Mandates

Relationship Manager, Qatar Coverage, Swiss Bulge Bracket Bank, Doha

Requirements

Private BankingMENA/GCCDirectorVice PresidentDoha7-12 Years Experience

Experience

Investment BankingWealth ManagementCoverageUHNWIHNWIFamily Office

Responsibilities

PitchingTeam ManagementOriginationInvestingDue DiligenceExecutionPresentationClient Coverage

Details

Swiss Bulge Bracket Bank looking to add a Director/Vice President to their Qatar coverage team based in Doha

A preference towards candidates with a traditional private banking background, with UHNW/HNW connectivity in Qatar

No longer available

Related Mandates

Director, Relationship Manager, UHNW Israel Coverage, Bulge Bracket Bank, Zurich

Requirements

Private BankingIsraelDirectorZurich8+ Years Experience

Experience

CEEMEAEMEAWealth ManagementStructured FinanceLoansSales TradingUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

PitchingPresentationExecutionClient CoverageNegotiations
  • One of the largest Private Banking platforms is looking to hire a Relationship Manager with a track record of covering Israeli UHNWs and HNW entrepreneurs, to be based in Zurich
  • Candidates from lateral backgrounds such as asset management, investment banking and financing with a transferable client base from which they can onboard assets will also be considered

Senior Relationship Manager, UHNW Israel Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingIsraelDirectorTel Aviv10+ Years Experience

Experience

CEEMEAEMEAWealth ManagementSales TradingStructured FinanceLeveraged FinanceLoansUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

PitchingOriginationClient CoverageNegotiations PresentationExecution
  • Bulge Bracket Bank with an enviable wealth management platform is looking to strengthen their Israel Private Banking business by hiring a Senior Relationship Manager on the ground in Tel Aviv with proven connectivity with UHNW/HNW clients and/or their Family Offices
  • The successful candidate would be required to primarily deliver wealth management products to their clients, but at the same time have fluency in discussing a wider spectrum of solutions including investment banking, lending & structured products to assist the UBO in their corporate/business affairs as part of a holistic offering

Director/Vice President, Investment Advisor, Israeli Client Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingAsset ManagementIsraelDirectorVice PresidentTel Aviv6-10 Years Experience

Experience

CEEMEAWealth ManagementInvestment AdvisoryStructured FinanceSales TradingDerivativesTradingUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

InvestingClient CoveragePresentation
  • Bulge Bracket Private Bank is looking to add a Hebrew-speaking Investment Advisor to their team in Tel Aviv to cover U/HNW clients and Family Offices
  • There is a preference towards candidates with prior cross-asset markets experience, structured finance and/or derivatives sales experience as well as a good understanding of portfolio management both private and public
  • Opportunity for direct responsibility over a sizeable portfolio with a view of maximising return on investment
  • ISA license is a compulsory

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

Requirements

Private BankingGreeceManaging DirectorDirectorAthens15+ Years Experience

Experience

Wealth ManagementCoverageBusiness DevelopmentInvestment Advisory

Responsibilities

PitchingTeam ManagementClient CoverageNegotiations
  • 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