יועצ.ת השקעות מומחה
Core
Providing ongoing and proactive investment advisory services to private and business clients.
Role type
Investment Advisor
Builds
Client portfolios and banking services for dealer clients
Domain
Banking and Financial Services (via careerplan.io/jobs/F8-004-DD-74F-at-discount-bank)
Deliverable
client delivery
Required skills
Investment advisory license, portfolio management, client acquisition, banking services, regulatory compliance
Preferred skills
5+ years of investment advisory license, 3+ years of experience as a bank advisor
Technologies
N/A
Responsibilities
Monitor and control client investment portfolios, deepen activity with existing clients and acquire new clients, provide banking services including cash management and off-exchange transactions, meet business targets and regulatory guidelines
Seniority
Mid-level professional