Portfolio Manager for the International Department- position no. 1603

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:

• Ongoing client relationship management
• Needs assessment and client profiling
• Portfolio monitoring and control
• Execution of transfers

This is a full-time position

Qualifications:

• Portfolio management / investment advisory license - mandatory
• Experience in portfolio management or investment advisory - mandatory
• High level of English - mandatory
• Experience in client facing roles - mandatory
• Background in international investments - a significant advantage

Core skills:

• Strong service orientation
• Responsibility, thoroughness, and high work ethic
• Operational and service oriented mindset
• Independence and strong interpersonal skills
• High level of organization and ability to work independently