Systems Project and Compliance Coordinator ensuring robust compliance and effective controls across Finance Systems. Collaborating with IT and business stakeholders on governance and risk management practices.
About the role
- Investment Consultant at Suno, building long-term client relationships and managing investment portfolios. Drive growth through consultative sales in financial markets.
Responsibilities
- Conduct strategic meetings with qualified leads daily;
- Assess financial profiles and provide allocation guidance;
- Convert opportunities into active clients;
- Build and develop your own client portfolio;
- Ensure excellence in first contact and onboarding;
- Maintain close, consultative relationships with clients;
- Record and track interactions in the CRM;
- Participate in intensive training and hands-on follow-up with specialists;
- Progress to a fully consultative role as your portfolio develops.
Requirements
- Bachelor's degree in Business Administration, Economics, Accounting, Engineering, or related fields.
- Strong commercial profile with a solid technical foundation;
- Previous experience with investor clients or financial products;
- Proven track record in conversion, prospecting, or portfolio building;
- Persuasive, natural communicator;
- Quick thinker and confident in strategic conversations;
- Relationship-oriented and results-driven;
- Genuine interest in consultative sales and business development.
- CEA certification (mandatory);
- Experience as an Investment Advisor;
- Consistent record of meeting sales targets;
- Good understanding of the capital markets, with focus on equities, real estate investment funds (REITs), fixed income, and asset allocation;
- Ability to translate technical concepts into clear, accessible language;
- Strong communication, organizational skills, and results focus;
- Interest in learning, growing, and contributing to the team's and company's success.
Benefits
- Variable compensation - Success fee
- Health and dental insurance to take good care of you.
- Life insurance, because security is part of quality of life.
- Discount at Wellhub (Gympass) and Zenklub — for body and mind!
- Institutional partnerships that provide additional support for courses, services, and more.
- A day off on your birthday — because your day should be yours!
- Access to Suno Black subscription (for you and first-degree family members).
- Subscription to the Bull Plan - Status Invest — to deepen your investment knowledge and intelligence.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Analyst at Elara Caring supporting operational and financial reporting for healthcare services. Collaborating with organizational leaders to develop financial plans and identify risks and opportunities.
Provide L2/L3 functional support for Oracle Fusion Financials modules at Jade Global. Analyze and resolve incidents within SLA timelines while coordinating with technical teams.
Finance Operations Officer at TPF handling merchant settlements and reconciliations for payments platform. Support financial operations in a fast - moving fintech environment.
Assistant Manager supporting Financial Promotions & CMA Compliance at Lloyds Banking Group. Providing regulatory advice, reviewing communications, and managing oversight to ensure compliance.
Financial Center Manager overseeing customer relationships and team development within Fifth Third Bank. Involving comprehensive onboarding and a focus on consultative sales processes.
Finance Assistant supporting daily finance operations for global group. Handling invoices, payroll, and cash management in a hybrid work environment.
Financial Analyst Senior at USAA conducting complex financial analysis and guiding team on reports. Leading forecasting/planning processes and decision support for business operations.
Vice President leading M&A and capital raising transactions at KeyBanc Capital Markets. Managing client relationships and supporting business development efforts in investment banking.
Paralegal assisting a group of attorneys focusing on consumer/investor protection issues in cryptocurrency. Supporting administrative, investigative, and litigation processes in the Insurance & Financial Services Division.