UHNW Investment Advisor, Private Banking, Israel Clients, Zurich

vor 2 Wochen

Zürich, Zürich, Schweiz Delta Executive Search Vollzeit

Our client, a Tier 1 Private Bank, is seeking an experienced Investment Advisor to join their Zurich team, with a dedicated focus on servicing Israeli clients, delivering high-quality investment solutions, and supporting bankers covering the Israeli market

Key Responsibilities:

  • Support Relationship Managers who cover the Israeli market by providing investment-led insights, portfolio reviews, and market updates
  • Deliver tailored investment strategies for Israeli HNW/UHNW clients, ensuring suitability and performance alignment
  • Provide top-tier holistic multi-asset investment advice to the Israeli U/HNW private banking clients

Requirements:

  • Fluency in English required, fluency in Hebrew preferred
  • At least 6+ years of experience in investment management/advisory, wealth management, or private banking
  • Demonstrated ability to manage discretionary and advisory portfolios for HNW/UHNW clients
  • Strong understanding of the Israeli market
  • Technical expertise in multi-asset portfolio construction, advisory, market analysis, and risk management
  • CFA, or equivalent qualifications preferred (or in progress)

  • Relationship Manager Private Banking Israel

    Vor 2 Tagen

    Zürich, Zürich, Schweiz kessler gmbh Vollzeit

    About this job Für unsere Kundin, eine solide Schweizer Privatbank mit starkem Fokus auf individuelle Kundenlösungen und unternehmerischer Kultur mit kurzen Entscheidungswegen und flacher Hierarchie suchen wir einen Relationship Manager Private Banking Israel zwecks Teilübernahme eines bestehenden Kundenbuches mit Zugang zu umfassenden...

  • Family Office Investment Director

    vor 1 Woche

    Zürich, Zürich, Schweiz ACL Partners Vollzeit

    VP / Director – Corporate Finance & UHNW AdvisoryZurichWe're supporting a leading Family Office focused on institutional entrepreneurs and strategic shareholders.We are looking for a VP/Director with amandatory mix of IB experience (M&A + ECM + DCM)andprior Private Banking / UHNW / Family Office exposure.You must havehands-on experience working with...

  • Investment Advisor

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Altus Search Ltd Vollzeit

    Ref: 585ASISWPBTitle: Investment AdvisorLocation: ZurichSalary: AttractiveDate: 14th January 2026Our client is looking to appoint an Investment Advisor to support the development, implementation, and ongoing management of the firm's investment solutions. The role plays a key part in supporting commercial growth initiatives while contributing to the...

  • Junior Investment Advisor

    Vor 5 Tagen

    Zürich, Zürich, Schweiz LINVO AG - Life Investment Office Vollzeit

    Job DescriptionTo support our Investment Advisory activities, we are looking for a motivated and detail-oriented Junior Investment Advisor. In this role, you will work closely with Senior Investment Advisors and Relationship Managers, supporting the development, implementation, and monitoring of investment strategies for high-net-worth and...

  • Senior Private Banker UHNW Clients

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Talentana AG Vollzeit

    Aufgaben:Eigenverantwortliche Betreuung und strategische Weiterentwicklung eines exklusiven Portfolios sehr vermögender Privatkunden (UHNW)Aufbau und Pflege nachhaltiger, langfristiger Kundenbeziehungen auf höchstem VertrauensniveauIndividuelle Beratung in komplexen Fragestellungen der Vermögensverwaltung, internationalen Anlagestrategien,...

  • Senior Relationship Manager – Private Banking

    vor 2 Wochen

    Zürich, Zürich, Schweiz Redstone Search Group Vollzeit

    Redstone Private Banking Search focuses on offering 360° search solutions to the global private wealth market. With competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking Search can confidently offer you an edge in today's evolving market.We are currently working with...

  • International Private Bank, Client Advisor, Swiss Market

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Description This Vollzeit

    Description This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly...

  • Investement Advisor

    Vor 5 Tagen

    Zürich, Zürich, Schweiz Michael Page Vollzeit

    Wettbewerbsfähiges Fixgehalt mit leistungsorientiertem BonusmodellMöglichkeit, Investmentstrategien aktiv mitzugestaltenAbout Our ClientUnser Mandant ist ein international tätiges Family Office mit Sitz in Zürich, das sich auf die Betreuung von Unternehmerfamilien und Ultra-High-Net-Worth-Clients spezialisiert hat. Mit einem klaren Fokus auf individuelle...

  • Senior Relationship Manager – Polish Clients – Private Banking

    vor 1 Woche

    Zürich, Zürich, Schweiz Altus Search Ltd Vollzeit

    Ref: 451ASISWPBTitle: Senior Relationship Manager – Polish Clients – Private BankingLocation: ZurichSalary: AttractiveDate: 18th December 2025Our client is looking for a Senior Relationship Manager, focusing on the Polish market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales and...

  • Senior Relationship Manager

    vor 2 Wochen

    Zürich, Zürich, Schweiz KT Executive Search AG Vollzeit

    For aleading international bank in Switzerland, we are looking for a Wealth Management Senior Relationship Manager to develop the market inCentral Eastern Europe(Focus on Czech Republic, Slovakia, Poland, Hungary, Romania, Baltics and Balkans). In this role, you will serve as the key contact for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW)...