יועץ.ת השקעות בכיר.ה דובר.ת צרפתית
Core
Providing ongoing professional investment advisory, portfolio management, and advanced banking services to clients.
Role type
Senior Investment Advisor
Builds
Client portfolios and financial products
Domain
Banking and Wealth Management
Deliverable
client delivery (via careerplan.io/jobs/F8-004-6C-E43-41-40C-at-discount-bank)
Required skills
Investment advisory license, French fluency, Hebrew fluency, Bachelor's in Finance/Business, Advanced financial instruments knowledge
Preferred skills
5+ years license experience, 3+ years bank experience, Analytical thinking
Technologies
None stated
Responsibilities
Provide ongoing investment advisory, Monitor and optimize client portfolios, Acquire new clients and deepen existing relationships, Deliver advanced banking services, Maintain continuous client contact, Ensure regulatory compliance
