יועץ.ת השקעות בכיר.ה דובר.ת צרפתית
Core
Provide ongoing professional investment advisory and portfolio management services to bank clients.
Role type
Senior investment advisor (client-facing) (via careerplan.io/jobs/F8-004-6C-E43-41-40C-job)
Builds
Personalized investment portfolios and advanced financial products for individual clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment advisory license, French fluency, Hebrew fluency, Bachelor's degree in Finance or Business Administration, Advanced financial instruments knowledge, Analytical thinking, Regulatory compliance
Preferred skills
5+ years investment license experience, 3+ years bank advisory experience
Responsibilities
Provide ongoing investment advice, monitor and optimize client portfolios, acquire new clients, deliver advanced banking services, maintain continuous client relationships, ensure regulatory compliance
