Question
Full-time
5-10

יועץ.ת השקעות

11/17/2025

The role involves providing investment advice to private and business clients, conducting financial and marketing analyses, and managing investment portfolios while maintaining regular contact with clients. Additionally, it includes monitoring economic trends and changes in the capital market.

Working Hours

40 hours/week

Company Size

5,001-10,000 employees

Language

Hebrew

Visa Sponsorship

No

About The Company
Founded in 1935, Israel Discount Bank is a prominent financial institution with a rich history, establishing itself as a leading banking corporation in the region. Discount Bank caters to diverse customer segments, including households, small and mid-sized businesses, large corporations and institutes, and private banking offering a wide range of high-quality banking services tailored to each segment. Innovation and customer satisfaction are central to Discount Bank's mission, reflected in services such as a user-friendly website, SMS services, and a unique "Mafteah Discount" credit card that rewards home and business purchases. Discount Group operates abroad through IDB New York, the largest Israeli Bank operating overseas with branches in the New York area, Florida and California, focusing on the business-commercial sector and private banking. Holdings include Mercantile Discount Bank (MDB), specializing in services for small businesses, households, and local authorities. Discount Capital, Tafnit Discount Asset Management, and PayBox are integral components of the Discount Group, enhancing the array of financial solutions provided. Discount Bank is deeply committed to community involvement and supports social mobility through education and work initiatives, positively impacting Israeli society. The bank actively collaborates with FinTech companies to deliver cutting-edge financial services tailored to customer needs. Discount Bank's strategic plan for 2021-2025 focuses on solidifying its position as a top-tier financial institution, delivering value to both shareholders and customers. At its core, Discount Bank remains dedicated to community involvement and significantly contributes to social and cultural projects, aligning with its commitment to creating a positive impact on society.
About the Role

בנק דיסקונט מגייס יועץ.ת השקעות לבנקאות פרטית במרכז הארץ.

התפקיד כולל: 

  • מתן ייעוץ השקעות ללקוחות פרטיים ועסקיים.
  • ביצוע ניתוחים פיננסיים ושיווקיים והתאמת פתרונות השקעה מותאמים אישית.
  • ליווי וניהול תיקי השקעות תוך שמירה עלך קשר שוטף עם הלקוחות. 
  • מעקב אחר מגמות כלכליות ושינויים בשוק ההון.

העבודה בהתאם לשעות פעילות המרכז.




Requirements

  • תואר ראשון בכלכלה/ מנהל עסקים
  • רשיון לייעוץ השקעות מטעם הרשות לנירות ערך- חובה
  • וותק של 3 שנים כיועצ.ת השקעות- חובה


 


Key Skills
Investment ConsultingFinancial AnalysisClient ManagementMarket TrendsPersonalized Investment SolutionsBusiness AnalysisEconomic TrendsPortfolio Management
Categories
Finance & AccountingConsultingSalesCustomer Service & SupportManagement & Leadership
Apply Now

Please let Discount Bank know you found this job on InterviewPal. This helps us grow!

Apply Now
Prepare for Your Interview

We scan and aggregate real interview questions reported by candidates across thousands of companies. This role already has a tailored question set waiting for you.

Elevate your application

Generate a resume, cover letter, or prepare with our AI mock interviewer tailored to this job's requirements.