Whilst we are a digital wealth manager, an integral part of our business is our "hybrid" approach of combining our digital service with a human touch, via our dedicated client relationship team.To ensure our customers get the best possible experience, the client relationship team is there to provide a helping hand and reassurance across three key areas:Digital wealth management - making sure our customers understand the concept and its position in the investment management landscape.The product - guiding customers and prospective customers through our investment advice journey and explaining why we are different from peers.Investments - explaining how our asset allocation and investment team look after our customers' money to help them achieve their investment goals, and providing updates on our investment views over time.Responsibilities:
Proactively managing customer relationships.
Always putting the customer first and providing the highest level of customer engagement, via phone, emails and chat.
Ensuring that customers have a smooth experience when joining the platform and have access to any information they require.
Helping customers fully understand why vaamo is different and how we help clients achieve their goals.
Take ownership vis-a-vis the customer for any requests or issues brought forward by the customer, follow-up on resolution with other teams including operations, IT or compliance and provide updates and present final solution to the customer.
Be a spokesperson for the customer by feeding back any comments or concerns to the relevant teams.
Explain our views on market developments and provide updates to individual customers.
Document all customer contact in our database.
Work with Commercial Director to improve and develop processes to benefit the customer experience.
Contact potential customers who have signed up in response to marketing.
A keen interest in financial advice, wealth management, and fintech.
Passionate about customer service and ensuring their needs are met.
Good understanding of stock markets and financial instruments with focus on mutual funds, ETFs, equities, bonds, real estate and commodities.
At least 3 years proven commercial experience in a relevant financial services environment (e.g. investment advice, asset management, fund services, portfolio management).
Exceptional written and verbal communication skills in German and comfortable dealing with customers on the phone.
Good written and verbal communication skills in English.
Ability to grasp new technologies/systems quickly and explain these to others.
Degree in Business, Economics or Finance or internship in financial services, e.g. Bankkaufmann/-frau.
Excellent organisational and prioritisation skills, and effective problem solving.
Willing to participate in regular training sessions and study for relevant exams to meet regulatory requirements.
What do we offer:
Flat hierarchy, open and transparent communication.
The opportunity to be a part of the digital banking revolution.
Friedrichstraße 68, Berlin 10117
Information for companies: +49 (0)1745 212
Via G. Fara 35
20124 - Milano (MI)
P. IVA / C.F. 08450800969
Cap. Sociale: € 25,000 i.v.
REA n. MI - 2027147
Information for companies: +39 02 82780 275
General Information: +39 02 82780 276