Senior Banker, Wealth Management, Israel UHNW Coverage, Bulge Bracket Bank, Zurich

Mandate Status: 
Active
Mandate Code: 
UZZ005/3/11
- Bulge bracket bank with a strong wealth management franchise is looking to strengthen their client coverage capabilities out of Zurich
- Looking to hire a Senior Relationship Manager responsible for initiating and managing relationships with UHNW individuals and family offices who have close ties with the Israeli market
- Particular interest in experienced candidates with direct client access and proven participation in wealth creation scenarios through Investment Banking, Financing and Private Equity deal experience

Requirements: 

  • At least 8 years of experience in private banking as well as investment banking, financing or private equity in a client facing capacity
  • High level of connectivity with Israeli UHNWIs and family offices and a demonstrable track record of originating business from such individuals/family groups
  • Ability to originate transactions that can be executed across either the private bank or the investment bank, discussing the breadth of the platform’s product offering with fluency
  • A comfort level with the concept of originating assets from an existing client base who have not previously been serviced in such a manner is key
  • Fluency in Hebrew would be beneficial

Responsibilities: 

  • Origination of net new assets for the platform from a regional client base brought in by the candidate
  • Sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products
  • Generate bespoke investment solutions and advise family office and UHNW clients
  • Effectively collaborate with senior members of the Private Banking department to fully utilise key relationships and build new client base through a Multi-Asset Strategy based approach to investment management
  • Closely cooperate with compliance division and ensure that all processes and standards are met and accurate
  • Keep up-to-date knowledge of economic / market trends and be able to identify the key change triggers
  • Maintain a strong relationship with clients to ensure service satisfaction and meet ongoing requirements
  • Conduct regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries

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