Senior Investor Advisor

Recruitment Firm - Michael Page
Lisbon (PT)
EUR 40,000 - EUR 45,000
Jan 11, 2019
Feb 10, 2019
Industry Sector
Employment Type
Full Time

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.


A good opportunity for your professional development.


Francisco Almeida

Referência da Oferta: 39430