Mandates

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

Requirements

Private BankingAsset ManagementIsraelDirectorVice PresidentTel Aviv8-14 Years Experience

Experience

CEEMEAWealth ManagementInvestment AdvisoryStructured FinanceStructured ProductsSales TradingDerivativesTradingUHNWIHNWIFamily OfficeHebrew - Fluent

Responsibilities

InvestingClient CoveragePresentation

Details

Bulge Bracket Private Bank is looking to add a Hebrew-speaking Senior 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

Related Mandates

Cluster Head, Egypt Coverage, Private Banking, Bulge Bracket Bank, Geneva

Requirements

Private BankingMENA/GCCManaging DirectorDirectorGeneva8-15 Years Experience

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
  • An American Bulge Bracket Bank is looking to add a Managing Director/Director to join their LATAM Private Wealth Management division in Geneva/Zurich
  • 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