UHNW Investment Advisor, Private Banking, Israel Clients

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.

• 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 Israeli U/HNW private banking clients.

• 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).

Mid‑Senior level

Full‑time

Finance and Consulting

Financial Services;
Venture Capital and Private Equity Principals

Referrals increase your chances of interviewing at Delta Executive Search by 2x.

Apply BELOW