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

Related Mandates

Director/Vice President, Relationship Manager, UK International UHNW, Global Tier 1 Wealth Manager, Switzerland

Requirements

Private BankingEuropeDirectorVice PresidentZurichGeneva6-12 Years Experience

Experience

Wealth ManagementManagementUHNWIHNWIFamily Office

Responsibilities

OriginationExecutionClient Coverage
  • A tier 1 institution with a leading Global Family Office, Ultra and High Net Worth franchise is looking to augment their UK International Wealth desk by hiring a Relationship Manager at either Director or Vice President level in Zurich or Geneva
  • Our client will consider candidates arriving from premier international institutions with strong track records of originating and developing Ultra High Net Worth business
  • Minimum of 6 years' experience servicing UK private clients is required to be considered for a Vice President position, and a those with significantly more relevant experience may be considered for a Director-level seat
  • Should the above opportunity be of interest, please get in touch with Keir via mandates@deltaexec.com

Executive Director/Director, Relationship Manager, UK UHNW, Global Tier 1 Wealth Manager, London

Requirements

Private BankingEuropeDirectorVice PresidentLondon8+ Years Experience

Experience

Wealth ManagementManagementInvestment AdvisoryUHNWIHNWIFamily Office

Responsibilities

OriginationExecutionClient Coverage
  • A global tier 1 Wealth Management institution with a leading UK and International Family Office, Ultra and High Net Worth franchise is looking to augment their UK Wealth Management desk with multiple Relationship Manager hires at Executive Director and Director level
  • Our client will consider candidates arriving from premier international institutions with strong track records of originating and developing Ultra / HNW business
  • Candidates should have a minimum of 8 years experience in a Wealth Management capacity servicing UK Resident Domiciled and/or Resident non-Domiciled private clients

Senior Investment Manager, Real Estate Finance & Investments, Giga-Project Real Estate Developer, Riyadh

Requirements

Investment BankingPrivate BankingAsset ManagementSaudi ArabiaVice PresidentRiyadh6-10 Years Experience

Experience

CoverageReal Estate

Responsibilities

Due DiligenceAnalysisResearchTeam ManagementModellingInvestingExecution
  • A Giga-Project Real Estate Developer is looking to add a Senior Investment Manager to join their Real Estate Finance & Investments team, based in Riyadh
  • The successful candidate will have to  support the Finance and Investments team through financial analysis, research, due diligence and asset monitoring functions. They will report directly into  the Investment Director
  • The role also involves managing ownership documentation including debt and venture agreements to ensure compliance and covenants and terms
  • In addition, the candidate must assist the investment team with transactions related activities such as exits/dispositions, major lease analysis and recapitalizations
  • The client is looking for a candidate with 6 - 10 years of relevant experience in commercial real estate analysis at the asset level, either in investment banking, direct lending, or private equity

Managing Director/Director, Relationship Manager, UK UHNW, Bulge Bracket Private Bank, Switzerland

Requirements

Private BankingEuropeManaging DirectorDirectorZurich11+ Years Experience

Experience

EMEAMENA/GCCUSAsiaWealth ManagementUHNWIHNWI

Responsibilities

Team ManagementOriginationExecutionClient Coverage
  • A bulge bracket private bank is looking to hire a Managing Director or Director Relationship Manager Hunter to augment their UK UHNW desks in Zurich and Geneva
  • Candidates should arrive from a top tier private banking institution, with a minimum of 11 years experience as a Relationship Manager with a proven client track record and an existing book of UHNW clients