JOB DESCRIPTION

- Develop and manage a portfolio of HNW/UHNW clients, primarily from Israel;

- Provide bespoke investment and wealth planning solutions in line with the clients’ objectives, risk profile, and financial goals;

- Identify and onboard new clients through own network, business development activities, and strategic market initiatives;

- Collaborate with internal stakeholders including investment advisors, legal and compliance, and product teams to ensure top-tier service delivery;

- Ensure full adherence to regulatory and internal compliance requirements;

- Act as a senior ambassador of the bank in client meetings, conferences, and business development events.

YOUR PROFILE

- Minimum 5–10 years of experience in private banking or wealth management, with a strong focus on Israel market;

- Proven track record in client acquisition and asset gathering within the Israel segment;

- Deep understanding of investment products, financial markets, and regulatory requirements;

- Strong network and cultural fluency;

- Fluent in English; Hebrew is a strong advantage;

- Excellent interpersonal, negotiation, and communication skills.

BENEFITS

- A dynamic, international, and client-focused working environment

- Competitive compensation package with performance-based incentives

- Access to robust platform capabilities and a wide range of products and services

- Opportunity to grow and make a significant impact in a strategic market.