Senior Relationship Manager, Tech & Real Estate Entrepreneur China Coverage, Wealth Management, London

Requirements

Private BankingEuropeAsiaManaging DirectorDirectorLondon8+ Years Experience

Experience

Wealth ManagementUHNWIHNWITechnologyReal Estate

Responsibilities

Client CoverageNegotiations
  • One of our clients, a European bulge bracket private bank, is looking to add a Senior Relationship Manager at Managing Director or Executive Director level to their China coverage team based in London
  • The role would require that candidates to have at least 8 years experience covering the tech and real estate sectors within the Chinese market, as the focus for this role is to service China's rapidly growing Tech Entrepreneur and Real Estate Entrepreneur communities
  • The most essential component of the role would be to deliver a wealth management and advisory function to the clientele, though the successful candidate would also need to communicate the client's ambitions to the investment banking technology/real estate team as well as liaise with both private investors and collaborators to promote the growth of the client's business operations globally