Mandates

Senior Female Relationship Manager, Business Development, Israeli Family Office, Tel Aviv

Requirements

Private BankingIsraelDirectorTel Aviv10+ Years Experience

Experience

CEEMEAWealth ManagementInvestment AdvisoryUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

PitchingOriginationClient CoveragePresentation

Details

An Israeli family office is looking to add a Senior Female Relationship Manager to their team in Tel Aviv, with 10+ years of experience and proven connectivity with Israeli UHNW/HNW clients and next generation of entrepreneurs

The successful candidate would be required to build and manage client relationships, deliver wealth management products, navigate and plan liquidity events, assist in long-term investments to preserve and build assets over time and across generations

Fluency in Hebrew is preferred

Related Mandates

Relationship Manager, Greece & Cyprus, Wealth Management, Bulge Bracket Bank, Zurich/Geneva

Requirements

Private BankingGreeceDirectorZurichGeneva10+ Years Experience

Experience

CEEMEAEMEAWealth ManagementStructured FinanceLoansUHNWIHNWIFamily Office

Responsibilities

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

Director, Relationship Manager, Egypt Coverage, Wealth Management, European Bulge Bracket Bank Dubai/Geneva

Requirements

Private BankingMENA/GCCDirectorVice PresidentDubaiGeneva8+ Years Experience

Experience

Investment BankingCEEMEAWealth ManagementManagementUHNWIHNWIFamily Office

Responsibilities

OriginationClient CoverageTeam Management
  • European Bulge Bracket Bank with a strong Wealth Management franchise is looking to hire a Relationship Manager to cover the Egyptian market based in either Dubai or Geneva
  • 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

Relationship Manager, Russia/CIS Wealth Management Coverage, Bulge Bracket Bank, Luxembourg

Requirements

Private BankingRussia/CISVice PresidentDirectorLuxembourg6-15 Years Experience

Experience

CEEMEAWealth ManagementUHNWIHNWIFamily OfficeRussian - Fluent

Responsibilities

OriginationExecutionPresentationClient CoverageNegotiations Pitching
  • Bulge Bracket Bank is looking to add a Relationship Manager for its Russia/CIS Coverage Private Banking team out of Luxembourg, with a track record of covering UHNW/HNW clients and/or their Family Offices
  • The successful candidate would be required to deliver their relationships to service the client in a wealth management capacity as well as continue to provide full spectrum of product solutions as part of a holistic product offering
  • Fluency in Russian is preferable

Senior Relationship Manager, UHNW Israel Coverage, Bulge Bracket Bank, London

Requirements

Private BankingIsraelDirectorLondon8+ Years Experience

Experience

CEEMEAEMEAWealth ManagementSales TradingStructured FinanceLeveraged FinanceLoansUHNWIHNWIFamily OfficeHebrew - FluentEnglish - Fluent

Responsibilities

PitchingOriginationExecutionPresentationNegotiations Client Coverage
  • 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 London 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