Inbar Rafaeli
Account Manager
Tel Aviv
Summary
Proactive Account Manager with a strong track record in client management, financial planning, and trading operations. Skilled in equity services, regulatory compliance, and building lasting client relationships to drive satisfaction and growth.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
2
2
Languages
Work History
Account Manager
IBI Capital
12.2023 - Current
- Managed and oversaw portfolios of VIP clients, ensuring optimal returns and high levels of satisfaction
- Delivered tailored financial planning solutions, guiding clients on equity services and tax regulations
- Collaborated with the VIP Nasdaq team, working closely with corporate executives and significant shareholders
- Maintained compliance with tax regulatory standards, ensuring accuracy and transparency in all interactions
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
Trading Operations & Client Services
IBI Capital
12.2022 - 12.2023
- Maintained ongoing communication with clients and leading companies in Israel and globally.
- Executed trade orders across various stock exchanges with precision and efficiency.
- Assisted in managing client portfolios, ensuring seamless transaction processing.
Education & Knowledge Coordinator
8153 | IDF
01.2017 - 01.2019
- Responsible for the education and enrichment of over 2,000 soldiers
- Organized and executed military ceremonies, unit events for soldiers, professional soldiers, and their families
- Managed budgets, schedules, and documentation
- Entered data, generated reports, and produced tracking documents.
Education
Bachelor of Arts - Economics, Business
Tel Aviv University
Tel Aviv, Israel 10.2020 - 10.2023
Skills
- Microsoft Office
- Excel
- Database Management
- Customer Relationship Management (CRM)
- R Software
- Organizational skills
- Teamwork
- Account management
Military Service
Intelligence Corps - Technological Unit 8153, 01/01/17, 12/31/19, Education & Knowledge Coordinator, Organized and executed military ceremonies, unit events for soldiers, professional soldiers, and their families., Managed budgets, schedules, and documentation., Maintained regular contact with unit commanders.
Timeline
Account Manager
IBI Capital
12.2023 - Current
Trading Operations & Client Services
IBI Capital
12.2022 - 12.2023
Bachelor of Arts - Economics, Business
Tel Aviv University
10.2020 - 10.2023
Education & Knowledge Coordinator
8153 | IDF
01.2017 - 01.2019
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