Mandates

Senior Relationship Manager, Mexico U/HNW Wealth Management, Bulge Bracket Bank, Zurich/Geneva

Requirements

Private Banking LATAM Managing Director Director Vice President Geneva Zurich 7-15 Years Experience

Experience

Wealth Management Structured Finance Family-Owned Business Financing HNWI UHNWI

Responsibilities

Execution Research Origination Due Diligence Investing Valuation Negotiations Client Coverage Pitching

Details

A tier 1 global Wealth Management Institution is looking to hire a Relationship Manager with a track record of covering UHNW and HNW clients from Mexico, to be based in Zurich or Geneva

Candidates should have experience in a Wealth Management capacity servicing Mexican Resident and/or Resident non-Domiciled private clients

Consultants

Gregory Galanis

Senior Consultant

Rudi Polster

Junior Consultant

Related Mandates

Analyst, Investment Advisory Team, London

Relationship Manager, MENA U/HNWIs, Global Wealth Manager, Switzerland

Requirements

Private Banking MENA/GCC Director Zurich Geneva 8+ Years Experience

Experience

Private Banking EMEA Wealth Management HNWI UHNWI

Responsibilities

Client Coverage Pitching Origination Investing

Assistant Relationship Manager, Wealth Management, Leading Swiss Private Bank, Tel Aviv

Requirements

Private Banking Israel Associate Tel Aviv 3+ Years Experience

Experience

Research Wealth Management HNWI UHNWI

Responsibilities

Client Coverage Presentation Execution

Vice President, Relationship Manager, Israel U/HNWI Coverage, Bulge Bracket Bank, Zurich

Requirements

Private Banking Israel Vice President Zurich 6-10 Years Experience

Experience

Wealth Management UHNWI HNWI

Responsibilities

Client Coverage Due Diligence Pitching Analysis Execution Research