Private Banking Advisor — Lisbon

Banco Finantia; Lisboa; Hybrid; EUR 30,000 - 56,000; Full time

Job summary

Banco Finantia in Lisbon seeks a Private Banker to build trusted client relationships, manage a diverse portfolio and provide tailored investment solutions.

You will identify opportunities, collaborate with specialists, and ensure high-quality service while adhering to regulatory requirements and internal policies. Fluency in English is essential, and knowledge of Spain market is valued.

Qualifications

• Master's degree in Economics, Management or related field.
• Up to 2 years of professional experience in banking or commercial roles is preferred.
• Fluency in English; Spanish is valued.
• Knowledge of financial markets and investment banking products is required or valued.

Responsibilities

• Manage and develop a portfolio of Private Banking clients, ensuring regular follow-up and identifying opportunities to strengthen and diversify investments.
• Monitor financial markets and work with Asset Management to identify suitable investment solutions.
• Support prospecting and acquisition of new clients, prepare meetings and identify opportunities.
• Assist in execution and follow-up of clients’ investment and financial transactions, maintaining proper documentation.
• Build trusted, long-term client relationships through a personalised, responsive and high-quality service.
• Ensure client documentation is collected and maintained per regulation and internal procedures.

Skills

English fluency

Knowledge of financial markets

Interpersonal communication

Commercial mindset

Time management

Education

Master's degree in Economics/Management or related field

Job description

Banco Finantia in Lisbon seeks a Private Banker to build trusted client relationships, manage a diverse portfolio and provide tailored investment solutions.

You will identify opportunities, collaborate with specialists, and ensure high-quality service while adhering to regulatory requirements and internal policies. Fluency in English is essential, and knowledge of Spain market is valued.