Wealth Management Banking Consultant - UKi
A little bit about Flanks 🚀
Flanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place. 💼💡
Founded in 2019 and based in Barcelona, we’ve brought together a team of passionate wealth management and tech pros, all with a shared goal: to change how wealth management is done. Backed by €9.8 million in investment, we’re growing fast, and we’re not stopping anytime soon! 📈🔥
What we stand for:
- People First 🤝 – our team comes first. We want every Flanker to feel at home, engaged, and part of something bigger.
- Keep Growing 🌱 – as the company grows, so should you. We’re all about personal and professional development here.
- Think Twice, Act Once 🧠💭 – we believe in thoughtful decisions, considering the impact on both our team and our clients before taking action.
If you’re looking for a place where you can grow and make an impact at a fast-paced, exciting fintech startup, this might just be the place for you! 🎯✨
About the role 💼
As a Wealth Management Banking Consultant, you’ll be a key part of a dynamic team reshaping the wealth management industry. Reporting directly to the CRO within the Revenue team, you’ll play a crucial role in helping potential clients find tailored solutions that meet their unique needs 🎯. With your deep understanding of the industry, you’ll add real value throughout the sales process by building genuine connections with clients 🤝. You'll also be a go-to resource for the team, offering insights on industry trends and ensuring that our proposals and strategies are aligned and impactful 🚀.
What you'll do 🛠️
Here are some of the things you can expect to be involved in:
- Client advisory: use your banking expertise to advise clients and help tailor wealth management solutions that meet their needs.
- Present solutions: deliver tailored demos and presentations that showcase our product’s ability to address industry-specific challenges.
- Market expansion: help identify new business opportunities and contribute to the expansion of our wealth management presence in the UKi market.
- Sales collaboration: leverage your banking background to assist the sales team in understanding client challenges and translating them into tailored product solutions.
What we'd love to see 😍
- Experience in Banking/Wealth Management: you must have a background in private banking, wealth management, or financial advisory. 🌟
- Market knowledge: strong understanding of the wealth management markets in the UK and/or Ireland.
- Native english speaker: fluency in English is essential. 🗣️
- Deep knowledge of Financial Products: you should have a solid understanding of financial products, investment strategies, and regulatory requirements in the UK/Ireland markets.
- Team player: we’re all about good vibes and respect—let’s keep it collaborative. ✨
- Strong communication skills: proven ability to engage with senior stakeholders.
Don’t worry if you don’t check every single box—we’ll support your growth. 🚀🙌
What we offer 🎁
The hiring process ⚙️
- Send us your CV, cover letter, etc. 📧
- You’ll have a chat with our Head of People, Mireia Barón. 💬
- A meeting with our CRO, Benjamin Parotte. 🧑💼
- Test session to discuss knowledge with Quim, Sergi Vega, and Benjamin. 🎯
- Any extra meetings you (or we) might need to iron out any questions. 🤔
- We send you an offer! 💌
We aim to keep things moving fast—ideally wrapping things up in one to four weeks. ⏳💨
If this sounds like a good fit for you, we’d love to hear from you. Don’t hesitate to send us your CV and/or cover letter. ✉️🤗
At Flanks, we believe in fostering diversity and inclusion across everything we do. We’re proud to be an equal opportunity employer, and we welcome all applications regardless of race, religion, gender, age, or disability status. 🌈💼
- Department
- Revenue
- Locations
- Barcelona Office
- Remote status
- Hybrid Remote
About Flanks
Redefining the wealth management industry to make it simpler, seamless, and accessible to more people.
Wealth Management Banking Consultant - UKi
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