Jonatan Ohayon Email and Phone Number
A capital markets and alternative assets investments specialist, financial planning savvy, holder of a portfolio management license. I have broad experience in customer relations management, sales and marketing and in-depth knowledge of the local and foreign investment industry.I have a good eye for processes that allows me to forecast trends but has also enabled me to improve work methods and streamline operations, reducing time and increase accuracy.By understanding my high-net-worth customers, and the level of risk best suited to them, I tailor an investment plan that fits their short- and long-term needs. I pride myself on my integrity, my ability to provide the highest level of service and base my long-lasting relations with my clients on my integrity and complete discretion at all times.
Zenith Family Office
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Founder And CeoZenith Family Office Jan 2023 - PresentIsraelZenith Family Office provides financial services and offers personalized and comprehensive solutions for wealthy families and individuals.Zenith Family Office specializes in customized financial and pension planning, building wealth management strategies, investment management, intergenerational capital transfer, opening and managing bank accounts in Switzerland and a variety of other services that will help clients grow, manage and protect their wealth. -
Senior Client Relationship ManagerIbi Investment House Ltd 2019 - 2023Developed financial holistic solutions for private, corporates and institutional clients by investment management portfolios, alternative funds and income-producing real estate projects in Israel and abroad. Corporates with the most valuable banks such as HSBC, UBS, Safra and Julius Baer, in order to optimized and tailor my client’s individual needs. -
Trader – Amban Portfolio ManagementIbi Investment House Ltd 2017 - 2019Tel Aviv, IsraelManaged all trade in foreign securities with a focus on foreign Bonds, stock and ETF derivatives: Futures and Forward Contracts. Managing trading with Israeli and foreign institutional banks and brokers such as Goldman Sachs, JP Morgan and Oppenheimer. -
Marketing Department SpecialistIbi Investment House Ltd 2016 - 2017 -
Founder And Ceo20-80.Co.Il 2012 - 2015Established an e-commerce platform with Chinese partners, aimed at facilitating the purchase of Chinese products online for worldwide delivery.
Jonatan Ohayon Skills
Jonatan Ohayon Education Details
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Management And Economics
Frequently Asked Questions about Jonatan Ohayon
What company does Jonatan Ohayon work for?
Jonatan Ohayon works for Zenith Family Office
What is Jonatan Ohayon's role at the current company?
Jonatan Ohayon's current role is Financial Planner | High Net Worth Client Service Management | Certified Investment Manager | Certified Pension Insurance Agent.
What schools did Jonatan Ohayon attend?
Jonatan Ohayon attended The Academic College Of Tel-Aviv, Yaffo.
What skills is Jonatan Ohayon known for?
Jonatan Ohayon has skills like Customer Service, Financial Analysis, Leadership, Business Strategy, Research, Strategy, Economics, Finance, Management, Investments, Financial Services, Managerial Economics.
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