A financial multi-family office is looking to recruit a Client Associate.
The company advises families of significant wealth in managing their investments and financial lives. The firm helps clients in Israel and globally to build multi- manager portfolios across the full range of liquid and alternative asset classes. In addition, the firm supports clients across a wide range of other financial matters, such as advising on generational wealth matters, interacting with legal and accounting professionals, quarterbacking structuring and tax related projects and assisting with charitable contributions.
FT in Beit Shemesh.
The role involves working alongside the firm’s partners to manage relationships with high net worth clients. This includes:
- Providing practical solutions to a wide range of client financial matters such as facilitating financial transactions, cash management, arranging insurance and transacting private real estate,
- Work opposite local and international financial institutions to execute transactions and respond to compliance requirements,
- Interacting with government authorities to problem solve for clients,
- Generating accurate, high quality client reports.
If you feel you can make a meaningful impact even if you don’t necessarily check all the listed requirements, please still consider applying.
Requirements:
- · 2 or more years of work experience in financial services sector (in areas such as investor services, investor relations, account executive or compliance)
- · Spoken and written fluency in both English and Hebrew, a must
- · Excellent interpersonal relations and a proven record of working in a team
- · Detail-oriented and striving to 100% accuracy
- · Strong oral and written communication skills
- · Qualities of integrity, responsibility and accountability
- · A pragmatic approach to problem solving
- · Proficient in MS Excel, Word, Outlook and PowerPoint. Able to learn wealth management software and build client reports
Please send CVs to [email protected]
