Mandates

Managing Director, Senior Relationship Manager, UHNW Israel Coverage, Bulge Bracket Bank, Tel Aviv

Requirements

Private BankingIsraelManaging DirectorTel Aviv10+ Years Experience

Experience

CEEMEAEMEAWealth ManagementSales TradingStructured FinanceLeveraged FinanceLoansUHNWIHNWIFamily OfficeEnglish - Fluent

Responsibilities

PitchingOriginationClient CoverageNegotiations PresentationExecution

Details

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 Tel Aviv 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

Related Mandates

Executive Director, Senior Relationship Manager, Tech Entrepreneur Israel Coverage, Wealth Management, Tel Aviv

Requirements

Private BankingIsraelDirectorTel Aviv8+ Years Experience

Experience

Investment BankingCEEMEAWealth ManagementUHNWITechnologyHNWIFamily Office

Responsibilities

OriginationExecutionPitchingClient Coverage
  • One of our top tier clients is looking to strengthen their Wealth Management coverage team on the ground in Tel Aviv with a particular interest towards candidates with tangible experience and track record in servicing the Tech Entrepreneur community both in Israel as well as Globally with a keen interest and understanding of the sector
  • The successful candidate would be required to primarily deliver a wealth management offering to their client, while acting as a key liaison in delivering the wider platform, from establishing a relationship with the Investment Banking technology team to help expand the clients company operations globally; introducing private investors and collaborators to assist the business in its growth strategy; assisting with cash management solutions via the Corporate Bank for their day to day business needs; while at the same time guiding the business owner and entrepreneur around their private investments and wealth preservation strategy

Director/Vice President, Relationship Manager, Southern Cone Wealth Management Coverage, Bulge Bracket Bank, Geneva

Requirements

Private BankingLATAMDirectorVice PresidentGeneva7+ Years Experience

Experience

Wealth ManagementBusiness Development

Responsibilities

PitchingOriginationInvestingExecutionPresentationClient Coverage
  • Bulge Bracket Bank is looking to add a Relationship Manager for its Southern Cone Coverage Private Banking team out of Geneva, 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

Director/Vice President, Relationship Manager, Andean Wealth Management Coverage, Bulge Bracket Bank, Geneva

Requirements

Private BankingLATAMDirectorVice PresidentGeneva7+ Years Experience

Experience

Wealth ManagementBusiness Development

Responsibilities

PitchingOriginationInvestingExecutionPresentationClient Coverage
  • Bulge Bracket Bank is looking to add a Relationship Manager for its Andean Coverage Private Banking team out of Geneva, 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

Managing Director/Director, Senior Relationship Manager, Mexico Wealth Management Coverage, Bulge Bracket Bank, Geneva

Requirements

Private BankingLATAMManaging DirectorDirectorGeneva10+ Years Experience

Experience

Wealth ManagementBusiness Development

Responsibilities

PitchingClient CoveragePresentationExecutionInvestingOrigination
  • Bulge Bracket Bank is looking to add a Senior Relationship Manager for its Mexico Coverage Private Banking team out of Geneva, 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