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

Managing Director/Executive Director, Senior Relationship Manager, Tech & Real Estate Entrepreneur China Coverage, Wealth Management, Switzerland

Requirements

Private BankingEuropeAsiaManaging DirectorDirectorZurichGeneva8+ Years Experience

Experience

Wealth ManagementHNWIUHNWITechnologyReal Estate

Responsibilities

Client CoverageNegotiations
  • One of our clients, a European bulge bracket private bank, is looking to add a Senior Relationship Manager at Managing Director or Executive Director level to their China coverage team based in Switzerland
  • The role would require that candidates to have at least 8 years experience covering the tech and real estate sectors within the Chinese market, as the focus for this role is to service China's rapidly growing Tech Entrepreneur and Real Estate Entrepreneur communities
  • The most essential component of the role would be to deliver a wealth management and advisory function to the clientele, though the successful candidate would also need to communicate the client's ambitions to the investment banking technology/real estate team as well as liaise with both private investors and collaborators to promote the growth of the client's business operations globally

Managing Director/Executive Director, Senior Relationship Manager, Tech & Real Estate Entrepreneur China Coverage, Wealth Management, London

Requirements

Private BankingEuropeAsiaManaging DirectorDirectorLondon8+ Years Experience

Experience

Wealth ManagementUHNWIHNWITechnologyReal Estate

Responsibilities

Client CoverageNegotiations
  • One of our clients, a European bulge bracket private bank, is looking to add a Senior Relationship Manager at Managing Director or Executive Director level to their China coverage team based in London
  • The role would require that candidates to have at least 8 years experience covering the tech and real estate sectors within the Chinese market, as the focus for this role is to service China's rapidly growing Tech Entrepreneur and Real Estate Entrepreneur communities
  • The most essential component of the role would be to deliver a wealth management and advisory function to the clientele, though the successful candidate would also need to communicate the client's ambitions to the investment banking technology/real estate team as well as liaise with both private investors and collaborators to promote the growth of the client's business operations globally

Managing Director/Director, Senior Relationship Manager, MENA Non-KSA Coverage, Bulge Bracket Bank, Zurich/Geneva

Requirements

Private BankingMENA/GCCManaging DirectorDirectorZurichGeneva8+ Years Experience

Experience

Wealth ManagementUHNWIHNWI

Responsibilities

Client Coverage
  • A bulge bracket private bank is looking to add a Senior Relationship Manager to their Swiss team, either based in Zurich or Geneva
  • The role would entail covering clients within the MENA region, excluding Saudi Arabia
  • Candidates will need to have an existing strong network within the region