יועץ.ת השקעות מומחה.ית - מרכז השקעות ירושלים והדרום
Core
Providing ongoing investment advisory and initiation services to individual and business clients. (via careerplan.io/jobs/F8-004-31-F64-job)
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
Preferred skills
Business banking services, off-exchange transactions
Technologies
Banking systems, investment platforms
Responsibilities
Monitor and control client investment portfolios, deepen activity with existing clients and acquire new clients, provide banking services including business banking, transfer of investment portfolios, and off-exchange transactions, meet business targets and regulatory guidelines
Seniority
Mid-level, licensed professional