Mandates

Investment Advisor, Israel UHNWI, Swiss Private Bank, Tel Aviv

Requirements

Private BankingIsraelVice PresidentTel Aviv3-6 Years Experience

Experience

Private BankingEquitiesFICCAsset ManagementWealth ManagementInvestment AdvisoryStructuringStructured FinanceStructured ProductsUHNWIHNWITechnologyEnglish - FluentHebrew - Fluent

Responsibilities

ResearchPitchingInvestingDue DiligenceExecutionAnalysisClient Coverage

Details

A leading Swiss Private Bank is looking to hire an Investment Advisor to their team on the ground in Tel Aviv to work alongside a Senior Relationship Manager assisting in covering U/HNW clients and Family Offices within the region with a particular focus on the technology space

There is a preference towards candidates with proven cross-asset investment experience servicing Israeli clients as well as Jewish diaspora wider; ability to work under pressure and a true drive to go above and beyond to provide the best level of service to their clients

Ability to easily build relationships with existing clients as well as desire to engage with new potential targets

Fluency in Hebrew is mandatory

ISA licence preferable

Related Mandates

Vice President, Credit Officer, Risk Management, International Private Bank, Geneva 

Requirements

Private BankingEMEAVice PresidentGeneva7+ Years Experience

Experience

Wealth Management

Responsibilities

AnalysisModellingDue DiligencePresentation
  • The candidate must manage and monitor a sub-portfolio of counterparty names within the EMEA region
  • It is important to work closely with the front office's Lending team and Client Advisors and support the growth of Wealth Management's lending book
  • Transparent communication of decision-making including risk analysis & approval conditions Candidates should bring assigned credit authority and portfolio responsibility, or similar experience in a front office role
  • The candidate must have at least 7 years experience as a credit officer    

Vice President, Investment Advisor, MENA UHNW, Bulge Bracket Private Bank, Zurich

Requirements

Private BankingMENA/GCCVice PresidentZurich6+ Years Experience

Experience

Wealth ManagementStructured ProductsSecuritiesFixed IncomeEquityCommoditiesCapital MarketsUHNWIHNWI

Responsibilities

InvestingOriginationDue DiligenceValuationExecutionAnalysisPresentationResearch
  • A bulge bracket private bank is looking to hire an Investment Advisor to their MENA Wealth Management desk in Zurich to fortify their presence in the region
  • Candidates should arrive from a top financial institution having worked on a MENA coverage desk
  • Our client will consider those currently in similar Investment Advisory roles servicing UHNW clients

Director, Relationship Manager, MENA UHNW, Bulge Bracket Private Bank, Zurich

Requirements

Private BankingMENA/GCCDirectorZurich9+ Years Experience

Experience

Wealth ManagementUHNWIHNWI

Responsibilities

Team ManagementInvestingOriginationExecutionClient CoverageNegotiations
  • A bulge bracket private bank is looking to hire a Relationship Manager at Director level to their office in Zurich to cover their regional UHNW clients based in MENA
  • Our client will consider those who have a proven client track record and existing network of UHNWIs within the region

Managing Director, Relationship Manager, MENA UHNW, Bulge Bracket Private Bank, Zurich

Requirements

Private BankingMENA/GCCManaging DirectorZurich12+ Years Experience

Experience

Wealth ManagementUHNWIHNWI

Responsibilities

Team ManagementExecutionClient Coverage
  • A leading bulge bracket bank with an enviable international private banking franchise is looking to hire a Managing Director-level Relationship Manager to their MENA coverage desk in Zurich to strengthen their presence in the region
  • Candidates should arrive from premier financial institutions having worked on a MENA coverage desk servicing UHNW clients
  • Our client will consider those who have a proven client track record and existing network of UHNWIs within the region