Private and Institutional Wealth Management

1 day left

Michael Page
Porto (PT)
To be define
Oct 08, 2020
Oct 22, 2020
Job Function
Wealth Management
CFA Charterholder
Employment Type
Full Time

In order to reinforce its team, a leading financial institution is looking for a Private and Institutional Wealth Manager.

Sobre o nosso cliente

Our client is a leading financial institution.

Principais responsabilidades

  • Act as a trusted advisor for high-net-worth clients, institutional clients and family offices, offering them the most suited wealth solutions
  • Build and maintain a solid network of referrals and centers of influence
  • Participate in business development activities to identify, pursue and acquire new clients
  • Provide expertise regarding the available financial wealth management services and products
  • Partner across the organization to offer additional complementary products



Perfil desejado

  • Finance or Management Degree (international experiences will be valued)
  • 7 years of relevant experience in private banking/ wealth management services
  • Strong network and portfolio of UHNW and HNW clients in the North area
  • Great technical knowledge of banking and investment products
  • CFA or CEFA diplomas (preferential)
  • Highly developed communications style, with great ability to capture new clients - prospecting will be key
  • Strong ability to multi-task and work under pressure in a fast-paced atmosphere
  • Focus on goals, with strong commercial attitude
  • Fluent english speaker (Spanish will be valued)

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