יועץ.ת השקעות בכיר.ה - בנקאות פרטית ת"א
Core
Senior investment advisor leading advisory activities for private and corporate clients, managing investment portfolios, and providing advanced financial services.
Role type
Senior IC investment advisor (via careerplan.io/jobs/F8-004-B4-271-at-discount-bank)
Builds
Investment portfolios and advanced financial products for private and corporate clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory license, portfolio management, advanced financial instruments, regulatory compliance, client relationship management
Preferred skills
Bachelor's degree in Finance/Business, 2+ years as investment advisor, 5+ years license + 3 years bank experience, analytical thinking
Technologies
None stated
Responsibilities
Provide ongoing professional investment advice, monitor and optimize investment portfolios, acquire new clients and deepen financial activity with existing clients, deliver advanced banking financial services, maintain continuous personal contact with clients, ensure full compliance with regulations and bank procedures