Investment Advisor | Leading Financial Institution

A leading financial institution is seeking an experienced Investment Advisor to provide professional investment advisory services, tailored financial solutions, and ongoing portfolio guidance to clients.

Key Responsibilities:

Provide personalized investment advice based on clients' financial objectives and risk profiles.

Manage and develop relationships with private and business clients.

Monitor investment portfolios and analyze financial market trends in Israel and internationally.

Identify business opportunities, attract new clients, and increase assets under advisory.

Ensure compliance with regulatory requirements and internal policies.

Requirements:

Valid Investment Advisory License issued by the Israel Securities Authority (ISA) - Mandatory.

Minimum 2 years of experience as an Investment Advisor - Mandatory.

Bachelor's degree in Economics, Business Administration, or a related field.

Strong knowledge of capital markets, investment products, and financial instruments.

Excellent analytical, communication, and interpersonal skills.

Strong business orientation and a client-focused approach.