Our client, established in 1998 is a leading provider in the field of digitalisation of wealth managers. With offices in Switzerland, Germany and Singapore and development centres in Romania and Ukraine, customers are served across Europe, Asia and Africa.  Their new Digital Finance Software-as-a-Service allows financial institutions to deploy class leading Client advisory, servicing expert tools in wealth and asset management for the digitalisation of new and existing business Segments.

Key Responsibilities

• Drive development and client acquisition
• Understand, translate and map clients’ business requirements to their offering and help clients evaluate benefits and value
• Deliver training on their offering and support distribution partners
• Collaborate with the delivery team, articulating customer requirements to ensure smooth transition from sales to deliver.
• Provide feedback to Product team on current DFaaS solution and potential enhancements

Key Requirements

• In-depth knowledge and understanding of Wealth Management industry and its products
• Proven track record of client acquisition within the FinTech industry
• Solid understanding  of digital wealth solutions and other technology-based investment platforms

EA Licence No.: 15S7496

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