Wealth Management Banking Consultant
hace 3 semanas
.A little bit about FlanksFlanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place.Founded in 2019 and based in Barcelona, we've brought together a team of passionate wealth management and tech pros, all with a shared goal: to change how wealth management is done. Backed by €9.8 million in investment, we're growing fast, and we're not stopping anytime soonWhat we stand for:People First – our team comes first. We want every Flanker to feel at home, engaged, and part of something bigger.Keep Growing – as the company grows, so should you. We're all about personal and professional development here.Think Twice, Act Once – we believe in thoughtful decisions, considering the impact on both our team and our clients before taking action.If you're looking for a place where you can grow and make an impact at a fast-paced, exciting fintech startup, this might just be the place for youAbout the roleAs a Wealth Management Banking Consultant, you'll be a key part of a dynamic team reshaping the wealth management industry. Reporting directly to the CRO within the Revenue team, you'll play a crucial role in helping potential clients find tailored solutions that meet their unique needs. With your deep understanding of the industry, you'll add real value throughout the sales process by building genuine connections with clients. You'll also be a go-to resource for the team, offering insights on industry trends and ensuring that our proposals and strategies are aligned and impactful.What you'll doHere are some of the things you can expect to be involved in:Client advisory: use your banking expertise to advise clients and help tailor wealth management solutions that meet their needs.Present solutions: deliver tailored demos and presentations that showcase our product's ability to address industry-specific challenges.Market expansion: help identify new business opportunities and contribute to the expansion of our wealth management presence in the UK market.Sales collaboration: leverage your banking background to assist the sales team in understanding client challenges and translating them into tailored product solutions.What we'd love to seeExperience in Banking/Wealth Management: you must have a background in private banking, wealth management, or financial advisory.Market knowledge: strong understanding of the wealth management markets in the UK and/or Ireland.Native English speaker: fluency in English is essential.Deep knowledge of Financial Products: you should have a solid understanding of financial products, investment strategies, and regulatory requirements in the UK/Ireland markets.Team player: we believe in good vibes only—no jerks allowed.Strong communication skills: proven ability to engage with senior stakeholders
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Wealth Management Banking Consultant
hace 3 semanas
Barcelona, España Flanks A tiempo completo.A little bit about Flanks Flanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place. Founded in 2019 and based in Barcelona, we've brought...
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Wealth Management Banking Expert
hace 3 semanas
Barcelona, Barcelona, España Flanks A tiempo completoAbout FlanksFlanks is a pioneering fintech company that is revolutionizing the wealth management industry by making it more efficient and accessible for financial institutions. Our innovative SaaS platform provides a comprehensive view of clients' financial assets, empowering banks, family offices, and wealth managers to make informed decisions.Our MissionWe...
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Wealth Management Banking Expert
hace 3 semanas
Barcelona, Barcelona, España Flanks A tiempo completoAbout FlanksFlanks is a fintech company that is revolutionizing the wealth management industry by providing a simpler and more efficient platform for financial institutions. Our SaaS platform helps banks, family offices, and wealth managers get a clear picture of their clients' financial assets in one place.Our MissionWe believe in putting people first and...
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Wealth Management Banking Expert
hace 2 semanas
Barcelona, Barcelona, España Flanks A tiempo completoAbout FlanksFlanks is a fintech startup that's revolutionizing the wealth management industry by making it simpler and more efficient for financial institutions. Our SaaS platform provides a comprehensive view of clients' financial assets, all in one place. Founded in 2019, we've brought together a team of passionate wealth management and tech professionals...
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Wealth Management Banking Consultant
hace 3 semanas
Barcelona, España Flanks A tiempo completo.A little bit about FlanksFlanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place.Founded in 2019 and based in Barcelona, we've brought...
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Wealth Management Banking Specialist
hace 3 semanas
Barcelona, Barcelona, España Flanks A tiempo completoAbout the RoleWe are seeking a highly skilled Wealth Management Banking Consultant to join our dynamic team at Flanks. As a key member of our Revenue team, you will play a crucial role in helping potential clients find tailored solutions that meet their unique needs.Key Responsibilities Client advisory: use your banking expertise to advise clients and help...
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Wealth Management Banking Consultant
hace 3 semanas
Barcelona, España Flanks A tiempo completo.A little bit about Flanks Flanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place. Founded in 2019 and based in Barcelona, we've brought...
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Wealth Management Banking Consultant
hace 3 semanas
Barcelona, España Flanks A tiempo completo**A little bit about Flanks**: Flanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place. Founded in 2019 and based in Barcelona, we’ve...
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Wealth Management Banking Consultant
hace 3 semanas
Barcelona, España Flanks A tiempo completo**A little bit about Flanks**: Flanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place. Founded in 2019 and based in Barcelona, we’ve...
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Wealth Management Banking Expert
hace 3 semanas
Barcelona, Barcelona, España Flanks A tiempo completoAbout the RoleWe are seeking a highly skilled Wealth Management Banking Consultant to join our dynamic team at Flanks. As a key member of our Revenue team, you will play a crucial role in helping potential clients find tailored solutions that meet their unique needs.With your deep understanding of the wealth management industry, you will add real value...
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Wealth Management Banking Expert
hace 3 semanas
Barcelona, Barcelona, España Flanks A tiempo completoAbout the RoleWe are seeking a highly skilled Wealth Management Banking Consultant to join our team at Flanks. As a key member of our dynamic team, you will play a crucial role in helping potential clients find tailored solutions that meet their unique needs.With your deep understanding of the wealth management industry, you will add real value throughout...
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Wealth Management Banking Specialist
hace 3 semanas
Barcelona, Barcelona, España Flanks A tiempo completoAbout the RoleWe are seeking a highly skilled Wealth Management Banking Consultant to join our team at Flanks. As a key member of our dynamic team, you will play a crucial role in helping potential clients find tailored solutions that meet their unique needs.With your deep understanding of the banking industry, you will add real value throughout the sales...
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Wealth Management Banking Consultant
hace 3 semanas
Barcelona, España Flanks A tiempo completoDemocratising access to global information for the wealth management industry.A little bit about Flanks Flanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions.Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial...
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Wealth Management Banking Consultant
hace 3 semanas
Barcelona, España Flanks A tiempo completoA little bit about FlanksFlanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place.Founded in 2019 and based in Barcelona, we've brought...
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Wealth Management Banking Consultant
hace 3 semanas
Barcelona, España Flanks A tiempo completoA little bit about Flanks Flanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions.Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place.Founded in 2019 and based in Barcelona, we've brought...
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Wealth Management Banking Consultant
hace 2 semanas
Barcelona, España Flanks A tiempo completoA little bit about Flanks Flanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place. Founded in 2019 and based in Barcelona, we’ve...
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Wealth Management Banking Consultant
hace 3 semanas
Barcelona, España Flanks A tiempo completoA little bit about Flanks Flanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place.Founded in 2019 and based in Barcelona, we've brought...
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Wealth Management Banking Consultant
hace 3 semanas
Barcelona, España Flanks A tiempo completoA little bit about FlanksFlanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place.Founded in 2019 and based in Barcelona, we've brought...
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Wealth Management Banking Consultant
hace 2 semanas
Barcelona, España Flanks A tiempo completoA little bit about Flanks Flanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place. Founded in 2019 and based in Barcelona, we’ve...
-
Wealth Management Banking Consultant
hace 3 semanas
Barcelona, España Flanks A tiempo completoDemocratising access to global information for the wealth management industry.A little bit about Flanks Flanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions.Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial...
