Private Clients Account Manager

A prestigious financial organization is seeking a Private Clients Account Manager to join its dynamic and professional team. This role involves managing private clients in the pension and provident fund sectors while building strong, long-lasting relationships.

Key Responsibilities:

Managing private client accounts while providing exceptional service and personalized solutions.

Conducting face-to-face meetings for sales, retention, and client support.

Strengthening relationships with existing clients and driving growth in managed assets.

Meeting business targets through proactive client engagement and strategic planning.

Participating in webinars and professional events to promote in-house financial products.

Requirements:

Valid pension advisor license or in the process of completing internship – required.

Proven knowledge of the pension and provident fund sectors – required.

Previous experience in pension advisory or account management – preferred.

Strong organizational and time management skills.

Excellent written and verbal communication skills in English and Hebrew.

Exceptional interpersonal skills, with the ability to build and maintain client relationships.