Wealth Management Expert

hace 3 semanas


Barcelona, Barcelona, España Flanks A tiempo completo

About Flanks


Flanks is a pioneering fintech company revolutionizing the wealth management industry by simplifying and streamlining financial services for banks, family offices, and wealth managers. Our innovative SaaS platform provides a comprehensive view of clients' financial assets in one place.


Founded in 2019 in Barcelona, we've assembled a team of passionate wealth management and tech professionals dedicated to transforming the industry. Backed by €9.8 million in investment, we're rapidly growing and expanding our presence globally.


Our Values



  • People First - Our team's well-being and growth are paramount.
  • Keep Growing - We encourage personal and professional development for every Flanker.
  • Think Twice, Act Once - We prioritize thoughtful decisions that benefit both our team and clients.

About the Role


As a Wealth Management Banking Consultant, you'll be a key member of our dynamic team reshaping the wealth management landscape. 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.


Your Key Responsibilities



  1. Provide expert banking advice to clients, tailoring wealth management solutions to their specific requirements.
  2. Deliver tailored demos and presentations showcasing our product's ability to address industry-specific challenges.
  3. Contribute to market expansion by identifying new business opportunities and supporting the growth of our wealth management presence in the UK market.
  4. Leverage your banking background to assist the sales team in understanding client challenges and translating them into tailored product solutions.

What We're Looking For


We're seeking an experienced professional with:



  • A background in private banking, wealth management, or financial advisory.
  • A strong understanding of the wealth management markets in the UK and/or Ireland.
  • Native English fluency.
  • A deep knowledge of financial products, investment strategies, and regulatory requirements in the UK/Ireland markets.
  • Excellent communication and teamwork skills.

The Ideal Candidate


We're looking for a seasoned wealth management professional with a passion for innovation and a drive to make a meaningful impact. If you're excited about shaping the future of wealth management, we'd love to hear from you


Salary: £60,000 - £80,000 per annum


Location: UK (with flexibility for remote work)



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