Private Banking Account Manager - JBFS Israel

Tasks

• Ensures that accurate and high-quality client relationship documentation is prepared and maintained to a high standard at all times, including client identification documentation (CID), account opening forms, and other relevant legal forms
• Actively ensures that operational account management is carried out professionally, with all tasks and system alerts resolved directly whenever possible, or through RA if investment-related advice is needed
• Where appropriate, participate in client meetings and even in specific parts of the meeting (e.g., documentation procedures, compliance matters, or other client requests) if circumstances permit
• Actively maintains client key data in liaison with the RM to ensure CRM and other data sets are correct for good maintenance of the relationship
• Handle client matters in an independent and professional manner in all aspects of account management
• Proactively takes the lead in supporting the RM/TH in managing client relationships and all related tasks (systems, applications, processes, documents, etc.) with high quality, precision, and timely responsiveness

Business Management

• Manages the internal projects that affect an account manager’s client relationships, directly resolving administrative issues to ensure that all relevant systems are maintained and updated and that all necessary documentation is collected
• Collects and shares relevant information, ideas, findings, and research with colleagues to improve processes and increase productivity and quality

Risk management & controls

• Actively helps manage risk (by supporting the first line of defense), for example, in client documentation, by raising concerns, following up on issues independently, and escalating matters when in doubt
• Ensures compliance with local regulations and adherence to internal policies and standards (e.g., opening new accounts, processing payment instructions, reviewing client phone calls, or approving matters within their area of responsibility) in collaboration with the respective relationship managers (RMs) and the Head of Department (TH)
• Ensures that pending items are resolved in a timely, clear, and accurate manner and addresses any deficiencies
• Ensures appropriate ethical and compliant behavior within his or her area of responsibility
• Ensures that interactions with clients and client orders are documented accurately, clearly, and comprehensively in the relevant systems (e.g., CRM, DAS)

Your profile

Interpersonal & Social Skills

• Excellent situational adaptability (able to work with RMs and customers from different backgrounds)
• A friendly, trustworthy, and discreet person with a strong awareness of risk
• Proactive and independent approach to work
• Positive "can-do" mindset and approaches challenges with an open attitude
• Takes on additional responsibilities on their own initiative
• Highly service-oriented and passionate about customer care
• Excellent communication skills and always communicates in a friendly, knowledgeable, and professional manner
• Strives for excellence by finding ways to do things smarter, faster, and better, and isn’t afraid to challenge the status quo
• A systematic, precise, and conscientious approach to work, along with the ability to perform exceptionally well under pressure
• Team player
• High personal integrity and ethical conduct
• Is a "go-to" person, for example by helping colleagues, training other assistants, and participating in the "buddy program"

Professional skills

• Strong affinity for non-monetary markets + familiar with Israeli regulations and requirements
• Either at least 5 years of experience as an ARM or 3 years of experience as an ARM and a relevant advanced degree (e.g., bachelor's degree,