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Senior Account Manager

IBI Investment House·ישראל·en
במקום העבודהמשרה מלאהפיתוח עסקיFinancial Services

Manage strategic B2B client relationships for VIP business customers, supporting complex financial operations and improving service processes. This is a full-time, on-site role in Israel, Sunday–Thursday, 08:30–17:30, with overtime availability required when needed.

תחומי אחריות

  • Manage VIP business client portfolios and provide advanced support to strategic accounts.
  • Build ongoing relationships with senior managers at organizations and companies.
  • Prepare business activity summaries and related client documentation.
  • Manage the customer lifecycle from account opening through deposits, withdrawals, currency conversions, securities purchases, guarantees, and final execution.
  • Coordinate with operations, trading, regulatory, and compliance teams to maintain service continuity and quality.
  • Identify business and operational opportunities and lead workflow and service improvement initiatives.

דרישות

  • Bachelor’s degree in a relevant field.
  • Prior B2B account management experience in financial institutions, banks, or technology companies.
  • Experience optimizing service processes and improving operational efficiency.
  • Full professional fluency in English, including reading, speaking, and writing.
  • Advanced Excel proficiency.
  • Availability for overtime according to operational needs.

יתרון

  • Career stability and motivation for long-term professional growth.
  • Professional judgment, independence, and a business-operational mindset.
  • Ability to self-manage under pressure, meet tight deadlines, and prioritize accurately.
  • Strong interpersonal skills and the ability to build trust with senior stakeholders.
  • High accountability and a proactive approach.

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