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Private Banking

 
UMTB focuses on providing overseas residents with dedicated services at designated international banking centers.

Our team will provide service and advice that stem from personal experience as well as top-notch banking expertise.​
 
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​​​​​​UMTB’s services for overseas residents are concentrated in several core branches to provide you an optimal experience.​​​​
 

​​Changing times. Changing needs.

At UMTB, we understand that your banking needs can’t be addressed with a one-size-fits-all approach. As an international customer based outside Israel, you not only need but expect more: first-class service that speaks your language and handles international customers just as smoothly as local ones.
It makes a real difference to put your trust in experienced bankers who genuinely understand your needs and concerns. 
There is no risk of your needs being misunderstood, however slightly, or lost in the shuffle. UMTB provides a variety of financial products and services, including support for all issues that have particular importance to your private and business transactions. Our international regulatory standards and knowledge are second to none, ably supported by our overseas branches and analysts.

 

UMTB - A Base for Your Savings

private bankingIn fluctuating markets and an uncertain geopolitical climate, Israel is viewed by many as a safe port in an economic storm. UMTB is well regarded as Israel’s most conservative bank and provides its customers with the security and stability they seek. 
UMTB (United Mizrahi-Tefahot Bank) is one of the largest and fastest-growing banks in Israel. Delivering unwavering, highly efficient professionalism throughout our entire service spectrum, UMTB represents all the best advantages of the Israeli economy and banking system, while adapting them to the needs of overseas residents. 
Our foremost intention is to establish fruitful long term relationships with each of our customers – relationships built on understanding and trust. In this way, we are ideally positioned to help you accomplish your financial goals, however diverse and complex they may be.

 

Always by Your Side

private bankingUMTB’s services are available via phone and secure email, but we feel it is always worthwhile to meet in person whenever possible. What a difference it makes to discuss your needs with someone from your own home country, in your native language, without the need to painstakingly translate and explain.

We understand not only your language, but also your culture and what you expect from a world class, proactive banking experience. Documents are available in English for your convenience and complete peace of mind. It’s the best way to organize your finances in Israel, as well as to acclimate to the Israeli banking environment if and when you yourself make Aliyah.

 

Olim Chadashim

private bankingUMTB is ready and able to advise you on every banking matter, including those most familiar to Olim Chadashim – mortgages, checking accounts, car loans, credit cards, and all other banking products. Every detail matters as much to us as it does to you, even with what are conventionally regarded as “basic” transactions. When you are doing business abroad or moving to a new country, nothing can be left to chance. 
We are professionally and personally familiar with the financial challenges and risks faced by overseas residents, attending to all compliance issues and any issue relating to holding multi-currency, financial or other assets.

 

Welcome Home!

private bankingOur private banking team is always available to provide additional information about UMTB’s new specialist branches and consult with you on your individual banking needs. 



​Whether you’re a current or prospective customer, please don’t hesitate to contact us at: www.umtbmortgages.com
In addition, we welcome you to visit our web site at: www.umtbprivatebanking.com.
 
For further information please contact Jay Jacobs, business development manager,International Private Banking. 

Email: jacobsj@umtb.co.il       

Tel: 026755363, 0525690685.

 

For further information regarding special mortgages for properties in Israel, you are welcome to contact us at: 
9 Heleni Hamalka St, Jerusalem 
Tel: 02-6755944 
Fax: 02-6755210 
Email: levinskim@umtb.co.il​​​​​​​​​​​
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