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
• Previous experience in similar functions
• Interest for Financial Products and Services
• Great communication skills
• Proactive and polyvalent attitude
• Good domain of English

Benefícios adicionais

A great opportunity for professional development.