Financial Services Professional

Há 5 dias


Lisboa, Lisboa, Portugal Bison Bank Tempo inteiro

Bison Bank seeks an experienced Financial Services Professional to manage and grow a portfolio of high-net-worth individuals (HNWI). The ideal candidate will provide tailored financial solutions, ensuring exceptional client service while maintaining regulatory compliance and risk management standards.

Key Responsibilities:
  • Develop and maintain long-term relationships with HNWI clients.
  • Serve as the primary point of contact for clients, offering personalized financial solutions.
  • Understand clients' financial needs, goals, and risk tolerance to provide strategic advice.
  • Provide expert advice on investment portfolios, financial planning, and wealth structuring.

The successful candidate will have a Bachelor's degree in finance, economics, business administration, or a related field. A minimum of 5 years of experience in private banking, wealth management, or investment advisory is required. The ideal candidate will possess excellent communication and interpersonal skills, strong negotiation and presentation skills, and proficiency in CRM software and Microsoft Office Suite.



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