Asset Management Consultant
il y a 2 semaines
Job Opportunity
MBway is seeking a highly skilled Patrimoine Specialist to join its team. As a key member of the commercial and financial team, you will be responsible for managing and retaining a portfolio of clients, conducting financial analyses, and providing expert advice on asset management and risk assessment.
Key Responsibilities
Manage and maintain a portfolio of high-end clients, providing personalized service and support to meet their financial needs.
Conduct thorough financial analyses and create customized investment plans to help clients achieve their financial goals.
Develop and implement strategies to identify and acquire new high-end clients, expanding MBway's client base and revenue streams.
Collaborate with the commercial team to develop and implement sales strategies, driving business growth and revenue expansion.
Stay up-to-date with market trends, economic changes, and regulatory updates, applying this knowledge to provide expert advice to clients.
Requirements
Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
Proven track record of success in sales, marketing, or a related field, with a strong understanding of the financial services industry.
Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
Fluency in English, with a strong command of business terminology and concepts.
What We Offer
A competitive salary and benefits package, commensurate with experience and qualifications.
Opportunities for professional growth and development, with a focus on career advancement and skill-building.
A dynamic and supportive work environment, with a team of experienced professionals dedicated to excellence.
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