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

No longer available

Related Mandates

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Requirements

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Experience

Investment BankingWealth ManagementCoverageUHNWIFamily OfficeHNWI

Responsibilities

Client CoverageTeam ManagementOriginationExecution
  • A Bulge Bracket Bank is looking for a Cluster Head to join and manage their Egypt Private Banking team based out of Geneva
  • Candidates must have an existing book of clients which they could bring in addition to experience managing a team of Private Banking professionals

Managing Director/Director, Senior LATAM Relationship Manager, US Bulge Bracket Bank, Geneva/Zurich

Requirements

Private BankingLATAMManaging DirectorDirectorZurichGeneva10+ Years Experience

Experience

Wealth ManagementAdvisoryBusiness DevelopmentCoverageSales

Responsibilities

Client CoverageAnalysisPresentationExecutionValuationDue DiligenceInvestingOriginationNegotiations ModellingResearchPitching
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  • Considering senior candidates with U/HNW connectivity within the Andean Pact, Brazil, Mexico or Southern Cone regions

Vice President, Farmer Relationship Manager, Russia & CIS Wealth Management, Traditional Private Bank, London

Requirements

Private BankingRussia/CISVice PresidentLondon6+ Years Experience

Experience

CEEMEAWealth ManagementUHNWIHNWIFamily OfficeRussian - Fluent

Responsibilities

PitchingOriginationClient CoverageExecutionDue DiligenceNegotiations
  • Swiss Private Bank is looking to strengthen their Russia/CIS Private Banking business by hiring a Farmer Relationship Manager in London to help manage and build an existing book
  • The successful candidate will primarily be responsible for managing the existing book of relationships, advising clients around their investment strategy and liaising with other team members to optimise client coverage. The ideal candidate will be encouraged to also build up a personal book of clients over time as well as participate in growing existing wallet share of the team