נכון לתאריך
12/12/2025
תל אביב
SMARTGEN WEALTH MANAGEMENT
Company Description
SMARTGEN WEALTH MANAGEMENT is an independent international multi-family office, specializing in wealth management, growth, and succession for high-net-worth individuals (HNWI), ultra-high-net-worth individuals (UHNWI), and their families. Our globally experienced and adaptable team delivers tailored, creative solutions for individuals, businesses, and capital in motion. We provide a diverse range of services, including international banking, strategic wealth planning, exclusive investments, real estate, legal structuring, tax optimization, and lifestyle planning. With a commitment to security and prosperity, we help our clients navigate and manage wealth beyond borders.
In this role you will:
• Provide operational and relationship support to cross-border banking activities and client servicing.
• Help build and expand strategic relationships with financial institutions by supporting communication, follow-ups, and coordination of joint activities.
• Support delivery of international banking services, including payments, FX operations, and treasury coordination.
• Assist in identifying opportunities for collaboration by maintaining regular contact with partners and collecting relevant market intelligence.
• Support client onboarding and documentation processes with partner banks, including KYC/AML and compliance requirements.
• Help clients and internal stakeholders navigate operational aspects of correspondent banking and international financial processes.
• Monitor relevant regulatory and market updates, escalating key developments to relevant teams.
• Collaborate with brokers, partner banks, and internal teams to ensure smooth and compliant daily operations.
Apply if you feel this role is a good fit for your experience:
• Location: Israel. Fluent in Russian and English; Hebrew is a strong advantage.
• Previous experience in Finance, Treasury, or Banking operations.
• Strong interpersonal and communication skills, with a service-oriented approach.
• Basic understanding of international banking and regulatory requirements (KYC/AML, due diligence).
• Ability to work well within a team, supporting senior staff and ensuring follow-through on operational tasks.
• Comfortable working in a dynamic, international environment.
• Well-organized, reliable, and detail-oriented with good time management.
• Relevant academic background – advantage
Send your CV: | לפנייה למשרה יש להגיש מועמדות |
Why join us?
At SMARTGEN, you’ll become part of a dynamic, innovative team passionate about delivering exceptional wealth management solutions to our clients. This role provides the opportunity to work with high-profile partners and agents, contribute to our strategic goals, and grow professionally in the HNW space.
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