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Senior Account Manager - Position No. 1724

IBI Investment Houseמחוז תל אביב, ישראללא צויןFull-timeדרגה: לא צוין

פורסם אתמול · 25 מועמדים

שכר לא צוין במשרה זו

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תובנת Willbi
חובה
  • Bachelor’s degree from a relevant field
  • Proven prior experience in B2B account management
  • Proven experience in service process optimization and efficiency
  • Full fluency in English (high-level reading, speaking, and writing)
  • Advanced Excel proficiency

חולץ מתיאור המשרה · מתעדכן אוטומטית

תיאור המשרה המלא

המשרה המקורית · נשמר לעיון

About the Role: Strategic and operational relationship management for VIP business clients within the organization. Ongoing collaboration with brokerages, law firms, accounting firms, companies undergoing IPO processes, and controlling shareholders of public companies. Drafting business activity summaries, managing complex financial transactions, maintaining ongoing cross-functional interfaces with trading, operations, and compliance departments, and leading continuous optimization and service improvement initiatives.

Key Responsibilities:

• Ongoing and personal management of VIP business client portfolios, including advanced support for strategic clients.

• Daily collaboration with senior management in leading organizations and companies, including drafting business activity summaries.

• Managing the customer lifecycle from account opening, through complex operational requests (deposits, withdrawals, currency conversions, securities purchases, and guarantees), to full execution.

• Managing internal interfaces with operations, trading, regulation, and compliance departments to ensure service continuity and quality.

• Identifying business and operational opportunities and leading initiatives to optimize and improve workflow and service processes.

Requirements:

• Bachelor’s degree from a relevant field – Mandatory.

• Proven prior experience in B2B account management – Mandatory (Financial institutions, banks, or tech companies only).

• Proven experience in service process optimization and efficiency – Mandatory.

• Full fluency in English (high-level reading, speaking, and writing) – Mandatory.

• Advanced Excel proficiency – Mandatory.

• Full availability for overtime as required by system needs – Mandatory.

• Full-time position, Sunday–Thursday (08:30–17:30), On-Site format.

Required Skills:

• Proven career stability and high motivation for long-term professional growth.

• Developed professional judgment, full independence, and a strong business-operational orientation.

• Ability to self-manage under pressure, meet tight deadlines, and accurately prioritize multiple tasks.

• Excellent interpersonal skills and proven ability to build trust and manage dialogues with senior-level stakeholders.

• High personal accountability and a proactive role mindset.

אודות IBI Investment House
פרופיל החברה · בקרוב

ביקורות עובדים · בקרובעוד משרות ב-IBI Investment House

שאלות על המשרה

  • המשרה לא ציינה שכר. אנחנו מציגים שכר רק כשהמעסיק מפרסם אותו.
דומות וקשורות
IBI Investment House
פורסם אתמול · 25 מועמדים
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