Erez Etkovitch

I’m a senior relationship manager with 20 years’ experience in the Swiss financial industry. I possess strong private banking knowledge and experience. With my extensive expertise, accumulated for over two decades, I have contributed to the international private banking growth by acquiring and servicing Wealthy Families and HNWI.

I have gained considerable knowledge in alternative investments and wealth management. I developed business skills, necessary to build an impressive client book and network in the Swiss financial industry.

1. Senior Relationship Manager, Executive Director, Head Israel Market 2015 - 2023
2. Relationship Manager, Vice Director for HNW customers and wealthy families with focus on Israel, UK and South Africa markets. 2006 - 2014
3. Junior Portfolio Manager for Latin America, Australia, Europe, Canada, and Israel markets. 2004 - 2006
4. Assistant Head Operations, Project management 2002 - 2004

1. CFA Level-1 Studies 2006 - 2007
2. Arts studies at the Hebrew University in Jerusalem, Israel. 1998 - 2000
3. B. A. Bachelor Degree in music studies at the Rubin Academy in Jerusalem, Israel. 1991 - 1994
4. Matura Diploma studies at Ehad Ha’am High School in Petah-Tiqwa, Israel. Major A-level studies: English, Mathematics, Geography, History. 1991 - 1993