Job Purpose:

The focus of this position will primarily be the growth and development of IPB business in Israel, by managing client relationships and providing advise and execution to an assigned portfolio of existing or new affluent clients, with main aims of
•Excellent customer service
•Delivering financial goals
•Adhering to internal and external regulatory requirements
Job Background/Context:

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 network
•Able to travel to Israel
Job Development Value:
•Acquire full relevant FSA certifications if not complete (IMC, CEFA 1-4 or equivalent)
•Participate in investment seminars, fund presentations, internal training courses
•Exposure to sophisticated HNW clientele, improve communication skills
•Exposure to product management, business development functions.
•Clear development path within different functions/departments of the bank.
•Possibility to develop and improve skills required in ever-growing Wealth Management sector.

Specifications / Qualifications
Required Knowledge:
•Investment Advisory experience essential, preferably from the Private Banking or Wealth Management sectors
•Investment expertise in Asset Allocation, Asset Managers, Products and Markets
•Knowledge of Equities, Fixed Income and other types of UK / European Securities, across all asset classes essential
Required Skills:
•Fluent English and Hebrew speaker
•Ability to nurture and build strong relationships with customers. Unwavering dedication to customer service.
•Excellent communication and interpersonal skills essential
•Positive and flexible attitude externally and internally at all levels
•Able to exercise sound and independent judgment under pressure.
•Expert selling skills
•Strong systems skills, including Excel and Word
Required Qualifications:
•Registered as an FSA Approved Person
•Higher degree required in business/finance.
•Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.