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Client portfolios Manager for the investor department at Be The Bank

Netanya, Center District, Israel -

Full Time

Start Date

Immediate

Expiry Date

18 Jul, 26

Salary

25000.0

Posted On

19 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Finance, Portfolio management, Upselling, Communication skills, Interpersonal skills, Persuasion, Multitasking, Outbound calling

Industry

Financial Services

Description

🚀 We're hiring! BTB Israel is growing, and we're looking for a talented Client Portfolio Manager to join our Investors Department. If you’re passionate about sales, finance, and working in a fast-paced, innovative environment – we want to meet you! What you’ll do: Make outbound calls to warm leads – no cold calling! Conduct portfolio reviews for existing clients. Perform upselling based on client needs and investment goals. Why BTB? We offer a vibrant, innovative, and tech-driven work environment, where the sky’s the limit. Join a young and dynamic team in a rapidly growing company! What you’ll get: Base salary + uncapped commission (monthly earning potential of 15K–25K ILS) Monthly meal pay of 1,000 ILS. 14 vacation days per year Beautiful, high-end offices in Netanya - (5-minute walk from Netanya Sapir train station). Full-time | Netanya | On-site | Hours: Sunday–Thursday, 9:00–18:00. Requirements Proven experience in phone-based sales – a must Background in finance – advantage Strong interpersonal and communication skills Persuasive, driven, and great at multitasking

Responsibilities

The role involves managing client portfolios by conducting reviews and performing upselling based on investment goals. You will also be responsible for making outbound calls to warm leads to drive business growth.