יועצ.ת השקעות מומחה
Core
Providing ongoing investment advisory and proactive portfolio management for individual and business clients.
Role type
Senior Investment Advisor (via careerplan.io/jobs/F8-004-DD-74F-job)
Builds
Client investment portfolios and banking services for business clients
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Investment advisory licensing, portfolio management, client acquisition, regulatory compliance, banking operations
Preferred skills
5+ years of investment advisory experience, 3+ years of in-house banking experience
Technologies
Investment management platforms, banking systems
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 requirements