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SP KariyerPosted 4 months ago

Yatırım Danışmanı

On-siteIstanbul, Istanbul, Turkey

Full TimeLicense Or CertificationSmall

Job Summary

Analyze client risk profiles and financial objectives to provide advisory services on stocks, bonds, funds, and other investment instruments. Monitor portfolio performance through regular reporting while tracking market trends and economic developments to formulate strategies. Acquire new clients and strengthen existing relationships by executing the sales processes for financial products and services.

Required Qualifications

  • Üniversitelerin ilgili bölümlerinden mezun (İşletme, İktisat, Finans vb.)
  • Sermaye piyasaları ve yatırım araçları konusunda bilgi sahibi
  • İlgili lisanslara sahip (Düzey 3 ve Türev Araçlar lisansları)
  • Analitik düşünme ve problem çözme becerisi yüksek
  • İletişim ve ikna kabiliyeti güçlü
  • Müşteri odaklı çalışma anlayışına sahip

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