Empleos de Financial Advising

Provide ongoing investment advice and personalized financial services to private banking clients. Manage and optimize portfolios, identify investment opportunities, and maintain compliance with banking procedures and regulations.

Develop and deliver tailored private and investment banking services to ultra-high-net-worth clients in the Israel market, supporting investment, financing, liquidity, and risk management needs.

Support innovation-sector banking clients through onboarding, account opening, client due diligence, daily banking services, and ongoing risk monitoring. The role is based in Israel and serves Israeli, US, and global accounts.

A fintech company is seeking a Financial Advisor to guide clients through personal financial planning and mortgage decisions. The full-time hybrid role is based in Tel Aviv, near the train station, with two work-from-home days per week.