Senior Relationship Manager, Wealth Management Israel, Bulge Bracket Bank, Tel Aviv

Mandate Status: 
Withdrawn
Mandate Code: 
CIT001/3/11
- Bulge bracket bank with a strong wealth management franchise strengthening their onshore capabilities in Israel out of Tel Aviv
- Looking to hire a senior relationship manager responsible for initiating and managing relationships with UHNW individuals and family offices
- Particular interest towards current RMs with existing transferrable clients and a successful track record of onboarding client capital

Requirements: 

  • Candidates with at least 8 years of experience in private banking
  • Candidates must show high level connectivity with Israeli UHNWIs and family offices and have a demonstrable track record of originating business from such individuals/family groups
  • A comfort level with the concept of originating assets from an existing client base who have not previously been serviced in such a manner is key
  • Fluency in Hebrew would be beneficial

Responsibilities: 

  • Origination of net new assets for the platform from a regional client base brought in by the candidate
  • Sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products
  • Generate bespoke investment solutions and advise family office and UHNW clients
  • Effectively collaborate with senior members of the Private Banking department to fully utilise key relationships and build new client base through a Multi-Asset Strategy based approach to investment management
  • Closely cooperate with compliance division and ensure that all processes and standards are met and accurate
  • Keep up-to-date knowledge of economic / market trends and be able to identify the key change triggers
  • Maintain a strong relationship with clients to ensure service satisfaction and meet on going requirements
  • Conduct regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries

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