Mandates

Market Head, Greece Wealth Management, Swiss Private Bank, Athens

Requirements

Private BankingGreeceManaging DirectorDirectorAthens15+ Years Experience

Experience

Wealth ManagementCoverageBusiness DevelopmentInvestment Advisory

Responsibilities

PitchingTeam ManagementClient CoverageNegotiations

Details

A leading Swiss private bank with an outstanding portfolio of international assets is looking to hire a senior relationship manager for an outpost the Swiss bank is planning to open in Athens to expand their Greek franchise while continuing to grow the bank's footprint and closely collaborating with the wider franchise globally

The successful candidate will come from a Private Bank, External Asset Manager, Family Office, or an Institutional background and have a proven track record of working in a leading franchise

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

A successful track record of covering Greek Family Offices, UHNWs and HNW entrepreneurs is key

Related Mandates

Director/Vice President, Relationship Manager, Spain UHNW/HNW, Global Tier 1 Wealth Manager, Switzerland

Requirements

Private BankingEuropeDirectorVice PresidentZurichGeneva8-12 Years Experience

Experience

Wealth Management

Responsibilities

Team ManagementOriginationClient CoverageNegotiations
  • A tier 1 institution with a leading Global Family Office, Ultra and HNW franchise is looking to add a Relationship Manager covering Spanish clients at either Director or Vice President level in Geneva or Zurich
  • Our client will consider candidates arriving from premier international institutions with strong track records of originating and developing Ultra / HNW business
  • Candidates should have experience in a Wealth Management capacity servicing Spanish Resident and/or Resident non-Domiciled private clients

Relationship Manager, Western European Francophone U/HNW Wealth Management, Swiss Private Bank, London/Switzerland

Requirements

Private BankingUKEuropeEMEAManaging DirectorDirectorVice PresidentLondonZurichGeneva8+ Years Experience

Experience

Wealth ManagementUHNWIHNWIFamily OfficeEnglish - FluentFrench - Fluent

Responsibilities

Team ManagementDue DiligenceClient CoveragePresentationPitchingOrigination
  • A top Wealth Management platform is looking to hire Relationship Managers to build out their Wealth Management offering to Western European Francophone U/HNW clients
  • Our client will consider candidates from top tier Private Banking institutions, with a proven client track record and a strong base of Western European Francophone U/HNW clients
  • Should the above opportunity be of interest, please do apply via the link or alternatively feel free to reach out to Yiannis and Lleyton via mandates@deltaexec.com

Director, Relationship Manager, MENA Coverage, Wealth Management, Bulge Bracket Private Bank, London

Requirements

Private BankingMENA/GCCDirectorLondon8-15 Years Experience

Experience

Private BankingWealth ManagementCoverageUHNWIHNWIFamily Office

Responsibilities

Team ManagementInvestingOriginationClient CoverageExecutionNegotiations
  • A bulge bracket private bank is looking to hire a Relationship Manager at Director level to their office in London to cover their regional UHNW/HNW clients based in MENA
  • Our client will consider those who have a proven client track record and existing network of UHNWI/HNWIs within the region

Executive Director/Director, Relationship Manager, UK International HNW, Global Tier 1 Wealth Manager, Switzerland

Requirements

Private BankingUKEuropeDirectorVice 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