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Investment Consultant - Private Banking | Guimarães (M/F)

Michael Page Portugal

07.04.2021 | Braga | Referência: 2019612


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Investment Consultant - Private Banking | Guimarães  (m/f)

Referencia: JN -032021-2179838
Adicionado em 07.04.2021
Sobre os nossos clientes
Our client is a reference company in the investment banking sector.

Descriçăo da oferta

We are looking for an Investment Consultant to join the Personal Wealth Management team of our client.

Principais responsabilidades

  • Client attraction and management
  • Adjustment of the offer and investment alternatives according to the patrimony and profile of customers
  • Ensuring the fulfilment of the administrative procedures necessary for the operations carried out
  • Providing a service of excellence in the continuous monitoring of the financial needs and objectives of customers

Perfil desejado

  • Higher Degree in Finance or similar areas
  • 2 years experience in similar functions
  • Interest for Financial Products and Services
  • Great communication skills
  • Proactive and polyvalent attitude
  • Good domain of English

Benefícios adicionais

Uma boa oportunidade para o seu desenvolvimento profissional.



O que procuramos
investment consultant, banking, wealth management
Contacto da Michael Page
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