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-job)
Builds
Personalized investment portfolios and advanced financial solutions for private and corporate clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory license, portfolio management, advanced financial instruments knowledge, regulatory compliance, client acquisition, analytical thinking
Preferred skills
2+ years as investment advisor, 5+ years license + 3+ years in a bank, knowledge of structured deposits and OTC transactions
Technologies
None stated
Responsibilities
Provide ongoing professional investment advisory, 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
