Job offer
Private Banking Account Manager - JBFS Israel
We are seeking a Private Banking Account Manager who will be responsible for managing client accounts and supporting relationship managers, while ensuring a high standard of quality and professionalism in client service and administration. The ideal candidate will have at least 5 years of experience in private banking, as well as excellent communication skills and a strong client-focused mindset.
Tasks
- Ensures that accurate and high-quality client relationship documentation is created and maintained
- Actively ensures that all client accounts are managed professionally
- Initiates, coordinates, or performs tasks related to the client
- Maintains key client data in consultation with the relationship manager
- Ensure that the client and/or the relationship manager are treated professionally and with authority in all aspects of account management
- Proactively supports the Relationship Manager 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 to improve processes and boost productivity
Risk management and controls
- Actively supports risk management by raising concerns and independently tracking issues
- Ensures compliance with local regulations and internal policies
- Proactively identifies legal or potential operational shortcomings and escalates them as appropriate
- Ensure that accurate, meaningful, and clear documentation of client interactions is created
Your profile
Personal and social skills
- Excellent ability to adapt to different situations
- Friendly, flexible, and available, with a high degree of self-confidence
- Proactive and independent approach to work
- A positive "can-do" attitude and an open-minded approach to challenges
- Takes on additional responsibilities
- Highly client-focused and passionate about client service
- Excellent communication skills and always communicates in a friendly, professional, and jargon-free manner
- Strives for excellence and isn't afraid to speak up
- 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
- At least 5 years of experience as an account manager, or 3 years of experience as an account manager and a relevant college degree
- Excellent proficiency in Hebrew and English
- Proven experience in serving bank clients with complex needs
- Successful completion of the internal account manager training program
Job details
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