Wealth Client Relationship Manager | Private Banking

A leading financial institution is seeking an experienced Wealth Client Relationship Manager to join its Private Banking division.

This senior client-facing position involves managing long-term relationships with high-net-worth individuals, providing professional investment advisory services, and delivering tailored financial solutions to clients with substantial financial assets.

Key Responsibilities:

Manage and develop a portfolio of high-net-worth clients.

Provide investment advisory services and personalized financial solutions.

Analyze and monitor clients' financial portfolios.

Build trusted, long-term relationships and identify new business opportunities.

Acquire new clients and expand existing relationships.

Requirements:

Valid Israeli Investment Advisory License - Mandatory

At least 3 years of professional experience in investment advisory - Mandatory

Experience working with high-net-worth clients - Strong advantage

Previous experience as a Banking Department Manager or Deputy Branch Manager - Advantage

Strong knowledge of capital markets, excellent commercial skills, and exceptional client relationship management capabilities.

An excellent opportunity for an experienced investment advisor seeking a senior relationship management role within the Private Banking sector.