Chase Chase Wealth Wealth Management Management - - Private Private Client Client Advisor jobs in Israel

Expoint is excited to introduce a unique opportunity for a Private Client Advisor in Israel: Chase Wealth Management. This role is perfect for a highly qualified professional who is passionate about providing customized advice to a select group of clients and ensuring their financial needs are met. As a Private Client Advisor, you’ll have the opportunity to build relationships with affluent clients in order to provide customized wealth management strategies that meet their unique goals. You will collaborate with clients to develop and implement financial plans, analyze complex investments and tax issues, suggest estate planning strategies, and suggest solutions for risk management. You’ll be joining the Chase team in Israel, which allows access to some of the most advanced private financial resources available. You will have the opportunity to work with colleagues to design tailored portfolios and recommend strategies suited to each client’s unique situation. Your work will help improve financial literacy, promote economic growth, and increase financial security for clients. The ideal candidate for this position will have a sharp financial disposition and a passionate commitment to helping enrich the lives of clients. Further, a thorough understanding of Israel’s tax regulations and local investment regulations is essential to succeed in this role. If you pride yourself on offering the best of advice and service to clients, we’d love to hear from you at Expoint.