
Wealth Management Professional
6 days ago
We are seeking a highly skilled and experienced wealth manager to join our team. The ideal candidate will have a strong understanding of financial products and markets, as well as excellent communication and interpersonal skills.
Key Responsibilities:- Review client account opening documentation to ensure compliance with regulatory and internal policies.
- Understand and implement power of attorney processing and client onboarding controls.
- Participate in the sighting and distribution of incoming orders in the emergency desk.
- Oversight of notifications preparation and timely client and business updates.
- Process securities orders, including closure of accounts, deposits, and investment products.
- Edit lists and settle internal deposits.
- Handle written orders and support project teams on data migration projects.
- German language proficiency (B1 level).
- Strong understanding of financial products and markets.
- 2-4 years of experience in security services in private banking.
- Hands-on experience in reviewing client onboarding documentation.
- Ability to work in multiple or rotational shifts.
- Best-in-class leave policy.
- Gender-neutral parental leaves.
- 100% reimbursement for childcare assistance benefits.
- Sponsorship for industry-relevant certifications and education.
- Employee Assistance Program for you and your family members.
- Comprehensive hospitalization insurance for you and your dependents.
- Accident and term life insurance.
- Complimentary health screening for individuals 35 years and above.
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