Experience

Neto Finance

• Israel
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Apr 2021 - Present

  • Analyze clients’ financial status. • Assist clients in achieving their financial goals, from saving to investing to retirement planning. • Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances. • Acting as a liaison between the client and other financial professionals. • Maintain updated knowledge of regulations, practices, and financial products. • Analyze clients’ financial status. • Assist clients in achieving their financial goals, from saving to investing to retirement planning. • Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances. • Acting as a liaison between the client and other financial professionals. • Maintain updated knowledge of regulations, practices, and financial products.



Bank Hapoalim בנק הפועלים

• Banking
• 700 & Above Employee

• • May 2016 - May 2020

  • Providing a phone and frontal investment consulting service to the Bank's clients.• Handling the clients' investment activity while monitoring and controlling it. Expanding activities and investing in various channels for existing clients, and recruiting new clients.• Ongoing overview, analysis, and examination of investment various products.

• • May 2014 - May 2016

  • Providing telephone service for Bank's clients while meeting service and sales goals.• Training and coaching new bankers and providing professional support to staff members.



Northern Trophy LTD

• Branch Manager

  • May 2008 - May 2014

  • Selling and marketing the company's products. • Import and inventory management. • Staff management. • Selling and marketing the company's products. • Import and inventory management. • Staff management.