יועץ.ת השקעות מומחה.ית - מרכז השקעות ירושלים והדרום
Core
Providing ongoing investment advisory and initiation services to individual and business clients.
Role type
Investment Advisor
Builds
Investment portfolios and banking services for clients
Domain
Finance / Investment Advisory
Deliverable
client delivery
Required skills
Investment portfolio management, client acquisition, banking services, regulatory compliance (via careerplan.io/jobs/F8-004-31-F64-33-405-job)
Preferred skills
Business banking services, off-exchange transactions
Responsibilities
Monitoring and controlling client investment portfolios, deepening activity with existing clients and acquiring new clients, providing banking services including business department services and off-exchange transactions, meeting business targets and regulatory guidelines