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Client portfolios Manager for the investor department at Be The Bank · Trevo
🚀 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)