Director, Lead Salesperson, EE, Swiss

Establish a team at DB Switzerland that will be responsible for booking and servicing the bank’s existing Israeli clients, including those covered by Tel Aviv team

Provide leadership and guidance to junior colleagues in day-to-day dealing with existing clients. Source and bring on board relationship managers and client service executives candidates

Develop contacts and build relationships with HNW/UHNW clients, Single/Multi Family Offices and Foundations for our Israel Market

Gather individual information about potential clients and prepare calls and meetings to offer private Banking services & products and assess market potential both for existing and potential clients

Actively offer all products and services contained in Asset & Wealth Management product in line with suitability assessment and regulatory environment and in close collaboration with dedicated Investment Advisors and various product specialists

Participate in Goal Setting process to ensure that financial goals are achievable and manage annual asset, revenue, and expense budget to ensure that financial targets are met

Ensure an excellent and smooth client on-boarding experience with regard to legal requirements and in close collaboration with your Client Service Executives and other internal support functions

Make sure that prospect and client related information are properly filed

Participate in public relations and other marketing activities for existing and new clients by holding presentations and participating in social events

7 years+ of Financial Services experience in a client maintenance role

MBA or other relevant advanced degree is highly desirable

Strong knowledge of relevant financial and cross-border regulation applicable to Swiss and Israeli markets

Experience in managing bank processes such as client on-boarding, KYC, etc., as well as related risks

Strong knowledge of financial instruments and markets and knowledge of all Private Banking products and services including the credit policies, guidelines and procedures

Excellent knowledge of the Israeli Market and the cultural backgrounds

Fluency in English, Hebrew not required but would be a plus

Able to work with a culturally diverse workforce and client base and highly developed written and oral communication skills

Strong sales and marketing abilities

Excellent problem solving skills

Complete understanding and adherence to regulatory requirements in marketing the Private Bank’s products and services

Ability to demonstrate good time management skills