Job Description:
Succeeding in a fast-paced, dynamic environment, you will be the key to building and maintaining long-term relationships with high-value clients. You will work closely with internal teams to deliver exceptional client service and drive business growth.
Key responsibilities include managing and maintaining client relationships, identifying cross-selling opportunities, and collaborating with internal teams to enhance client engagement and service delivery.
* Client Relationship Management: Build and maintain strong relationships with high-value clients, understanding their needs and providing tailored financial solutions.
* Cross-Selling Opportunities: Identify opportunities to sell additional services to existing clients and propose new services aligned with their needs.
* Team Collaboration: Collaborate with internal teams to enhance client engagement and service delivery.
Required Skills and Qualifications:
* Education: University degree in Finance or related field.
* Experience: 5-10 years of relevant experience in a ManCo/AIFM, asset manager, or Big 4 advisory.
* Skills: Strong analytical mindset, excellent organisational and communication skills, ability to work independently and manage multiple priorities.
Benefits:
* New Project: Be part of a new project implementing its hub in Porto.
* Dynamic Work Environment: Work in a fast-paced, dynamic environment with opportunities for growth and development.
Others:
* Fluency in English: Fluency in English is essential for this role.
* CRM Software Experience: Experience with CRM software is a plus.