Investment Portfolio Coordinator

Há 5 dias


Lisboa, Lisboa, Portugal Phiture Tempo inteiro

About the Role

Job Summary

The Liquidity & Investment Solutions Junior Sales Assistant will be responsible for supporting the team in on-boarding clients and setting up eBanking channels. This role requires strong analytical skills, attention to detail, and solution-oriented thinking.

Key Responsibilities
  • Responsible for on-boarding and maintenance of the eBanking client portfolio
  • Support the client to execute and monitor their portfolio, according to existing procedures
Skills and Qualifications
  • Profiled academic background in Finance and Accounting or similar areas
  • Ability to work effectively in a transversal environment and collaborate across different teams, departments, and clients


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