Solutions Consultant – Wealth Management
EY
full-time
Posted on:
Location Type: Hybrid
Location: Katowice • 🇵🇱 Poland
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
Python
About the role
- Drive the successful onboarding of new clients onto the Wealth Management Platform, ensuring a seamless transition and exceptional client experience.
- Assess, manage, and ensure the success of add-on projects, delivering outstanding results that exceed client expectations.
- Apply your industry expertise to effectively transition clients and their data onto the platform, ensuring accuracy and efficiency.
- Set, lead, and communicate clear expectations both internally and externally, fostering transparency and trust.
- Skillfully prioritize and manage multiple projects simultaneously, ensuring timely and successful completion of each.
- Continuously evaluate and enhance our processes and tools, driving improvements that support our expanding client base.
- Develop and maintain deep expertise in all aspects of the Wealth Management Platform, becoming a trusted advisor to clients and internal teams.
Requirements
- A solid background in financial services or consulting is required, with at least 4+ years of professional experience showcasing a proven track record of success in client-facing roles.
- Experience in investment management or enterprise software deployments is essential, demonstrating a history of delivering superior client experiences in relevant fields.
- The ability to learn and adapt is crucial, with an openness to acquiring new knowledge and skills and a proactive approach to adapting to changing environments and technologies.
- Proficiency in programming or scripting, particularly in Python, is necessary to support and enhance platform functionalities.
- Strong organizational skills are required to set, lead, and communicate clear expectations both internally and externally, fostering transparency and trust.
- A willingness to travel is important, as flexibility to travel as needed will help meet client requirements and support project initiatives, enhancing client relationships and project success.
- A genuine passion for technology and finance is essential, driving continuous learning and improvement in both areas.
- The ability to adapt in a dynamic environment is necessary, demonstrating resilience and flexibility in the face of challenges.
Benefits
- Health insurance
- Flexible work arrangements
- Professional development
- Diverse and inclusive culture
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Pythoninvestment managemententerprise software deployments
Soft skills
organizational skillsclient-facingadaptabilityproactive approachcommunicationproject managementtransparencytrustresilienceflexibility