Private Client Portfolio Manager - position no. 1562

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

Responsibilities:

• The role includes responsibility for the investment policy and ongoing client relationship management.
• Holistic management of client needs and deepening the relationship with him.
• Active involvement in investment committees.
• Opportunities to manage activities in various and interesting fields.

This is a full-time position, Sunday to Thursday, with additional hours as needed.

Qualifications:

• Relevant bachelor's degree- mandatory.
• Portfolio management license \ investment marketing- mandatory.
• At least two years of experience in investment advisory and/or investment management within banks or financial institutions – mandatory.
• Familiarity with the Danel system- advantage.

Core skills:

• High interpersonal communication skills.
• High expression skills.
• Service-oriented.
• Representative appearance.