Account Manager - Position No. 1139

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

About the Role

This is an exciting and demanding role within the world of employee options schemes, where the capital market and high – tech worlds come together. As an account manager your role represents the ideal balance between working with advanced systems and dealing with senior management in some of Israel’s top companies.

Your role will require you to handle complex data and oversee and analyze information on clients. You will be part of a small team in a dynamic and growing business where each member gets plenty of opportunities to think on their feet and show their worth.

The options for promotion from this role are varied and include the appointment to a senior role within one of our high – tech clients.

Qualifications:

• Educated to degree level in financial services – related discipline
• Excellent written and spoken Hebrew and English
• Fully proficient in MS Office, especially Excel.
• Ability to deliver effective client presentations is an advantage
• Background in banking/demonstrable understanding of financial services is highly desirable

Personal skills:

• Service orientation
• A strong work ethic
• Good interpersonal skills