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Open nowFirst seen 4 days ago

יועץ.ת השקעות למרכז השקעות השפלה בראשל"צ

dbank/f8.00476 open roles

Where
Rishon LeTsiyon
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On site
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Your applicationOpen nowיועץ.ת השקעות למרכז השקעות השפלה בראשל"צdbank/f8.004 · Rishon LeTsiyon
  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on dbank/f8.004's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. dbank/f8.004 postings stay open a median of 2 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 4 days ago

dbank/f8.004 median: 2 days open

The posting

בנק דיסקונט מגייס יועצי.ות השקעות למרכזי ההשקעות.

העבודה כוללת: מתן ייעוץ השקעות שוטף ויזום ללקוחות פרטיים ועסקיים​

הכשרות נוספות כגון: נירות ערך מתקדם, מעו"ף, כתיבת אופציות, פיקדונות מובנים, מוצרי דוקו.

תחומי אחריות:

  • מעקב ובקרה אחר תיקי השקעות של הלקוחות מקבלי הייעוץ המשויכים אליו ושמירה על קשר בינאישי רציף, זמין ומקצועי
  • גיוס כספים ולקוחות חדשים
  • העמקת פעילות של לקוחות קיימים
  • עמידה ביעדים עסקיים
  • מתן שירותים בנקאיים לכלל לקוחות הדילר (חטיבה עסקית: מתן שירותים בתחום הפאסיבה ללקוחות החטיבה העסקית (העברת תיקי ניע, עסקאות מחוץ לבורסה וכו)
  • עמידה בכל כללי הנהלים והרגולציה
  • התעדכנות שוטפת במידע וידע מקצועי

המשרה ממוקמת בראשון לציון

Requirements

  • תואר ראשון בכלכלה/ מנהל עסקים.
  • רשיון לייעוץ השקעות מטעם הרשות לנירות ערך - חובה
  • בעל רשיון ייעוץ לפחות 5 שנים וותק של לפחות 3 שנים יועץ בבנק(לרמה 3)- יתרון
  • המשרה דורשת רוטציה כל 9 שנים.
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