Client Adviser - Israel Onshore

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

The Client Advisor (Israel Onshore) is the face of Rothschild & Co's business in Israel. The Client Advisor leads new client acquisition and retention through a broad knowledge of investments, banking, and financial planning.

The potential candidate will be responsible for prospecting and acquiring new HNW & UHNW clients in Israel, and should have a solid track record of demonstrating both market and product experience with inherent good business development capabilities.

Responsibilities

Ability to formulate and execute on a 3-5 years strategy & business plan with target AuM’s and people

Proven successful track record in building trusted relationships with clients, client acquisition and deliver excellent service;

Fully aligned and complementary to the Israel offshore team, expectation to work in close collaboration and team spirit

Partner closely with the different lines of business in Switzerland and other key locations

A passion to perform in a highly motivated team, entrepreneurial and teamwork is essential

Demonstrate strong financial and quantitative analysis knowledge

Excellent presentation and communication skills, persuasive personality

Experience, Qualifications, Skills and Competencies Required

Solid business experience of 5 – 10 years in Private Banking covering Israeli clients

Well-connected within high-tech sector and proven track-record within high-tech entrepreneurs

Strong knowledge of global financial markets and experience in structuring and managing portfolios across all asset classes

Bilingual (English and Hebrew), additional languages are an asset

Person of integrity, high sense of responsibility, personal engagement/initiative, pronounced entrepreneurial attitude, seeking continuous improvement

Creative mind in finding investment solution for clients in challenging market circumstances

Awareness and knowledge of compliance, legal and regulatory practice in the relevant markets

Flexibility, curiosity, ‘can do’ attitude, high social competence, proactive

Benefits

Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of benefits that aim to support their overall wellbeing

We are conducive to creating a working environment and culture where people can succeed

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.

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