Eran Eis
Petah Tikva,Israel
Summary
After 16 years in the finance industry, I have decided to make a career change to challenge and fulfill myself professionally. Seeking a position that will allow to grow and develop, leveraging extensive experience in finance while exploring new opportunities. I am passionate about continuous learning and am eager to bring analytical skills, attention to detail, and strategic thinking to a new field.
Overview
16
16
years of professional experience
Work History
Investment Advisor
Discount Bank
11.2012 - Current
- Time management, task prioritization, multitasking, meeting business and regulatory targets
- Monitoring and controlling clients’ investment portfolios, maintaining continuous professional relationships
- Fundraising from new clients, deepening activities with existing clients
Investment Portfolio and Mutual Fund Marketer
Sigma Investment House
01.2009 - 01.2012
- Marketing mutual funds and portfolio management
- Preparing presentations for investment advisors and delivering professional content
- Creating marketing materials for mutual funds and meeting with potential clients
Education
Data Analyst Course -
BDO
Israel12.2024
MBA -
Ariel University
Isreal09.2012
B.A. in Banking and Capital Markets -
Netanya Academic College
Israel07.2008
Investment Portfolio Manager License -
Israel Securities Authority
Isreal01.2008
Skills
Problem-solving skills
Creative Thinking
Verbal and written communication
Customer Service-Oriented
Timeline
Investment Advisor
Discount Bank
11.2012 - Current
Investment Portfolio and Mutual Fund Marketer
Sigma Investment House
01.2009 - 01.2012
Data Analyst Course -
BDO
MBA -
Ariel University
B.A. in Banking and Capital Markets -
Netanya Academic College
Investment Portfolio Manager License -
Israel Securities Authority
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