Wealth Management Specialist

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.

Requairements:

  • 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.

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.

We are part of the multinational L.M. Group concern, established in 1987. Thanks to the commitment of its employees and a network of branches located in Poland and Israel, L.M. Group has become a leader in the area of permanent and temporary recruitment. It provides its services to hundreds of entities and organizations from various sectors, both BPO/SSC companies and IT and manufacturing industries.

We are looking for a Wealth Management Specialist for our client, who is a global information and communication technology company, for the global marketplace.

Podziel się

Prosimy o dopisanie do CV oraz listu motywacyjnego następującej klauzuli:
"Wyrażam zgodę na przetwarzanie moich danych osobowych zawartych w mojej ofercie pracy dla potrzeb niezbędnych do realizacji procesu rekrutacji (zgodnie z ustawąz dn. 29.08.97 roku o Ochronie Danych Osobowych Dz. Ust Nr 133 poz. 883)".

L.M. GROUP POLAND Sp. z o.o.
Kraków, małopolskie

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