Our client is a leading provider of personal banking and investment services to individual affluent investors, offers an extensive range of investment services, including asset allocation, mutual funds, access to equities and fixed income instruments, FX and lending products. Our Relationship Managers offer advise on asset allocation portfolios and Structured Notes, and execution on global equities, fixed income, mutual funds and FX instruments.

Job Responsibilities:

Effectively manage and develop the client base in order to achieve business revenue and service objectives.
Identify client needs via client profiling and provide solutions including asset allocation, product selection and portfolio rebalancing.
Proactively provide customers with suitable investment advise.
Ensure conformity with global standards of client service, regulatory requirements, compliance, operating models and industry best practice
Working both independently and as part of the integrated client team, in a fast-paced and changing environment to provide innovative investment solutions to accommodate complex client issues
Able to build, develop and retain strong relationships with clients and internal stakeholders
Fully understand and utilise client\'s network
Able to travel to Israel