(Senior) Consultant (m/w/d) | Wealth Tech
Core
Senior consultant bridging wealth controlling, accounting, asset management, and IT to help clients map and evaluate complex assets on the QPLIX Q financial platform.
Role type
Senior IC consultant (wealth tech)
Builds
QPLIX Q financial platform for Family Offices and wealth management clients
Domain
Wealth management / Family Office / Financial Technology
Deliverable
client delivery
Required skills
Project leadership, understanding of asset classes and accounting, MS Office (Excel), process redesign, client training
Preferred skills
Affinity for new technologies, negotiation skills
Technologies
QPLIX Q, MS Office
Responsibilities
Lead onboarding projects for new clients, accompany and support clients throughout the project lifecycle, collaborate with the development department to conceive new platform features, train clients and colleagues on various topics, act as a contact person for project members with diverse backgrounds (Investment Management, Controlling, Accounting, IT, etc.), reshape work processes within the team
Seniority
Senior, hands-on IC
