Client Management Consultant

2 semanas atrás

Lisboa, Lisboa, Portugal Global Citizen Solutions Tempo inteiro

#ABOUTUS


Global Citizen Solutions assists international, individuals and their families to diversify their investments while obtaining increased mobility, security and privacy.

Our multicultural and multilingual team has a wealth of experience in the prominent European countries offering citizenship and residency through investment programmes.


#ABOUTTHEROLE


The responsibilities of an Case Executive include identifying clients' needs in advance and explain all process to the Client, being a trusted partner along the way.

An onboarding specialist will have excellent communication skills, organized and detail-oriented and will be passionate about customer service.

#ABOUTTHECHALLENGE

  • Guide in supporting new clients through processes of onboarding consultation pending country and citizenship/residency program chosen.
  • Request documents for all mandatory local procedures.
  • Review options for investment solutions.
  • Keep Clients on the loop at all stages of the process briefing them on all pertinent matters.
  • Partnership work with law firms, real estate, funds and other internal teams to develop strong hold of the client's process.
  • Develop a thorough understanding of our programs and service offerings to better inform and assure the client.
  • Seek other bank relationships.
  • Billing support.
  • Reviewing support materials provided by marketing for outdated information.
  • Reporting.

#ABOUTYOU

  • High level of English, written and spoken.
  • The ability to adapt, interact and manage with different types of individuals from differentiated cultures.
  • The ability to design and implement adequate consulting strategies for each process stage.
  • Strong verbal and written communication.
  • Good interpersonal skills.
  • A working knowhow of local administrative framework.
  • Strong eye for detail and troubleshooting attitude.
  • The ability to take/provide constructive and positive feedback.
  • Skill in communicating effectively in writing, using audienceappropriate language and terminology and with a variety of personalities across all levels of the organization.
  • Able in managing time and multiple work streams and meeting various deadlines, with fast pace processes.
  • Ability to solve problems creatively and effectively.
  • Rightminded teamwork mindset
  • Strong work ethic.

#ALSOYOU

  • Independent: showed able to organize oneself.
  • Doer: you have to love getting results yourself.
  • Flexibility: Ready to adapt to a variety of tasks.
  • Focused: values more stability, than the shiny new opportunities that pop up.

#OUROFFER

  • Join a multidisciplinary team in a multinational environment.
  • Fastpaced, highly structured and dynamic business environment.
  • Comfortable office, located in a prestigious area in Lisbon, with a very easy access by public transportation (metro, bus, train and boat).

#OURVALUES

  • Coachable: Open to receiving training and constant small improvements, even if experienced.
  • Independent: able to organize oneself without "babysitter"
  • Doer: you have to love getting results yourself.
  • Flexibility: Ready to adapt to a variety of tasks.
  • Focused: values more stability, than the shiny new opportunities that pop up.

Job Types:
Full-time, Permanent

Application Question(s):

  • Have drivers licence

Experience:

  • Partners relationship: 1 year (preferred)
  • Legal: 1 year (required)
Client Management: 2 years (required)

Language:

  • English (required)
Expected Start Date: 17/03/2024

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