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Private and Institutional Wealth Management (M/F)

Michael Page Portugal

07.10.2020 | Porto | Referência: 2010900


Private and Institutional Wealth Management  (m/f)

Referencia: 45911/001
Adicionado em 07.10.2020
Sobre os nossos clientes
Our client is a leading financial institution.

Descriçăo da oferta

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

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)

Benefícios adicionais

Uma boa oportunidade para o seu desenvolvimento profissional.

O que procuramos
Private, wealth, bank, investment
Contacto da Michael Page
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