Mitarbeiter (m/w/d) Vermögensverwaltung & Advisor-Betreuung
Core
Support advisors and manage asset administration processes including contract management, technical issue resolution, and portfolio operations.
Role type
Operations & Advisor Support Specialist
Builds
Operational workflows for asset management and advisor services
Domain
Financial Services / Asset Management
Required skills
Commercial training (Bank Clerk/Office Management), Analytical thinking, IT system proficiency, Process optimization, Communication, Reliability
Preferred skills
Banking experience, Financial services background, Knowledge of banking systems
Technologies
Jira, Excel, Banking systems
Responsibilities
Handle advisor inquiries and manage advisor contracts, Identify and resolve technical bugs in web services, Execute portfolio rebalancing and deposit transfers, Verify bank legitimations and manage dealer onboarding, Create reports and support webinars, Provide telephone support
Seniority
Entry to Mid-level, hands-on IC