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Relationship Manager Private Banking Israel (halber Case) - Suissetalent

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Relationship Manager Private Banking Israel (halber Case)

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Für unsere Kundin, eine solide Schweizer Privatbank mit starkem Fokus auf individuelle Kundenlösungen und unternehmerischer Kultur mit kurzen Entscheidungswegen und flacher Hierarchie suchen wir einen Relationship Manager Private Banking Israel zwecks Teilübernahme eines bestehenden Kundenbuches mit Zugang zu umfassenden Bankdienstleistungen, leistungsfähigen Plattformen und kompetenten Fachabteilungen.

Ihre Aufgaben im Wesentlichen:

Betreuung und Ausbau eines anspruchsvollen Portfolios israelischer HNWI-Kunden

Teilübernahme eines bestehenden Kundenbuches mit Entwicklungspotenzial

Entwicklung langfristiger, vertrauensvoller Beziehungen durch ganzheitliche, bedürfnisorientierte Beratung

Strukturierung individueller Vermögenslösungen in Zusammenarbeit mit internen Fachexperten (Investment Advisory, Legal, Tax, Credit)

Proaktive Neukundengewinnung über Ihr persönliches Netzwerk sowie gezielte Marktbearbeitung

Sicherstellung der Einhaltung internationaler regulatorischer Standards (insb. Cross-Border, KYC, AML)

Ihre Qualifikationen

Fundierte Erfahrung im internationalen Private Banking mit Fokus Israel

Erfolgsnachweise in der Akquisition, Betreuung und Weiterentwicklung von israelischer Kundschaft

Tiefes Verständnis für israelische Kundenerwartungen, Marktgewohnheiten sowie steuerliche/regulatorische Rahmenbedingungen

Bestehendes Netzwerk zu israelischen HNWI-Kunden

Hohe Eigenverantwortung, Beratungsstärke und ausgeprägtes Gespür für Kundenbedürfnisse

Fliessende Englischkenntnisse (Hebräisch von Vorteil)

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General Information

Winterthur

Posted today

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