Who we are
Altoo was founded in 2017 with the mission to create “Simplicity for Complex Wealth.”
The Altoo Wealth Platform consolidates all assets held with banks and combines them with non-bankable assets such as real estate, private equity, or an art collection, empowering wealthy private individuals to keep track and control over their total wealth in a simple and intuitive way.
We are dedicated to creating new business opportunities by working closely with our clients and their advisors and combining our extensive market knowledge with technical excellence to create innovation in this business sector.
The Altoo Wealth Platform has been created by a team of highly skilled software engineers, experts in digital customer experience, together with experienced wealth management specialists, in-house at our office in Baar and is hosted in Switzerland.
We are looking for a highly motivated:
Junior Wealth Servicing Analyst / Client Onboarding Specialist (m/f/d)
for our target client segment of UHNW Individuals, Entrepreneurs and Family Offices.
Your Role:
Daily interaction with new and existing clients to facilitate a smooth and efficient onboarding, platform education and coordination of custodian connections. Your goal is to ensure a seamless and rapid onboarding to our platform.
Key Responsibilities:
- Client Support: Act as the first point of contact for our clients.
- Administration: Manage administrative tasks on behalf of the Head of Wealth Servicing and the team.
- Custodian Setup: Manage the process of bank and client documentation for establishing connections.
- Technical Setup: Oversee setup for end users, ensuring platform and mobile accessibility for clients and curators.
- Content Integration: Configure bankable and non-bankable assets, map portfolios, and establish client relationships and permissions within the platform.
- Client Education: Create and deliver educational materials, ensuring clients can navigate and utilize the platform effectively.
Qualifications:
- Experience in Wealth Management, Family Office, Client Servicing, or similar roles
- Strong customer orientation with a focus on an excellent customer experience
- Strong organizational and communication skills
- Reliability and discretion
- Attention to detail and a structured working approach
- Fluent German and good knowledge of English, other national languages an advantage
- Committed to the success of the entire team
- Empathetic and flexible in dealing with different customer needs
- Proficiency in onboarding systems and technology platforms.
- Constantly striving to improve customer service and exploit digitalization opportunities
What you will get:
- Direct exposure to an innovative and disruptive technology in the Wealth Management space
- A transparent organization with a flat hierarchy where everyone’s opinion matters
- A motivated and accomplished team with great colleagues, strong ambitions, and willingness to share knowledge and experience
- Modern ways of working together with a hybrid workplace model and an attractive office space located in Baar.
Does this sound like an ideal role and environment for you? Then do not hesitate and reach out to us directly via talent@altoo.io with your c.v. and why you would make a difference to Altoo. If your profile fits, we will reach out to you. All applications are confidential.
No recruitment agencies or headhunters please.
