Business Client Manager – Exchange Member

IBI בית השקעותTel Avivdrushimpublished 09/15/2026
Machine translation — original language: Hebrew.Show original

Management of the strategic and operational relationship network with VIP business clients in the organization. Ongoing work with brokerages, law firms and accountants, companies in IPO processes, and controlling shareholders in public companies. Writing business activity summaries, managing complex financial transactions, ongoing management of horizontal interfaces with trading, operations, and compliance entities, and leading continuous efficiency and improvement processes in the service network.

Main Areas of Responsibility:

  • Ongoing and personal management of VIP business client portfolios, including advanced support for strategic clients.
  • Ongoing work management with senior levels in organizations and leading companies, including writing business activity summaries.
  • Accompanying the client throughout the lifecycle in the company, from the account opening stage, through performing complex operational requests (deposits, withdrawals, FX transfers, securities purchase, and guarantees) until full completion of the process.
  • Managing internal interfaces with operations, trading, regulation, and compliance departments to ensure continuity and service quality.
  • Identifying business and operational opportunities and leading initiatives to streamline and improve work and service processes.

Job Requirements:

  • Bachelor's degree in a relevant field – Mandatory.
  • Proven prior experience in business client management (B2B) – Mandatory (financial institutions, banks, or high-tech companies only).
  • Full command of English (high-level reading, speaking, and writing) – Mandatory.
  • Advanced command of Excel – Mandatory.
  • Full willingness to work overtime according to system needs – Mandatory.

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

Required Skills:

  • Proven occupational stability and high motivation for long-term professional development.
  • Developed professional judgment, full independence, and high business-operational orientation.
  • Ability for self-management under pressure, meeting tight deadlines, and precise prioritization of multiple tasks.
  • Excellent interpersonal skills and a proven ability to build trust and manage dialogue with senior levels.
  • Personal responsibility at the highest level and a proactive approach to the role.