Summary

This private banker role develops new and existing ultra-high-net-worth client relationships across the Israel market from London. The role sells and implements investment, banking, trust, and wealth planning solutions while managing a client book and meeting financial and client satisfaction objectives.

Responsibilities

• Acquire new ultra-high-net-worth clients
• Build and develop an israel-market client book
• Sell investment, banking, and trust products
• Manage client profiles and account servicing
• Identify wealth planning opportunities for clients
• Meet financial and client satisfaction objectives
• Deliver customized wealth management solutions