Emprego
Meus anúncios
Meus alertas email de emprego
Fazer login
Encontrar um emprego Fichas de empresas
Procurar

Senior client advisor

Porto
beBeeClient
Anunciada dia 5 setembro
Descrição

Job Description



* Develop and maintain long-term relationships with high-value clients, understanding their needs and delivering tailored financial solutions.
* Serve as the primary point of contact, ensuring timely issue resolution and client satisfaction.
* Collaborate with internal teams to enhance client engagement and service delivery excellence.
* Lead regular service reviews and participate in board meetings, including minute-taking and action item assignment.
* Advise clients on sustainability and environmental social governance best practices, supporting their integration into business strategies.
* Facilitate communication across departments and oversee projects such as fund launches, liquidations, and migrations, ensuring seamless execution.
* Communicate project and service updates to stakeholders, including senior management and clients, providing clear visibility and transparency.
* Identify cross-selling opportunities and propose new services aligned with client needs, driving revenue growth and customer satisfaction.




Ideal Candidate Profile

* Bachelor's degree in Finance or related field.
* 5-10 years of relevant experience in a regulated environment, preferably in a Manager Company/Alternative Investment Fund Manager, asset manager, or Big 4 advisory.
* Strong understanding of Luxembourg regulatory framework, including AIFMD, UCITS, and CSSF Circular 18/698.
* Excellent organizational and communication skills, with ability to work independently and manage multiple priorities in a dynamic environment.
* Strong analytical mindset and attention to detail, with ability to analyze complex data and make informed decisions.
* Fluency in English, with proficiency in other languages an asset.
* Ability to work collaboratively with cross-functional teams, fostering a culture of collaboration and teamwork.
* Experience with CRM software, with ability to leverage technology to drive efficiency and effectiveness.




About Us

We are a forward-thinking organization dedicated to delivering exceptional client experiences and driving business growth. Our team is passionate about innovation, customer satisfaction, and making a positive impact in our community.




What We Offer

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our benefits package includes comprehensive health insurance, generous paid time off, and a competitive salary and bonus structure.




How to Apply

If you are a motivated and results-driven professional looking to join a dynamic team, please submit your application, including your resume and cover letter. We look forward to hearing from you!

Se candidatar
Criar um alerta
Alerta activado
Salva
Salvar
Ofertas parecidas
Emprego Porto
Emprego Distrito de Porto
Página principal > Emprego > Senior Client Advisor

Jobijoba Portugal

Encontre ofertas

  • Ofertas de emprego por função
  • Pesquisa de ofertas de emprego por sector
  • Empregos por empresas
  • Empregos por localização

Contacto / Parceria

  • Entre em contacto
  • Publique as suas ofertas no site Jobijoba

Menções legais - Menções legais e termos de utilização - Política de dados - Gerir os meus cookies - Acessibilidade: Não conforme

© 2025 Jobijoba Portugal - Todos os direitos reservados

Se candidatar
Criar um alerta
Alerta activado
Salva
Salvar