Senior Investor Advisor

Our client is a fintech start-up that passed from 4 to 55 collaborators in 7 years. With a current turnover exceeding 50 million euros.

Descrição da oferta

• Promote and present the brand of the Company;
• Role of information and advice to a clientele of private clients of every type (from retail to HNWI). During telephone or physical appointments:
• Information / explanation of our different types of investments;
• Follow the subscription process;
• Follow-up on the long-run.
• Manage a portfolio of clients closely;
• Find new ways to acquire clients;
• Suggest improvements to providea better service.

Perfil ideal

• At least 5 years in a similar role;
• Commercial Attitude - Based on reliability not on hard selling;
• Master banking/investment products (Funds, Life Insurance, Time-deposits, stocks, bonds, derivatives, etc.):
• How it works;
• Why do people invest in it;
• Tax liabilities;
• High sense of ethics and Client driven;
• Master and apply all compliance requisites need in the sector now a days. (MIFID).
• Excellent social and commercial skills;
• Presentation and communication adapted to high net worth clients;
• Wish to get involved in an innovative and ambitious structure;
• Important sense of commitment and autonomy.

Vantagens

A good opportunity for your professional development.

Contacto: 

Francisco Almeida

Referência da Oferta: 39430