יועץ.ת השקעות מתחיל.ה - לאחר התמחות
Core
Investment advisor role focused on building and optimizing client portfolios, identifying market opportunities, and providing ongoing financial guidance.
Role type
Junior Investment Advisor
Builds
Client investment portfolios and financial services
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio optimization, client acquisition, regulatory compliance, advanced banking services, relationship management
Responsibilities
Provide ongoing professional investment advice to clients, monitor and optimize client 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