Business Sector Account Manager at IBI Investment House

Business Account Manager – IBI Investment House

An opportunity to join a significant and diverse role that combines personal relationship management with business VIP clients and operations, in a professional environment with many interfaces and exposure to the capital markets.

The role is suitable for someone looking for dynamic work with personal responsibility for a client portfolio, working with many interfaces, and the ability to lead processes from end to end.

Each Account Manager is responsible for a business client portfolio, which includes, among others, brokers, law firms and accountants, companies undergoing IPO processes, and controlling shareholders in public companies. The role includes accompanying the client from the account opening stage and throughout their activity at the company, while providing a personal, professional, and rapid response to ongoing needs.

Replacement for salary - with a real option.

Responsibilities:

• Managing ongoing and personal relationships with business VIP clients.
• Accompanying clients through account opening processes and the collection of required documents.
• Providing responses and handling ongoing requests such as deposits, withdrawals, FX conversions, securities purchases, and guarantees.
• Verifying documents, signatures, and data, and transferring actions for execution to the relevant parties.
• Ongoing work with internal interfaces such as account opening, operations, trading, regulation, and compliance.
• Monitoring tasks and processes and providing solutions to the client until the handling is completed.
• Identifying problems and opportunities for streamlining and improving service processes.

• Bachelor's degree - Mandatory
• Previous experience in customer service in a bank or a financial institution - Mandatory
• Good level of English - Mandatory
• Good command of Microsoft Excel - Significant advantage

We are looking for a thinking, responsible, and independent person who knows how to exercise judgment and has excellent interpersonal skills.