Private Banker

Company Description

SKN Finance Portal is a growing financial innovation portal in Israel, dedicated to providing financial information and tools to the public. Acting as a bridge between investors and the world of investments, the portal offers articles and professional content written by experts in finance, pensions, alternative investments, and more. The information on the portal is accessible, clear, and always available to make the financial world friendly to users.

This is a full-time on-site role for a Private Banker based in Tel Aviv-Yafo. The Private Banker will be responsible for managing client portfolios, conducting financial planning, providing investment advice, and executing asset allocation strategies on behalf of clients.

• Financial Planning, Investments, and Private Banking skills
• Experience in Asset Allocation
• Strong knowledge of Finance
• Excellent analytical and decision-making skills
• Ability to build and maintain client relationships
• Relevant Bachelor's degree in Finance, Economics, Business, or related field
• Professional certifications such as CFP, CFA, or equivalent are a plus