Case Executive Consultant

Há 5 dias

Lisboa, Portugal Global Citizen Solutions Tempo inteiro

**ABOUT US**

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.

**THE ROLE**

Part of the Client Management department, the responsibilities of an Case Executive include identifying private clients’ needs in advance and explain all process to the Client, being a trusted partner along the way. As an onboarding specialist must have excellent communication skills, be organised and detail-oriented and will be passionate about customer service.

**THE CHALLENGE**
- 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- Reviewing support materials provided by marketing for outdated information.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.

**ABOUT YOU**
- 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 audience-appropriate language and terminology and with a variety of personalities across all levels of the organisation.
- Able in managing time and multiple work streams and meeting various deadlines, with fast pace processes.
- Ability to solve problems creatively and effectively.
- Right-minded teamwork mindset
- Strong work ethic.

**ALSO YOU**
- 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.

**OUR OFFER**
- Join a multidisciplinary team in a multinational environment.
- Fast-paced, 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).

**OUR VALUES**
- 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.Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organisation overall.

**Job Types**: Full-time, Permanent

Ability to commute/relocate:

- Lisboa, Distrito de Lisboa: Reliably commute or planning to relocate before starting work (preferred)

Application Question(s):

- Have drivers licence

**Experience**:

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

**Language**:

- English (required)
- portuguese (required)

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