Wealth Management Planning Consultant supporting high - net - worth clients at Fidelity through personalized financial strategies. Handling client inquiries and collaborating with Advisors to enhance service offerings.
DA
Hybrid Business Consultant, Cash and Custody Services
Posted 3 months ago
About the role
- Business Consultant working on projects related to cash services for Deutsche WertpapierService Bank AG. Involved in optimizing processes and collaborating closely with IT and clients.
Responsibilities
- Participate in projects, particularly around Cash‑FX, financial transactions and reconciliation
- Assume subject-matter responsibility or take on the role of project management
- Analyze and optimize existing processes
- Develop new concepts and advance the development of systems and processes
- Work closely with internal stakeholders and external partners in the custody process
- Prepare clear, impactful presentations and decision documents for different target audiences
- Independently familiarize yourself with new topics and develop solutions
Requirements
- Completed commercial vocational training, a degree in finance or business administration, or an equivalent qualification
- Experience in project management or process optimization, ideally from the banking or financial services environment
- Knowledge of agile methodologies is a plus
- Ability to communicate effectively with IT and to translate business requirements clearly
- Confident user of MS Office, in particular PowerPoint and Excel
- Fluent German (C1) and good English skills (B1)
Benefits
- Flexible working hours (flexitime model) including home office options (60% remote)
- Technical equipment for the home office (monitors, keyboard, mouse)
- Performance-based compensation combined with attractive social benefits and discounts (including VL and BVV)
- 30 vacation days & 25 days per year working from within the EU
- eGym Wellpass & care advisory “aduna.care”
- Keep‑in‑touch program during parental leave
- Targeted and individual development opportunities
- Access to LinkedIn Learning
- Employee referral program ("Mitarbeiter werben Mitarbeiter")
- Subsidized meals in our canteen
- Free Deutschlandticket & bike leasing
- Bookable free parking spaces
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Service Management Tools Consultant designing and developing ITSM tool solutions for diverse clients. Collaborating on service transformation and implementing best practices in IT Service Management.
ERP Support Consultant providing technical and functional support for ERP systems at Questel. Assisting users and troubleshooting system issues to ensure efficient operations across business processes.
Consultant managing B2B relationships in the education sector. Growing client portfolio with focus on payment solutions and financial services.
Principal Consultant leading complex e - invoicing implementations for Thomson Reuters, ensuring customer success and delivery excellence. Collaborating with Sales and internal stakeholders to shape solutions for growth.
Educational Consultant driving implementation of innovative educational projects in English language education with schools in Brazil. Seeking enthusiastic and innovative professionals to support educational methodologies.
Lead Consultant responsible for designing financial planning standards and integrating Northwestern Mutual’s Financial Planning Philosophy. Collaborate with cross - functional teams to enhance financial planning software and practices.
Managing Consultant driving process, service, and digital transformation for clients in Nigeria. Leading engagements to redesign processes and implement automation solutions in a hybrid work environment.
Junior IT Consultant at MESKRU GmbH focusing on client consultations and Atlassian tools. Work in a dynamic environment to deliver innovative IT solutions in a hybrid setup.
Senior Consultant in Infrastructure Advisory at Aurecon delivering high - quality advisory across business cases and diverse sectors. Collaborating with multidisciplinary teams to enhance infrastructure outcomes in Australia.