We are partnering with a leading global online brokerage firm, renowned for its expertise in the US, European, and Asian stock markets.
With a dynamic and professional team, this organization is at the forefront of financial market services, offering innovative investment solutions to its growing client base.
As a Client Relationship Manager, you will play a pivotal role in building and maintaining strong relationships with high-net-worth clients, driving client satisfaction, and contributing to the company's success.
This is an excellent opportunity for an experienced professional who thrives in a fast-paced environment and has a passion for delivering exceptional client service.
Location: Lisbon, Portugal
Key Responsibilities:
Client Acquisition & Relationship Management: Attract new clients to the company while nurturing and strengthening relationships with existing ones.
Client Presentations: Conduct company and product presentations, highlighting available investment opportunities tailored to clients' goals.
Customized Client Strategies: Develop and implement personalized investment strategies for key clients based on their unique requirements and objectives.
Client Communication: Maintain regular communication with clients, providing updates on market trends, investment opportunities, and changes in strategy.
Issue Resolution: Address client queries and concerns efficiently, ensuring high satisfaction levels.
Administrative Support: Assist with client documentation, transaction processes, and the seamless exchange of information between clients and the company.
Market Representation: Represent the company at industry conferences and business communities, presenting investment products and building the brand's reputation.
Collaboration: Work closely with internal departments (marketing, analytics) to enhance the client experience and identify new opportunities.
Feedback Analysis: Gather and analyze client feedback to refine strategies and improve service delivery.
Reporting: Prepare reports on client interactions, market insights, and strategic outcomes to help define the company's ideal client profile.
Key Qualifications & Skills:
Experience: 2+ years of proven sales or client relationship management experience, preferably in financial services.
Presentation Skills: Strong ability to deliver impactful presentations to clients and stakeholders.
Education: Bachelor's or Master's degree in Marketing, PR, Finance, or a related field.
Languages: Fluency in Portuguese and English is essential.
Interpersonal Skills: Exceptional communication, negotiation, and relationship-building skills.
Adaptability: A proactive, solution-oriented mindset with the ability to thrive in a fast-paced, dynamic environment.
What's on Offer:
Work with an international market leader in financial services.
Competitive salary with a quarterly bonus of up to 100% of your gross salary based on performance KPIs.
Partial reimbursement of annual private insurance fees.
Engaging and challenging tasks with opportunities for professional development in a team of industry experts.
If you are a client-focused professional with a passion for financial markets and an entrepreneurial mindset, this role offers an exciting opportunity to contribute to a high-performing team.