(Senior) Advisor Vermögenscontrolling (mensch)
Core
Direct point of contact for high-net-worth clients, creating IT-supported asset reporting and analyses to monitor and evaluate business processes, transactions, and payment movements as a basis for investment decisions.
Role type
Senior asset controller (private clients/family offices)
Builds
Individualized asset control reports and analyses for high-net-worth clients
Domain
Wealth management / Private banking / Family offices
Required skills
Asset management, transaction tracking, risk assessment, cost and tax evaluation, IT affinity, client relationship management
Preferred skills
Knowledge of capital and real estate assets, experience with Private Clients or Family Offices
Technologies
QPLIX
Responsibilities
Create IT-supported asset reporting and analyses, record transactions and payment movements in the reporting system, control and evaluate risks, costs, and taxes, actively contribute to service development
Seniority
Senior, hands-on IC