Senior Wealth Manager

A prestigious, well-established financial advisory firm is seeking an exceptional Wealth Manager to join its elite team.

In this role, you will:

· work closely with high-net-worth families in Israel and worldwide, providing strategic wealth management, bespoke investment solutions, and holistic financial guidance – from multi-asset portfolios to generational wealth planning, cross-border matters, and philanthropy.

· Build and maintain deep, trusted relationships with high-net-worth client families, developing a thorough understanding of their financial and personal circumstances.

· Serve as the primary point of contact for clients, providing proactive and practical solutions on a broad range of sensitive financial matters, including family business issues, intergenerational relationships, cross-border relocations, international taxation, estates, financial education, and philanthropy.

· Design, construct, and oversee investment portfolios tailored to client objectives, regularly modeling and implementing changes in response to evolving family needs and market conditions.

We are looking for a top-tier professional with:

• Native-level English – a must
• Minimum 7 years’ experience in financial services
• Outstanding relationship-building skills, integrity, and strategic thinking

This is a unique opportunity to join a stable, growth-driven environment, work on complex, international client matters, and develop into a senior leadership role.