Wealth Management Operations Specialist
vor 2 Wochen
Become part of our dynamic Wealth Management Operations Team and contribute to the success of Europe's leading digital investment platform.
- Execute and monitor daily payment, trading, and client data processes to ensure flawless financial services for our Wealth Management clients.
- Manage time-sensitive tasks to maintain control of risk mitigation and ensure seamless operations.
- Communicate effectively with external partners, such as custodian banks, to align stakeholders' expectations.
- Support the development of scalable processes and improvements, collaborating with internal teams to drive business growth.
- Provide analytical insights and gather information to inform decision-making.
- Develop and implement efficient operational processes to enhance client experience and drive business growth.
- Collaborate with cross-functional teams to identify and mitigate operational risks.
- Build and maintain strong relationships with external partners to ensure seamless service delivery.
- Contribute to the development of business intelligence and analytics to inform strategic decision-making.
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance.
- Completed a banking apprenticeship or hold a Bachelor's degree in finance, accounting, or equivalent.
- Gain experience in a bank, brokerage, or asset management, or an equivalent financial service institution.
- Knowledge of capital market products and banking processes.
- Proven ability to work in a fast-paced environment, balancing competing priorities while maintaining high quality standards.
- Detail-oriented with strong analytical and problem-solving skills, including SQL expertise.
- Excellent verbal and written communication skills.
- Fluency in German and English (written and spoken).
- Join a dynamic and innovative Fintech startup, creating cutting-edge services that transform the financial industry.
- Work with a diverse and inclusive team that shares a passion for delivering exceptional products and services.
- Enjoy a collaborative work environment with the latest technology and tools.
- Learn and grow through in-house training and development programs.
- Experience German culture firsthand through language classes and cultural events.
- Benefit from a competitive compensation package, company pension scheme, and more.
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