Business Consultant Wealth Manager - Zurich

Nur für registrierte Mitglieder Zurich, Schweiz

vor 1 Monat

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Job summary

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About this role As a Business Consultant – Wealth Manager you'll play a key role in driving change and helping our clients succeed You'll support them at every stage of their journey using advanced tools your industry knowledge and a strong focus on their needs to deliver effective solutions In this exciting role you won't just guide clients–you'll help shape the future of wealth management contributing to our global growth with innovation teamwork and excellence

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Responsibilities

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  • Supporting Infront customers on the entire journey using our solutions starting from the onboarding of new customers including project coordination/project management for these projects and continuously expand adoption by adapting the configuration.
  • Trusted advisor to customers on how our solution can best support their investment operations.
  • Working closely with Product Development BPO and Content departments to adapt the solutions to our customers' needs.
  • Collaborating with Sales/Pre-Sales in day-to-day business.
  • SUPPORTING PRODUCT MANAGEMENT BY SPECIFYING REQUIREMENTS FOR THE FURTHER DEVELOPMENT OF OUR SOLUTION
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  • You have a degree in business administration an IT-related field or a similar qualification.
    You bring solid professional experience in Wealth Portfolio or Asset Management with a specific focus on the Swiss market Ideally this includes expertise in areas such as Regulatory Compliance Investment Processes Performance Measurement & Risk Management and Order Management.


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