יועץ.ת השקעות מומחה.ית - מרכז השקעות שפלה
Core
Providing ongoing and proactive investment advisory services to private and business clients.
Role type
Investment Advisor
Builds
Investment portfolios and financial products for clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment advisory license, portfolio management, client acquisition, business development, regulatory compliance (via careerplan.io/jobs/F8-004-E2-F6D-at-discount-bank)
Preferred skills
Advanced investment training, options writing, structured deposits, documentary products, 5+ years of advisory license, 3+ years of bank advisor experience
Technologies
Investment platforms, banking systems
Responsibilities
Monitor and control client investment portfolios, maintain continuous professional client relationships, recruit new clients and funds, deepen activity with existing clients, meet business targets, provide banking services to dealer clients, adhere to all regulations and procedures, continuously update professional knowledge