Investor Adviser

Fintech start-up created in Paris in 2011, they grew from 4 to 55 employees in 7 years. With a current turnover exceeding 50 million euros, they have a strong profitability that allowed them to self-finance their development and to open offices in London, Dublin, Amsterdam, Singapore, Lisbon, Vienna, and soon Shanghai. Dynamic, innovative, successful and ambitious, they currently manage 3 real estate funds that represent around 2 billion in assets under management. 

Rare performance on such a market, they have managed to rise in just a few years among property management companies that collect the most savings from individuals. The reason of their success are the unmatched performance of its funds, the very important technological investments and a culture of innovation at the service of customers. For instance, they are the only one to offer to pay a monthly dividend to savers in a context of real estate investment. It is in this trend of strong development the company opens the position for a Investor Advisor/ Sales Manager (Private Clients). 

Main Objective: Create, manage and improve relationships with investors, mainly private clients, via his/her personal network and leads generated by the company. 

Job Description: 

• Promote and present the brand 

• Information and advise private clients of every type (from retail to HNWI)

o Promote the range of products

 o Follow the subscription process 

o Follow-up on the long-run

 • Manage a portfolio of clients closely

 • Find new ways to acquire clients

 • Suggest improvements to provide a better service

Report to Head of Portugal

                                                                                                   Please send your CV to