Wealth Management Specialist

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Dodane przez:

Zdjęcie GazetaPraca.pl



Data utworzenia: 2023-06-15

Ogłoszenie w: Opole

Kogo szukamy do pracy

Kogo szukamy?

What our client offers:

  • Opportunity to work remotely.
  • Developing in a multinational environment.
  • Good opportunities to start a professional career with a global flavor leader.
  • Flexible working time.
  • Ability to learn and try new things.
  • An environment where you will be given space to take ownership and accountability for your work.

Your responsibilities:

  • Implementation of changes and performance tuning in the middleware DevOps environment.
  • Bugging of fixes on middleware components.
  • Creation of documentation to adapt the existing scripts and procedures to the requirements.
  • Version controlling with Git.
  • Building and maintaining relationships with high-net-worth individuals or families to understand their financial goals, needs, and risk tolerance.
  • Developing customized financial plans that encompass investment strategies, retirement planning, tax optimization, estate planning, and other wealth management aspects.
  • Providing advice on investment opportunities and portfolio management based on the client's financial objectives, risk tolerance, and market conditions.
  • Determining the optimal allocation of assets across different investment vehicles, such as stocks, bonds, real estate, and alternative investments, to achieve diversification and maximize returns.
  • Assessing and mitigating risks associated with wealth management, including market volatility, economic factors, and regulatory changes.
  • Assisting clients in developing strategies to preserve and transfer wealth to future generations, including wills, trusts, and charitable giving.
  • Educating clients on various wealth management topics, investment options, and market trends to empower them to make informed financial decisions.


  • 3rd level support in Middleware technologies and work with IBM on troubleshooting.
  • AIX & Redhat Linux
  • Ansible automation frameworks and container technologies.
  • ITIL Knowledge - Incident, Change & Problem management last level support.
  • On-call during nights and weekend, support needed.