Pension Consultant

ONE ZERO Digital Bank

  • תל אביב
  • משרה קבועה
  • משרה מלאה
  • לפני 26 ימים
  • שלח בקשה בקלות
We are looking for a Pension Advisor Expert, who is a team player and passionate about building great products, to join our Pension team.As a member of the team, who should have an extensive understanding of pension advisory operation life-cycle and regulations for domestic pension plansYour Day-to-Day:
  • Manages the entire consultation process with the Customers
  • Offer a wide range of products and services tailored to the customer's need
  • Professional accompaniment of Customers while maintaining Continuous contact with them
  • Commit to results, report on progress and Present to the company executive management
  • explain complex information to Customers to make them aware of their options and to help them assess the relative merits of different schemes
  • At least 1 years portfolio manager versus clients (not Back office)
  • Valid consultant/pension agent's license
  • Full familiarity with the consultation process with customers: Needs Analysis, differentiation between different types of products, Recognition of the types of existing pension plans (savings / crush / individual plans, etc.)
  • Taxation in the pension world
  • Recognition of the processes and forms – joining, changes, mobility, etc.
  • High ability of written and oral expression
  • Ability to work in an advanced technological environment
  • Service Oriented

ONE ZERO Digital Bank