יועץ.ת השקעות בכיר.ה דובר.ת צרפתית
Core
Provide ongoing professional investment advice, manage and optimize client portfolios, and deliver advanced banking financial services.
Role type
Senior Investment Advisor (French-speaking)
Builds
Client investment portfolios and advanced financial products
Domain
Banking and Wealth Management (via careerplan.io/jobs/F8-004-6C-E43-A1-400-job)
Deliverable
client delivery
Required skills
Investment licensing, advanced financial instruments knowledge, analytical thinking, regulatory compliance
Preferred skills
5+ years license experience, 3+ years bank experience, complex product structuring
Technologies
None stated
Responsibilities
Provide ongoing investment advice, monitor and optimize portfolios, acquire new clients, deliver advanced banking services, maintain client relationships, ensure regulatory compliance
Seniority
Senior, hands-on IC
