סקירה כללית
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
דרישות המשרה
* 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
– man
