Investment Banking Executive Director - EMEA UGB (m|f|x) Zürich

You will be working in the Unified Global Banking team, based in London, Zurich or another relevant EMEA market. UGB is a strategic platform connecting Global Wealth Management and Investment Banking to originate and execute Corporate Finance opportunities for leading entrepreneurs, family offices and privately controlled businesses. The team brings senior IB content into client conversations, helping clients evaluate strategic options across M&A, equity capital markets, debt capital markets, leveraged finance and other financing or advisory solutions. The role requires close partnership with both Wealth Management and Investment Banking colleagues, with a focus on proactive origination, client leadership, mandate conversion and accountable revenue delivery.

Tasks

• Originate and lead Corporate Finance opportunities with leading entrepreneurs, family offices and privately controlled companies across EMEA
• Act as a senior strategic advisor to clients, leading discussions across M&A, equity capital markets, debt capital markets, leveraged finance and other strategic alternatives
• Develop trusted relationships with key decision makers and help clients evaluate the full range of strategic and financing options available to them
• Build and execute a clear business plan, including ownership of pipeline development, revenue targets and budget delivery
• Convert cross-divisional connectivity into actionable IB opportunities, working seamlessly across Global Wealth Management and Investment Banking
• Partner closely with Wealth Management client advisors to identify high-potential situations, while bringing strong IB judgment, execution credibility and strategic content to client dialogue
• Drive origination from idea generation through mandate development, coordinating the right product, sector and regional expertise across the firm and leading the execution of transactions together with Investment Banking
• Maintain high standards of judgment, conduct, risk awareness and regulatory discipline in all client and transaction-related activities
• Develop the UGB platform by strengthening collaboration between divisions and expanding the firm’s relevance with entrepreneurial and family office clients

Profile / Your qualification / Your personality

• Significant Investment Banking / Corporate Finance experience, with a proven track record in origination, strategic advisory and transaction execution
• Strong ability to lead senior client conversations across M&A, capital markets and leveraged finance alternatives
• Demonstrated experience developing and executing a business plan, managing a pipeline and delivering against revenue objectives
• Credibility with entrepreneurs, family offices and privately controlled companies
• Ability to work seamlessly across Global Wealth Management and Investment Banking, building trust and mobilizing the right resources across both divisions
• Commercial mindset, strong judgment and the ability to turn client dialogue into executable mandateBachelor's degree
• Significant experience within investment banking, specifically Corporate Finance, is required. The candidate should have a track record of strategic client coverage and origination
• MBA or similar is preferred
• Experience working collaboratively with wealth management advisors is beneficial
• Great communication skills; Dutch/Flemish/French or Nordic speaker is beneficial
• Strong ability to develop creative solutions
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

Contact

Stefan Seiler

Group Head of Human Resources and Corporate Services, Member of the Group Executive Board

Location

Bahnhofstrasse 45, CH-8001 Zürich