PMO - Private Banking
vor 2 Monaten
FNZ is a global investment platform provider servicing over 650 financial services institutions and 8,000 wealth management firms and their 20+ million end-investors. Our mission is to open up wealth for everyone so that people can invest in what matters most to them at the lowest costs possible. FNZ makes investments more transparent, sustainable and personal, empowering millions to accumulate wealth in the way they want it.
FNZ works with top-tier financial services institutions and wealth management firms who share our ambition to create digital, highly personalized and innovative investment solutions for every end-investor. We combine technology, infrastructure and investment operations in a single platform. This way, our business customers can focus on offering better investment solutions and experiences to their clients.
At FNZ, we’re changing the paradigms of the wealth management industry and we need your help to make that happen
To support the implementation of our Private Banking proposition, FNZ is looking for a PMO.
What you'll do:
- Operational Lead of the BPO scoping studies and Due Diligence vs ex New Access clients and new prospects:
- Participation to workshops with clients (understanding of the client needs, getting experts to agree on the Op model client and FNZ, formalization of main documents, discussions with clients,, etc.)-
- Collecting the data inputs (e.g. people, costs, etc.) to build the business cases both for the client and for FNZ-
- Interactions with clients and prospects-
- Participation to commercial offering preparation and commercial negotiations-
- Leading EU-DAC and Due Diligence approval processes- Business cases and requested documentation-
- Co-presentation to stakeholders-
- Project Management of targeted strategic and operational initiatives, supporting the BPO set up- Specific projects such as:- BPO Operating model- Finding an alternative market data provider to SIX- etc.-
- Reporting of progress / keeping internal dashboard of our progresses-
- Other activities with internal functions (e.g. Finance)
What we are looking for:
- A high motivated junior professional or graduate, preferably IT literate, in particular with a knowledge of JIRA and a strong experience with Microsoft Office- Capacity to organize and follow-up on complex projects.- Excellent presentation skills to produce the support material for regular reviews and monitoring, as well as for internal communication purposes with the stakeholders.- Teamplayer, very well organized and structured.- Fluent English and either French, German or Italian are required
Opportunities
- Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.
- Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;
- Working in a flexible and agile way that meets the needs of the business and personal circumstances;
- Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority;
- We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC
- About FNZ_
- FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back._
- We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution._
- We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA)._
- Together with our customers, we help over 20 million people from all wealth segments to invest in their future._
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