Wealth Management Banking Expert

hace 1 semana


Barcelona, Barcelona, España Flanks A tiempo completo

About Flanks

Flanks 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 Mission

We believe in putting people first and creating a work environment where everyone feels at home and engaged. We also believe in continuous growth and development, both personally and professionally. Our goal is to make thoughtful decisions that consider the impact on our team and clients.

About the Role

As a Wealth Management Banking Consultant at Flanks, you will be part of a dynamic team that is reshaping the wealth management industry. You will report directly to the CRO within the Revenue team and play a crucial role in helping potential clients find tailored solutions that meet their unique needs. With your deep understanding of the industry, you will add real value throughout the sales process by building genuine connections with clients.

Key Responsibilities

  • Client advisory: use your banking expertise to advise clients and help tailor wealth management solutions that meet their needs.
  • Presentation of 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.

Requirements

  • Experience 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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