Private Banker – Israel Market
Listed on 2026-06-23
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Finance & Banking
Banking & Finance, Financial Consultant
Citi Private Bank is a trusted advisor to the world’s wealthiest, most influential individuals and families. The Private Banker role develops and delivers private and investment banking services to Ultra High Net Worth (UHNW) clients in the Israel market, defined as clients with USD 25+ million net worth.
Responsibilities- Build Client Relationships – Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Bank’s clients.
- Develop Client Solutions – Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs.
- Execute and Drive Results – Set challenging goals, regularly monitor progress and make adjustments to achieve objectives.
- Teamwork – Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
- Build & Maintain Relationships with Business Partners, Colleagues and Staff – Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues.
- Promote Integrity and Trust – Understand and communicate the risk involved with various investment strategies.
- Proven experience in the UHNW Private Banking, specifically covering the Israel market.
- Demonstrated track record in relationship acquisition.
- Proven success in building new business, prospecting for new clients, identifying opportunities and closing transactions.
- Extensive experience in selling new products based on client needs.
- Experience in working on teams and influencing diverse resources and stakeholders.
- Fluent English (written and spoken); knowledge of Hebrew is advantageous.
- Excellent relationship building skills.
- Thrives in a business development environment.
- Strong IT skills including Excel and Word.
- Creative and innovative.
- Able to multi‑task and prioritise.
- Strong awareness of risk and compliance.
- Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure.
- A discretionary annual performance‑related bonus.
- Private medical insurance packages tailored to personal circumstances.
- Employee Assistance Program.
- Pension Plan.
- Paid Parental Leave.
- Special discounts for employees, family, and friends.
- Access to an array of learning and development resources.
This is a Certified Role subject to the FCA and PRA Certification Regime. Employees are assessed under the Fit and Proper requirements through interviews, background checks, and other verifications.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, contact Accessibility w Citi’s EEO Policy Statement and the Know Your Rights poster.
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