RUSSIAN SPEAKING INVESTMENT CONSULTANT IN ISRAEL

Job Title: RUSSIAN SPEAKING INVESTMENT CONSULTANT IN ISRAEL

Location: Netanya, Israel

Company: SMARTGEN

As a leading Multi-Family-Office in Israel, we offer dynamic and personalized services in investment advisory and wealth management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees, and we value each person with their unique technical expertise, professional qualifications and social skills.

Your role:

The Investment Consulting team provides investment advisory, wealth allocation expertise and portfolio analysis services to sophisticated qualified investors and our Relationship Managers. We are looking for a dynamic professional with a strong background in cross-asset investment advisory & sales to take on an important role in the Investment Consulting team with main focus on Russian speaking HNWI clients. We place strong emphasis on teamwork and a proactive & client-oriented approach.

Your responsibilities:

• Provide high quality tailor-made investment and wealth allocation advice to Family Offices, HNWI clients and sophisticated Private Banking Russian speaking clients;
• Construct and monitor investment portfolios, advising clients on their asset allocation, strategic investments across all asset classes;
• Follow and analyze financial markets and investment products to monitor and develop client's investment strategies;
• Daily client interaction by phone, e-mail and physical meetings;
• Develop and initiate investment ideas in collaboration with the global Investment Companies;
• Actively engage with Relationship Managers to further develop and grow the Investment Consulting business.

Your profile:

1.      Minimum 5 years HNWI client-facing experience in ISRAEL in an investment advisory in private banks or wealth management firms;

2.      Excellent writing and communication skills in Hebrew, English and Russian a must, further languages appreciated;

3.      BA degree in a relevant field and/or education in business or finance;

4.      In-depth knowledge of financial instruments across all asset classes;

5.      Very good communication and presentation skills;

6.      Strong knowledge in Excel and Power-Point;

Ready for the challenge? Shoot your CV and a cover letter to [email protected]

Make sure to put the job title in the subject line.

SMARTGEN is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.