Mandates

Senior Relationship Manager, UHNW Individuals Coverage, Zurich

Requirements

Private BankingEuropeManaging DirectorZurich10-15 Years Experience

Experience

Investment BankingRussia/CISUHNWI

Responsibilities

Client CoverageInvestingAnalysis

Details

A bulge bracket financial services firm with strong wealth management operations globally is looking to add a senior relationship manager to develop and manage relationships with UHNW private clients, providing cross product assistance

No longer available

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 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
  • 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