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Relationship Manager- Bilingual Hebrew

New York, NY 10036 | Direct Hire

Post Date: 09/26/2017 Job ID: 12060 Industry: Relationship Manager - Corp.

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Relationship Manager -Bilingual Hebrew

(Expanding bank located in Manhattan)

The Relationship Manager is responsible for developing a portfolio of customer groups which includes
institutional, middle market companies and individual customers. Incumbent is required to maintain and expand
relationships with existing customers, as well as research and develop new relationships with prospective
customers in order to increase the size of the portfolio.
  Work with customers to develop new business for the Investment Services team (including time
deposits, cash management services, credit services, foreign exchange, etc.)
  Manage client profitability and develop a profitable book of business by designing and implementing
various strategies based on the needs and goals of each client relationship.
  Research potential markets, develop client referral source and initiate contact with prospects to promote
and sell the Bank’ s products and services.
  Monitor investment portfolios to ensure alignment of asset allocation with client’ s investment objectives
and risk tolerance.
  Drive pricing strategies and target market initiatives for a full range of banking products.
  Collaborate with business line managers and other internal customers in product business development.
  Partner with team in developing and achieving the bank’ s business goals.
Manage and maintain contact with trading desks and keep up to date on product availability, rates etc.
EDUCATION: Bachelor’ s degree in Business, Accounting or Finance; MBA desirable.
LICENSES: Series 7 & 63
Superior sales/relationship management skills. Superior time management and organizational skills.
Strong PC skills – MS Office applications, specifically Word and Excel. Knowledge of Bloomberg Terminal.
Excellent skills in Hebrew & English: Candidate MUST BE Fluent in both written & verbal skills.
EXPERIENCE A minimum of 3-5 years related experience with investment products. A proven track record in
developing business opportunities. Strong knowledge of capital markets, financial instruments and economic /
investment principles.


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Franca Diona

Franca Diona has over 15 years of recruitment experience. She is a graduate of Iona College with a Bachelor of Arts specializing in public relations. She started her career in the music business working for major radio stations in the tri-state area. She furthered her career promoting the world-renowned musician Debbie Gibson. She utilized her skills expanding into the financial industry as a recruiter. Being a part of Adams Consulting Group has allowed Franca to broaden her craft by setting goals and striving to achieve them. She remains energetic and enthusiastic about getting the job done at ACG.

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