Private Banking Account Manager - JBFS Israel

About the job

The position of Private Banking Account Manager involves responsibility for account administration, documentation procedures, and tasks related to day-to-day operations and projects concerning account administration. The Private Banking Account Manager supports the Relationship Manager and is responsible for the professional management of accounts and communication with clients.

Tasks

• Ensures that accurate and high-quality documentation of customer relationships is created and maintained
• Handles day-to-day account management professionally and addresses tasks and system alerts directly or through the relationship manager
• Attends client meetings and handles certain aspects of the meeting, such as documentation and compliance
• Maintains customer master data in consultation with the Relationship Manager to ensure that CRM and other records are accurate
• Interact independently and professionally with customers in all aspects of account management
• Takes the lead in supporting the Relationship Manager and the team in managing client relationships and all related tasks

Business administration

• Manages internal projects related to the relationship manager's client relationships
• Collect and share relevant information, ideas, insights, and research findings with colleagues to improve processes and boost productivity and quality

Risk Management and Control

• Helps manage risk by raising concerns, addressing issues independently, and escalating matters when there is uncertainty
• Ensures compliance with local regulations and internal policies and standards
• Ensures that outstanding tasks are resolved in a timely manner and that efficiency is evaluated
• Ensure that ethical and compliant behavior is demonstrated within their area of responsibility

Your profile

Personal and social skills

• Excellent ability to adapt to different situations
• Friendly, trustworthy and discreet personality with high risk awareness
• A positive and independent approach to work
• A positive "can-do" attitude and an open-minded approach to challenges
• Takes on additional responsibilities on their own initiative
• Highly service-oriented and passionate about customer care
• Excellent communication skills; always communicates in a friendly, competent, and professional manner
• Strives for excellence by finding ways to do things smarter, faster, and better
• A systematic, precise, and meticulous approach to work, along with the ability to perform exceptionally well under pressure
• Team player
• High personal integrity and ethical conduct

Professional skills

• Familiarity with non-monetary markets (cross-asset)
• At least 5 years of experience as an Assistant Relationship Manager or 3 years of experience as an Assistant Relationship Manager and a corresponding higher qualification