יועץ.ת מנהל.ת השקעות

Company Description Eternity Family Office is a private, independent advisory firm serving high-net-worth individuals and companies with holistic, “in-house” and family office investment services. The firm analyzes clients’ complete wealth picture—local and global investment portfolios, real estate, art, pensions, and other assets—to deliver tailored strategies aligned with each client’s risk profile and long-term goals. Using a macro-to-micro investment methodology, Eternity Family Office builds diversified portfolios across asset classes, monitors performance against defined benchmarks, and optimizes costs. The team also provides added-value services such as tax and pension advisory, intergenerational wealth transfer, mortgage consulting, and financial education. Led by a founder with over 16 years of executive capital markets experience and billions of NIS in assets under management, the firm is strongly focused on client needs, transparency, and sustainable prosperity.

Role Description The יועץ.ת / מנהל.ת השקעות will provide comprehensive investment advisory and portfolio management services to high-net-worth individuals and corporate clients in a hybrid full-time role based in Raanana, with the option for partial work from home. Day-to-day responsibilities include analyzing and mapping clients’ existing portfolios across banks and jurisdictions, including securities, real estate, alternative assets, and pension savings, and preparing detailed recommendations to optimize asset allocation, risk-reward balance, and cost structure. The role involves constructing and rebalancing multi-currency portfolios, monitoring performance versus benchmarks, reviewing fees charged by financial institutions, and leading consolidation of accounts and investments where appropriate. The advisor will coordinate and supervise external investment managers, ensure adherence to agreed investment policies, and provide clients with clear periodic reports and insights. The position also includes participating in client meetings, identifying new investment opportunities, supporting tax and pension-related discussions, and contributing to the ongoing refinement of the firm’s investment methodology and client service model.

Qualifications

• Strong background in investment advisory and portfolio management, including experience with multi-asset, multi-currency portfolios and risk-reward optimization.
• Solid understanding of capital markets, asset classes (equities, bonds, alternatives, real estate), benchmarks, and macroeconomic trends, with the ability to translate them into practical investment strategies.
• Experience in working with HNWI or corporate clients, including needs assessment, holistic wealth analysis, and long-term relationship management.
• Ability to review and analyze client account structures, fees, and performance, and to lead account consolidation and cost-reduction initiatives with banks and other institutions.
• Excellent analytical and quantitative skills, including proficiency with performance reporting, risk analysis, and portfolio monitoring tools.
• High-level written and verbal communication skills in Hebrew and English, with the ability to explain complex financial concepts clearly and