Wealth Management Expert
hace 3 semanas
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
- Provide expert banking advice to clients, tailoring wealth management solutions to their specific requirements.
- Deliver tailored demos and presentations showcasing our product's ability to address industry-specific challenges.
- Contribute to market expansion by identifying new business opportunities and supporting the growth of our wealth management presence in the UK market.
- 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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