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 (French-speaking)
Builds
Client investment portfolios and financial products
Domain
Banking and Wealth Management (via careerplan.io/jobs/F8-004-6C-E43-job)
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 license experience, 3+ years bank investment advisor experience
Responsibilities
Provide ongoing professional investment advisory, Monitor and optimize client portfolios, Acquire new clients and deepen financial activity, Deliver advanced banking financial services, Maintain continuous professional client relationships, Ensure full compliance with regulations and bank policies
