Private Banker – Israel Market

• Deliver high quality bespoke advice, maximising value for our clients and negotiate the best commercial outcome
• Be recognised as an expert and influential contact for banking products, credit advice and client queries
• Be recognised as an expert and influential interface between the client and other parts of the Barclays group
• Provide the client with world class financial solutions
• Be able and willing to discuss markets, their issues and opportunities with clients
• Fully utilise the banker toolset, systems and platforms and challenge current standards to continuously improve quality
• Engage with digital technologies, products and solutions that are relevant to the Wealth business
• Manage and grow client relationships and acquire new clients
• Establish a sound understanding of the strategy of the clients in their portfolio
• Manage operational, reputational, financial crime and credit risk for the portfolio

• Proven experience of successfully covering Private Bank clients in the Israeli Market
• Excellent relationship skills with experience of managing and handling the sophisticated needs of individuals and families
• Effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
• Experience in controlling and monitoring of risk within a client book
• Substantial experience of the Financial Services industry, particularly in the areas of Retail regulated products and services to HNW & UHNW customers
• Full, up to date understanding of the general financial markets dynamics and current financial concepts
• High aptitude and understanding of the digital landscape
• Excellent market exposure and multi-disciplined private banking expertise
• Ability to proactively drive business development
• Good management skills and experience of influencing others
• Experience of stakeholder management/matrix management
• Experience of mentoring and/or managing small teams
• Detailed and up to date knowledge of the Israeli Private Banking / UHNW market
• Proven experience of successfully covering Private Bank clients in the Israeli Market and the Jewish diaspora based in Switzerland
• Fluent in English

Knowledge in Hebrew

• Access to wellness rooms, gyms and mental health support
• Welcoming and inclusive culture
• Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
• On-site cafeterias, fitness centers, and tech-equipped workstations