Financial Industry Transformation Specialist
hace 3 semanas
About Flanks
Flanks is revolutionizing the wealth management landscape by simplifying and streamlining processes for financial institutions. Our innovative SaaS platform empowers banks, family offices, and wealth managers to gain a comprehensive view of their clients' financial assets in one place.
Founded in 2019 and headquartered in Barcelona, we've assembled a team of passionate wealth management and tech professionals united by a shared mission: to transform the wealth management industry.
We're backed by €9.8 million in investment and are rapidly expanding, with no signs of slowing down.
Our core values:
- People First: We prioritize our team's well-being, fostering an inclusive environment where everyone feels valued and engaged.
- Keep Growing: As the company grows, so should you. We offer opportunities for personal and professional development, ensuring you stay ahead in your career.
- Think Twice, Act Once: We believe in thoughtful decision-making, carefully considering the impact on both our team and clients before taking action.
About the Role
As a Wealth Management Banking Consultant, you'll be a key member of our dynamic team reshaping the wealth management industry. Reporting directly to the CRO within the Revenue team, you'll play a pivotal role in helping potential clients find tailored solutions that meet their unique needs. With your deep understanding of the industry, you'll add significant value throughout the sales process by building genuine connections with clients. You'll also serve as a trusted resource for the team, offering insights on industry trends and ensuring that our proposals and strategies are aligned and impactful.
Key Responsibilities:
- Client advisory: Utilize your banking expertise to advise clients and help tailor wealth management solutions that cater to their needs.
- Presentation of solutions: Deliver tailored demos and presentations showcasing our product's ability to address industry-specific challenges.
- Market expansion: Assist in identifying new business opportunities and contributing to the growth 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.
Requirements and Qualifications:
We're seeking a candidate with:
- A background in private banking, wealth management, or financial advisory.
- Strong market knowledge of the UK and/or Ireland's wealth management markets.
- Fluency in English (Native speaker preferred).
- Deep knowledge of financial products, investment strategies, and regulatory requirements in the UK/Ireland markets.
- Excellent communication skills, with proven ability to engage with senior stakeholders.
Salary Estimate:
We offer a competitive salary of approximately £60,000 - £80,000 per annum, depending on experience and qualifications.
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