Client Adviser

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

As Client Adviser, to create new and develop existing long-term client relationships that add value to the client and lead to expansion of business in Israel.

Responsibilities

Excellent presentation and communication skills, persuasive personality
Ability to formulate and execute on a 3-5 year business plan with target AuM’s and people
Target portfolio size 500 million’s Euro plus, minimum account size 5 million
Establish new relationships and manage existing relationship in order to generate new AuM
Ability to identify, contact and close on portfolios for HNWI in his target market
Strong networking and facility in contacting HNW and UHNW prospects in Israel
A passion to perform in a highly motivated team, entrepreneurial spirit is essential
Ability to properly position and sell the Rothschild brand name
Ability to provide strong financial and statistical analysis

Experience, Qualifications, Skills and Competencies Required

Solid business experience of 5 – 10 years in relevant market of Private Banking
Specialist within high-tech sector and proven network track record within high-tech entrepreneurs
Extended knowledge of investment issues, markets, economies and house view; continuously improves knowledge of in house products and services
Experience in structuring and managing portfolios across all asset classes
Good knowledge of global financial markets
Understanding of basic concepts of asset allocation, good knowledge of equities, currencies and fixed income markets
Excellent English speaking skills, German is 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
Knowledge of compliance and cross border rules
Awareness and knowledge of compliance, legal and regulatory practice in the relevant markets
Awareness of potential risks (internal and external)
Flexibility, curiosity, ‘can do’ attitude, high social competence, proactive