One of our top tier clients is looking to strengthen their Wealth Management coverage team on the ground in Tel Aviv with a particular interest towards candidates with tangible experience and track record in servicing the Tech Entrepreneur community both in Israel as well as Globally with a keen interest and understanding of the sector
The successful candidate would be required to primarily deliver a wealth management offering to their client, while acting as a key liaison in delivering the wider platform, from establishing a relationship with the Investment Banking technology team to help expand the clients company operations globally; introducing private investors and collaborators to assist the business in its growth strategy; assisting with cash management solutions via the Corporate Bank for their day to day business needs; while at the same time guiding the business owner and entrepreneur around their private investments and wealth preservation strategy