C
Private Banker, UHNW Israel Market
On-siteFull-timeFinancial AdvisingBankingFinancial ServicesInvestment Banking
Develop and deliver tailored private and investment banking services to ultra-high-net-worth clients in the Israel market, supporting investment, financing, liquidity, and risk management needs.
Responsibilities
- Build trusted relationships with ultra-high-net-worth clients and understand their businesses and sources of wealth
- Develop tailored investment, risk management, financing, and liquidity solutions
- Prospect for new clients and business opportunities and close transactions
- Monitor objectives, adjust activities, and drive results
- Collaborate with private banking support functions, business partners, colleagues, and staff
- Support team members in developing client credibility
- Communicate risks associated with investment strategies and uphold integrity and trust
Requirements
- Proven experience in ultra-high-net-worth private banking covering the Israel market
- Track record of acquiring relationships and building new business
- Experience prospecting, identifying opportunities, and closing transactions
- Experience selling products based on client needs
- Fluent written and spoken English
- Strong relationship-building skills
- Strong IT skills, including Excel and Word
- Awareness of risk and compliance
- Ability to multitask and prioritize
Nice to have
- Knowledge of Hebrew
- Experience influencing diverse stakeholders and resources
- Creative and innovative approach