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

Details

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


No longer available