Financial Services Professional
Há 5 dias
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.
-
Financial Services Professional
Há 2 dias
Lisboa, Lisboa, Portugal deVere Group Tempo inteiroJob DescriptionWe are seeking a highly skilled and experienced Financial Services Professional to join our team at deVere Group. As an Investment Advisor, you will be responsible for building strong relationships with clients and providing them with tailored financial solutions.Key ResponsibilitiesManage a portfolio of clients and provide personalized...
-
Financial Services Professional
Há 5 dias
Lisboa, Lisboa, Portugal TN Portugal Tempo inteiroWe are looking for an exceptional Financial Services Professional to join our team at TN Portugal. As a key member of our finance department, you will be responsible for performing various accounting activities and providing support to our financial services group.The ideal candidate will possess excellent analytical skills, strong communication skills, and...
-
Financial Services Professional
Há 12 horas
Lisboa, Lisboa, Portugal U Trust Insurance Agency LLC Tempo inteiroOur team at U Trust Insurance Agency LLC is seeking a skilled Financial Services Professional to join our accounting department. As an Accounting and Finance Expert, you will work closely with underwriting companies and general agencies to collect invoices in a timely and accurate manner.Key Responsibilities:Invoice Collection: Collaborate with stakeholders...
-
Strategic Financial Director
Há 7 dias
Lisboa, Lisboa, Portugal Link Financial Group Tempo inteiroCompany OverviewLink Financial Group is a leading financial services provider in Europe, operating across 10 countries and employing over 900 professionals. For over two decades, we have collaborated with prominent banks and credit providers to deliver exceptional service.Servicing more than 7 million accounts, our expertise spans consumer finance, asset...
-
Financial Director
Há 5 dias
Lisboa, Lisboa, Portugal Link Financial Group Tempo inteiroAbout UsLink Financial Group is a leading provider of consumer, SME, and leasing credit servicing solutions, operating from 12 offices across 10 European countries. We employ over 900 professionals who share our commitment to excellence in customer service and industry-leading data analytics.We have partnered with some of the world's leading banks and credit...
-
Lisboa, Lisboa, Portugal TN Portugal Tempo inteiroWe are seeking a highly skilled Financial Services Forensics Professional to join our team at TN Portugal.In this role, you will be responsible for analyzing complex financial data to identify trends and anomalies, providing actionable insights to inform strategic decisions.We are looking for a seasoned professional with 6+ years of experience in data...
-
Senior Financial Services Professional
Há 6 dias
Lisboa, Lisboa, Portugal Quanteam - Portugal (Rainbow Partners Group) Tempo inteiroAbout UsWe are a leading consulting firm in Portugal, part of the Rainbow Partners Group. Our mission is to deliver exceptional results in Banking, Finance, and Financial Services.Key ResponsibilitiesThe Financial Business Development Executive will:Analyze market trends and identify opportunities for growth in the financial services sector.Build and...
-
Financial Services Professional
Há 4 dias
Lisboa, Lisboa, Portugal TN Portugal Tempo inteiroMaximize Your Earnings as a Financial Services ProfessionalAre you an experienced Independent Financial Advisor (IFA) or Private Wealth Manager seeking a more productive and profitable structure for your international client book and assets under management (AUM)? Do you want to take control of your future and maximize, grow, and protect your client-driven...
-
Business Financial Manager
Há 6 dias
Lisboa, Lisboa, Portugal Link Financial Group Tempo inteiroAbout Our CompanyLink Financial Group is a leading provider of consumer, SME, and leasing credit services across Europe. With over 25 years of experience, we have established ourselves as a trusted partner for banks and credit providers, servicing over 7 million accounts.Job SummaryWe are seeking a highly skilled Finance Manager to lead our Finance function...
-
Financial Professional
Há 4 dias
Lisboa, Lisboa, Portugal Globalfisco Management Tempo inteiroCompany OverviewGlobalfisco Management is a company with a rich history in Funchal, dating back to 1997. Our team of experts specializes in Accounting, Financial Consulting, and Management Consulting.The company has a strong focus on providing tailored solutions to clients using the latest tools and techniques.Job DescriptionThis is a full-time on-site role...
-
Director of Financial Services
Há 3 dias
Lisboa, Lisboa, Portugal Personal Choice Financial Advisors, LLC Tempo inteiroWe require an experienced Director of Financial Services to lead our billing operations team at Personal Choice Financial Advisors, LLC.Your key duties will involve:Overseeing the development and implementation of financial strategies to improve billing efficiency.Providing expert financial consulting services to customers, including budget forecasting and...
-
Senior Financial Strategist
Há 7 dias
Lisboa, Lisboa, Portugal Link Financial Group Tempo inteiroCompany OverviewAbout Link Financial GroupLink Financial Group is a leading provider of financial services in Europe, operating from 12 offices across 10 countries. With a team of over 900 experts, we serve 7 million customers, offering a range of financial solutions, including consumer finance, credit cards, auto loans, and mortgages.Job DescriptionThe...
-
Financial Reporting Professional
Há 7 horas
Lisboa, Lisboa, Portugal TN Portugal Tempo inteiroBose, a global pioneer in sound innovation, invites applications for the position of Account to Report Specialist at its Business Service Center in TN Portugal.About the RoleThis exciting opportunity presents a unique chance to contribute to the delivery of high-quality global business services, working closely with international stakeholders.The successful...
-
Financial Operations Manager
Há 6 dias
Lisboa, Lisboa, Portugal Link Financial Group Tempo inteiroJob SummaryKey ResponsibilitiesAs a Finance Manager at Link Financial Group, you will be responsible for working with senior management to develop financial strategies for the organization. Your key responsibilities will include:Developing Financial Strategies: Collaborate with senior management to create financial plans that drive business growth.Leading...
-
Financial Director
Há 5 dias
Lisboa, Lisboa, Portugal Link Financial Group Tempo inteiroCompany Overview: Link Financial Group is a leading servicer of consumer, SME, and leasing credit in Europe. Operating from 12 offices across 10 countries, we employ over 900 people and partner with top banks and credit providers. Our expertise spans consumer finance, credit cards, auto loans, asset finance, leases, mortgages, student loans, and commercial...
-
Financial Services Professional
Há 7 dias
Lisboa, Lisboa, Portugal ManpowerGroup Portugal Tempo inteiroWe're seeking a highly skilled and experienced Credit Controller to join our team at ManpowerGroup Portugal. The ideal candidate will have a strong background in finance and accounting, with experience in credit control and reconciliation.This is a mid-senior level position that requires excellent analytical and problem-solving skills, as well as strong...
-
Financial Operations Specialist
Há 7 dias
Lisboa, Lisboa, Portugal Link Financial Group Tempo inteiroAbout UsLink Financial Group is a leading servicer of consumer, SME, and leasing credit, operating from 12 offices across 10 European countries. We have over 25 years of experience partnering with banks and credit providers, servicing over 7 million accounts across various industries.Job DescriptionThe ideal candidate will work closely with senior management...
-
EU Financial Administration Professional
Há 5 dias
Lisboa, Lisboa, Portugal Tn Portugal Tempo inteiroPosition OverviewWe are seeking a highly skilled EU Financial Administration Professional to join our Lisbon-based team. In this role, you will be responsible for coordinating and executing essential financial tasks, working closely with our DACH region team to ensure the smooth operation of our financial processes.Main Tasks:Invoicing and payment...
-
Financial Services Professional
Há 12 horas
Lisboa, Lisboa, Portugal Descompagnons Trabalho Temporário Lda Tempo inteiroJob DescriptionAs a Senior Onboarding & KYC Officer, you will be responsible for delivering exceptional client experiences by streamlining onboarding and KYC processes. You will conduct initial Know Your Customer (KYC) checks in line with regulatory requirements and internal policies for the global institutional book of business.Your Key...
-
Visual Designer
Há 3 dias
Lisboa, Lisboa, Portugal Shield Financial Compliance Tempo inteiroAbout UsShield Financial Compliance is a fast-growing and dynamic tech company in the domain of financial services. We are committed to delivering exceptional products and experiences that meet the evolving needs of our customers.Job DescriptionWe are seeking a talented Mid-Level Marketing Designer to join our marketing team and make a significant impact on...