יועץ.ת השקעות מומחה.ית - מרכז השקעות ירושלים והדרום
Core
Providing ongoing investment advisory and initiation services to private and business clients. (via careerplan.io/jobs/F8-004-31-F64-at-discount-bank)
Role type
Investment Advisor
Builds
Investment portfolios for individual and corporate clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory license, portfolio management, client acquisition, banking services, regulatory compliance
Preferred skills
5+ years of investment advisory license, 3+ years of bank advisor experience (Level 3)
Technologies
N/A
Responsibilities
Monitor and control client investment portfolios, deepen activity with existing clients and acquire new clients, provide banking services including cash management and off-exchange transactions, meet business targets and regulatory requirements
Seniority
Mid-level professional