Descrição
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.