Mandates

Investment Advisor, Israel UHNWI, Swiss Private Bank, Tel Aviv

Requirements

Private BankingIsraelVice PresidentTel Aviv3-6 Years Experience

Experience

Private BankingEquitiesFICCAsset ManagementWealth ManagementInvestment AdvisoryStructuringStructured FinanceStructured ProductsUHNWIHNWITechnologyEnglish - FluentHebrew - Fluent

Responsibilities

ResearchPitchingInvestingDue DiligenceExecutionAnalysisClient Coverage

Details

A leading Swiss Private Bank is looking to hire an Investment Advisor to their team on the ground in Tel Aviv to work alongside a Senior Relationship Manager assisting in covering U/HNW clients and Family Offices within the region with a particular focus on the technology space

There is a preference towards candidates with proven cross-asset investment experience servicing Israeli clients as well as Jewish diaspora wider; ability to work under pressure and a true drive to go above and beyond to provide the best level of service to their clients

Ability to easily build relationships with existing clients as well as desire to engage with new potential targets

Fluency in Hebrew is mandatory

ISA licence preferable


No longer available