Business Controller supporting financial decision - making for DSV's logistics division. Collaborating with stakeholders to drive financial transparency and performance.
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
Head of Finance leading and scaling modern Finance functions for a B2B SaaS company. Focused on financial planning, operational excellence, and strategic decision - making.
Finance professional managing financial operations and compliance at YUM! Restaurant Services Group. Ensuring accuracy and regulatory compliance in financial reporting and operations.
Financial Clearance Representative at UW Health in Rockford, IL providing customer service in a healthcare setting. Working day/eve shifts to assist with financial clearance processes.
Financial Operations Specialist analyzing financial performance and reporting for Enterprise Bot, an AI automation software provider. Driving strategic financial insights and managing budgeting in a hybrid role located in Bengaluru, India.
Member of Responsible Investment Advisory Council advising on Columbia Threadneedle’s investment approach. Contributing to ethical investment standards and practices in the Dutch market with quarterly meetings.
Manager of Franchising and Finance at Taco Bell monitoring franchise financial health and ensuring compliance with brand standards. Leading analysts and collaborating across teams for strategic decision making.
Investment Sales Leader responsible for business development and sales in Mercer’s insurance investment solutions across Europe. Focused on strategic relationships and market opportunities in the insurance segment.
Finance Director optimizing financial operations for growth at ORA Partenaires. Collaborating across teams to improve processes and providing financial analyses to support decisions.
EMEA Financial & Planning Analyst managing financial forecasting and planning for regions. Collaborating with finance teams to enhance reporting and decision - making.