Strategic Business Portfolio Management Consultant

Vor 3 Tagen

Zurich or Lugano Switzerland Infront Financial Technology GmbH Vollzeit

About Infront Financial Technology GmbH

At the end of 2022, Assetmax entered an exciting new chapter by joining forces with Infront, a leading European wealth-tech company. This strategic acquisition marked a pivotal moment in Assetmax's journey, enhancing its capabilities and reach while setting the stage for future growth.

Founded in Switzerland with a strong presence in Zurich and Lugano, Assetmax has become the leading multi-custody wealth management solution in Switzerland and Liechtenstein. By combining innovation with reliability, the company has earned its reputation as a trusted partner for wealth managers, streamlining financial operations.

Now, leveraging Infront's resources and expertise, Assetmax is poised to scale up its operations, expanding into Europe, the Middle East, and Asia, while reinforcing its commitment to delivering excellence on a global stage. Infront, established in the early 2000s, delivers cutting-edge technologies for trading, connectivity, data feeds, financial analysis, risk and valuation services, portfolio management, and advisory. This partnership combines Assetmax's deep expertise in wealth management with Infront's robust infrastructure, creating a powerful synergy for innovation and growth.

About the Role

As a Strategic Business Portfolio Management Consultant, you'll play a key role in driving change and helping our clients succeed. You'll support them at every stage of their journey, using advanced tools, your industry knowledge, and a strong focus on their needs to deliver effective solutions.

In this exciting role, you won't just guide clients—you'll help shape the future of wealth management, contributing to our global growth with innovation, teamwork, and excellence.

Your responsibilities in this role include:

  • Supporting Infront customers on the entire journey using our solutions, starting from the onboarding of new customers including project coordination/project management for these projects and continuously expand adoption by adapting the configuration.
  • Trusted advisor to customers on how our solution can best support their investment operations.
  • Working closely with Product Development, BPO and Content departments to adapt the solutions to our customers' needs.
  • Collaborating with Sales/Pre-Sales in day-to-day business.
  • Supporting product management by specifying requirements for the further development of our solution.
  • Conducting product training for customers and colleagues.
Requirements and Qualifications

You have a degree in business administration, an IT-related field, or a similar qualification.

You bring solid professional experience in Wealth, Portfolio, or Asset Management, with a specific focus on the Swiss market. Ideally, this includes expertise in areas such as Regulatory Compliance, Investment Processes, Performance Measurement & Risk Management, and Order Management.

Solid experience working with at least one Portfolio Management solution.

Experience working with IT solution providers and/or consulting.

You have a background in IT projects and, ideally, project management experience.

You are enthusiastic about delivering solutions that contribute to clients' success, achieving efficient and compliant operations.

As a well-organized team player, communication is one of your core strengths.

You are tech-savvy, hands-on, keen to becoming an expert of our solution.

Knowledge or experience in regulatory requirements for asset managers in Switzerland and EU is an advantage.

Your English language skills are business fluent. (German is a plus).

The estimated salary for this position is around €70,000 - €90,000 per year, depending on experience and qualifications.

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