Through our exclusive partner Norman Alex, we offer international Executive Search consultancy for our clients in the Wealth Management industry.
Our global reach ensures that we find the right executive for each assignment, wherever he or she may be.
We work on local and international assignments and we have gained significant experience in performing searches from expert roles to C-level mandates.
CHIEF EXECUTIVE OFFICER
Our client is an entrepreneurial international financial services group. They are in the process of establishing a digital private banking platform in Luxembourg focused on mass affluent clients in the European Union. The platform will use cutting edge Fintech and artificial intelligence solutions to offer a sophisticated and streamlined service to its clients.
They are looking to recruit a CEO to lead the project and quickly roll out the platform in key Continental European markets. The person should have a strong track record at the Board level within the banking sector and strong experience in the fintech sector. Experience of dealing with the regulators in Frankfurt and Luxembourg is essential. The person needs to have had exposure to several different markets in Europe and ideally speak several languages.
PRIVATE BANKER/BUSINESS DEVELOPER M&A
Our client is a prestigious and renowned player in the private banking / investment banking sector.
Candidate profile: experience between five and seven years as a hunter/business developer in Wealth Management or Corporate Banking).
HEAD OF ADVISORY
Our client is an International Financial player.
You will be responsible in generating Investment ideas and themes, in participating in the Strategy and Investment Committees. You will be also directly involved in expanding investment expertise and offering as well as reviewing product offering and investment solutions and adapt if necessary, for market specific needs.
SENIOR PRIVATE BANKER – FAMILY OFFICES
Our client is a highly successful multi-family office focused on advising sophisticated international families with assets of over $100m, although their average account size is significantly higher. Their focus is on offering tailor-made investment advice and access to direct private equity investments and club deals rather than traditional discretionary management. They also offer family office services such as account consolidation and overview, estate planning and family governance advice.
The ideal candidate will probably be working in a major private bank covering the ultra high net worth or family office segment. They should be familiar with the function of “trusted advisor” and motivated by a move to a highly entrepreneurial company offering the possibility of becoming a shareholder. The position could be based in London, Geneva or Singapore.
PRIVATE EQUITY ANALYST – SOUTH FLORIDA
Our client is a placement advisory firm working with mid-market US and Latin American private equity funds. They have an outstanding track record and an established client base of leading financial institutions worldwide.
They’re looking to recruit an Associate with about 5 years’ experience to perform detailed due diligence work on the funds and also to market the selected funds to existing and new investors.
SENIOR EQUITY PORTFOLIO MANAGER
As a member of the Global Investment Committee, your responsibilities will include managing the European equity investments of the portfolio, contributing to the constant improvement of the investment processes, and identifying investment themes in equities or other asset classes.
With a strong academic background, ideally supplemented by the CFA or another similar diploma, you should have at least 10 years of experience in a similar role in a private bank, family office, or/and external asset manager and have developed a strong capacity for stock selection-generating alpha relative to indices.
You have a perfect command of standard management tools, such as Bloomberg, and can easily adapt to new solutions. You are open-minded and enjoy working in a team. You are able to take matters into your own hands and lead group work. As part of your assignment, you report directly to the head of discretionary portfolio management.