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

Assistant Private Banker, Russia/CIS/CEE Team, Bulge Bracket Investment Bank, Zurich

Requirements

Private BankingEuropeRussia/CISAssociateZurich3-8 Years Experience

Experience

Wealth ManagementUHNWIHNWIFamily OfficeRussian - Fluent

Responsibilities

PresentationExecutionResearchDue DiligenceAnalysis
  • One of our Bulge Bracket clients with a leading Wealth Management franchise, is looking to hire an Assistant Private Banker to work alongside the Russia/CIS/CEE leadership team in Zurich
  • The successful candidate will work directly with the Head of Wealth Management for Russia/CIS/CEE Switzerland helping look after some of the key client accounts of the platform in the region
  • Previous experience of working in a similar role in wealth management is preferable
  • Fluency in Russian is mandatory

Executive Director, Senior Private Banker, MENA Clients, Swiss Private Bank, Manama

Requirements

Private BankingMENA/GCCDirectorManama9-12 Years Experience

Experience

Wealth ManagementUHNWIHNWI

Responsibilities

ExecutionDue DiligenceClient CoverageAnalysisInvestingOrigination
  • A Swiss private bank is looking to onboard an Executive Director to their Manama-based Middle East private banking desk to service UHNW clients within the region
  • Candidates must have a relevant network of UHNW relationships within the MENA region
  • Our client would consider former private bankers now working on the buy side and regional non market pure client relationship officers

Director/Vice President, Relationship Manager, KSA/Qatar Clients, Bulge Bracket Bank, London

Requirements

Private BankingMENA/GCCSaudi ArabiaDirectorVice PresidentLondon9-12 Years Experience

Experience

Wealth Management

Responsibilities

Client CoverageInvestingDue Diligence
  • A European Bulge Bracket Bank is looking to add a Relationship Manager to their London based Middle East private banking desk to cover Saudi Arabian & Qatari clients
  • Candidates must have a relevant network of U/HNW relationships for the highlighted markets. The bank would be open to candidates who have developed those relationships in wealth management or from other parts of the financial services universe

Director/Vice President, Brazil Relationship Manager, Wealth Management, Bulge Bracket Bank, Zurich

Requirements

Private BankingLATAMDirectorVice PresidentZurich7-12 Years Experience

Experience

Investment BankingCorporate BankingFICCEquitiesWealth ManagementFamily-Owned BusinessLeveraged FinanceStructured FinanceLoansBusiness DevelopmentUHNWIHNWIFamily OfficePortuguese - FluentEnglish - Fluent

Responsibilities

Client CoveragePitchingNegotiations Execution
  • Bulge Bracket Bank is looking to hire a Relationship Manager with a track record of covering UHNW and HNW clients from Brazil, to be based in Zurich
  • 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 investment banking products, lending & structured products & guidance on their corporate/business affairs as part of a holistic offering