ABOUT US

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world’s financial markets.
Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

EXPERIENCE, QUALIFICATIONS, SKILLS AND COMPETENCIES REQUIRED

• Solid business experience of 5 – 10 years in Private Banking covering Israeli clients
• Well-connected within high-tech sector and proven track-record within high-tech entrepreneurs
• Strong knowledge of global financial markets and experience in structuring and managing portfolios across all asset classes
• Excellent English-speaking skills, Hebrew is an asset
• Person of integrity, high sense of responsibility, personal engagement/initiative, pronounced entrepreneurial attitude, seeking continuous improvement
• Creative mind in finding investment solution for clients in challenging market circumstances
• Awareness and knowledge of compliance, legal and regulatory practice in the relevant markets
• Flexibility, curiosity, ‘can do’ attitude, high social competence, proactive

OVERVIEW OF ROLE

The Client Advisor - Israel Offshore is the face of Rothschild & Co’s business. The Client Advisor leads new client acquisition and retention through a broad knowledge of investments, banking, and financial planning.
Out of Switzerland, we have a sophisticated offering tailored to our Israeli clients , providing managed portfolios, advisory services, private market solutions, and more.
The potential candidate will be responsible for prospecting and acquiring new HNW & UHNW clients in Israel, and should have a solid track record of demonstrating both market and product experience with inherent good business development capabilities.

RESPONSIBILITIES

• Ability to formulate and execute on a 3-5 years strategy & business plan with target AuM’s and people
• Proven successful track record in building trusted relationships with clients, client acquisition and deliver excellent service;
• Fully aligned and complementary to our Representative Office in Herzliya Pituach, expectation to work in close collaboration and team spirit
• A passion to perform in a highly motivated team, entrepreneurial mind set and teamwork is essential
• Ability to provide strong financial and quantitative analysis
• Excellent presentation and communication skills, persuasive personality