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 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 french speaking territories.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 french speaking territories.Native french speaker: fluency in French is essential.Deep knowledge of Financial Products: you should have a solid understanding of financial products, investment strategies, and regulatory requirements in the french speaking territories.Team player: we believe in good vibes only—no jerks allowed

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