Client Portfolio Manager

7 days ago


Tel Aviv, Tel Aviv, Israel Goren Family Office Full time ₪60,000 - ₪120,000 per year

Client Portfolio Manager

About Goren Family Office

Goren Family Office, a growing and professional wealth management company with a friendly, family-like atmosphere, is seeking a
Client Portfolio Manager
. This role combines financial expertise with a personal touch, providing customized service and full coordination of clients' financial and administrative needs.

Responsibilities:

  • Managing ongoing client relationships.
  • Performing and monitoring all operational tasks for clients (back-office).
  • Liaising with Israeli and international banks.
  • Working with investment houses and investment funds.
  • Monitoring clients' investments and financial activities.
  • Ensuring compliance with internal procedures and regulations.

Requirements:

  • Previous experience in back-office or operations within a financial institution –
    required
    .
  • High level of organization and accuracy, personal responsibility, and discretion.
  • Ability to work under pressure.
  • Teamwork skills.
  • Proficiency in Microsoft Office applications.
  • Good command of English for daily communication.
  • Motivation to join a team for the long term and grow with the company.

Additional Details:

  • Full-time position in Tel Aviv – convenient public transport.
  • Reports directly to the CEO.
  • Long-term, meaningful role.
  • Friendly, high-quality, and professional work environment.

How to Apply:

Please send your CV to



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