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Private Banking

Mizrahi Tefahot Bank offers professional Private Banking services specifically tailored to fit the needs of domestic clients as well as foreign residents from all over the world.
  
Our domestic clients are welcome to make use of our personalized professional Domestic Private Banking services.
 
Foreign residents can take advantage of numerous opportunities provided in Israel and around the world through Mizrahi-Tefahot’s International Private Banking Units.
 
We welcome you to visit our web site at www.umtbprivatebanking.com.
 

Domestic Private Banking 

Mizrahi-Tefahot Bank has created a system of professional and personalized Private Banking services for our high net-worth clients, bringing the full range of banking needs to your door. Personal attention combined with high skills and a tailor-made portfolio is the hallmark of Mizrahi-Tefahot Private Banking, which is made available to you through your Private Banking advisor.
 
 
The Best of the Best - At Your Fingertips
 
Our senior financial advisors, licensed by the Securities Authority of Israel, are highly experienced professionals with academic training and expertise in the various investment channels available through the Israeli and the international capital and financial markets.
 
Your personal advisor will handle all of your banking needs and requests. In addition to your daily banking requirements, he will provide you with comprehensive financial and investment advice based on the composition of your assets, your desired exposure level and liquidity requirements.
 
An advanced and specialized computer system for private banking provides you and your advisor with clearly displayed analyses of your financial activities. Market analysis and professional reviews are provided to the clients on a regular basis.
 
We strive to present you with flexible and individualized services, and will be happy to hear from you at our Private Banking Center.
 
for information please contact Leah Rosental Barda, Private Banking Center Manager at

 

  • Telephone: 972-76-8043725
  

 International Private Banking (IPB) 

Foreign residents can take advantage of numerous opportunities provided in Israel and around the world by Mizrahi-Tefahot International Private Banking Units.
 
Our private banking system utilizes specially trained senior financial advisors, through which all of your financial needs are met:
 
  • Global money markets and securities exchanges
 
  • International trade and commerce
 
  • Real-estate and mortgages
 
  • Trust services
 
  • Incomparable investment and economical advice
  
 

Deposits - High Interest Yield, Liquidity and Convertibility 

Services exclusively available to foreign residents include:
 
Deposits - High Interest Yield, Liquidity and Convertibility
 
Absolute confidentiality is assured, and funds can be transferred to any bank around the world at any time.
 
Deposits can be made in:
 
  • All convertible currencies
 
  • For periods ranging from 7 days to 5 years
 
  • Zero-coupon CD's
 
  • Baskets of favorable currencies
 
Our Brokers are at Your Service - Israeli and International Markets
 
Mizrahi-Tefahot Bank (UMTB) operates a computerized system for securities
transactions used by brokers on the Tel-Aviv Stock Exchange (TASE). Complemented by online international communications with major banks and with UMTB-affiliated dealing rooms, our professional brokerage services include:
 
  • Stocks
 
  • Commodities
 
  • Mutual funds
 
  • Foreign-currency trading
 
  • Bonds
 
  • Options and futures
 
  • Precious metals

 

Israeli Real Estate and Investment in Approved Enterprises
 
  • Special mortgages for properties in Israel. For further information, you are welcome to contact us at:
    9 Heleni Hamalka St, Jerusalem
    Tel: 02-6755944
    Fax: 02-6755210
    E-mail: levinskim@umtb.co.il
​​

  

Additional Banking Services Include
 
  • Convenient credit facilities
 
  • Support of international trade and commerce
 
  • Trust services
 
  • MasterCard, Visa, Diners and American Express cards
 
 
Mizrahi-Tefahot has branches​​ around the world for your service.
Our Israeli representatives will be happy to hear from you and provide you with all the infotmation you need.
     

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