Description
A Multi-family office managing Client relationships for high-net worth individuals.
Ongoing evaluation, analysis, monitoring and management of client portfolios.
Constant and direct contact with banks, consultants, investment managers and financial institutions in Israel and abroad.
Direct contact and established work relationship with the clients, including participation in client monthly meetings; reviewing asset allocation status, investment ideas and work follow-through, etc.
Preparation of personalized monthly client financial reports.
Processing and execution of security and FX transactions.
Qualifications
Bachelors Degree – Finance, Economics and related fields.
A Tel Aviv-based multi-family office, founded 2002.
We create value for our clients with a long-term view of their financial goals. We advise on the Financial Holdings, Portfolio, Real Estate and Private Equity investments of our clients.
Our work requires an on-going dialogue between the different moving parts of client assets and advisors - the legal, tax and regulatory components of wealth.
