Home Office (or in-office at a law firm or trade agency for instance)
Job Responsibilities
- Conquer clients and maintain client relationship with clients and feeders in Israel;
- Structured visits to feeders such as law firms and private banks;
- Prepare and expedite proposals for services rendered by DR Asset Planning;
- Prepare and maintain up-to-date marketing material such as memos on products;
- Prepare (local) content for the newsletter and site;
- Prepare documentation for review for the compliance officer when bringing in prospects;
- Actively participate in seminars, breakfast sessions, etc.;
- Work towards pre-set goals with respect to visits to be made and clients to be conquered;
- Together with management it can be decided to attend other markets than the Israel market as well (for instance Cyprus)
Qualifications
Education / Experience required to meet position qualifications:
- Bachelor´s degree in financial or legal course;
- Business Development experience with a trust company or bank;
- Specific knowledge of our business in addition to bachelor´s degree;
- Fluent in English and Hebrew. Portuguese is an additional asset;
- Computer skills with Excel, Word, PowerPoint, Outlook and the Internet. Specific Branch software knowledge is a plus;
- Strong persuasive skills;
- Strong team player that actively contributes to the group’s success;
- Availability to travel within Israel (Haifa, Jerusalem) and Europe (sporadically)
Our team is specialized in implementing structures for international business whose affairs span a range of domiciles and jurisdictions. We make what matters work. We’re ethical, accountable, transparent and committed to learning. These values enable us to tackle some of the toughest challenges on the planet, never losing sight of what matters. This job position will have (part of) the remuneration based on actual achieved results.