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Business Development
Title:Relationship Manager
Company:IDB Capital
Location:Beverly Hills, CA
Description:Company Information
Israel Discount Bank of New York, also known by its registered service mark, "IDB Bank", is a full service commercial bank chartered by the State of New York and a member of the Federal Deposit Insurance Corporation (FDIC). Our liquidity and capital ratios are strong, and we are ranked by Crain's New York Business as the 14th largest commercial bank in the New York area. the Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment or any other legally protected category in accordance with applicable federal, state and local law.

Job Summary:
Manage ongoing relationships with key high net worth individuals and business owners. Develop new business relationships, as well as broaden existing relationships in order to increase the depository and the investment portfolios of the bank's clients. Be able to sell Bank's and investments products, as well as manage the day to day Private Banking services. Being responsible for developing and servicing all aspects of investment management relationships, including profiling prospective clients, analyzing needs and recommending appropriate strategies.
Responsibilities:Job Description:
  • Provide all private banking services to domestic private banking clients.
  • Place emphasis on building relationships and participate in the development of new solutions tailored to client needs.
  • Anticipate and create opportunities for enhancing client relationships
  • Develop new business and expand current deposit and investment portfolios.
  • Market the bank's products as well as brokerage and investment management products.
  • Review individual account relationships to determine the banking and investment needs of the clients.
  • Manage daily client transactions, responds to general account inquiries accurately and expediently
  • Identify cross-selling opportunities and redirect to appropriate departments in the bank
  • Analyze investment mix in clients' portfolios to ensure that the asset allocations meet the investment objectives
  • Responsible for meeting with existing clients to reviewing portfolios and investment results while continuing to assess needs and recommended changes as appropriate
  • Adhering to the guidelines set by the Compliance Department
  • Work on special projects, when requested by the Manager/ Supervisor.
  • Must be able to communicate clearly and multi task in a very fast paced work environment where set deadlines must be met.
Requirements:Minimum Requirements:
  • Series 7 & 66
  • Bachelor's Degree
  • Four or more years of experience as a Private Banker/ Relationship Manager with strong business development, communication skills, sales and origination capabilities.
  • Contacts with local business and banking community with emphasis on experience in marketing and bringing in new businesses.
  • Self starter with the ability to multi task and prioritize.
  • Excellent interpersonal and communications skills both written and oral.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time as needed. 2017/07
Contact Info:Gal Ben-Naim
Expiration Date:11/21/2017

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