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.
About the role
- Join Apsys as a Consultant Pennylane H/F and shape the future of IT services. Collaborate and innovate with clients to develop tailored solutions in a hybrid work environment.
Responsibilities
- Guide clients to make optimal use of Pennylane, ensuring clear and effective communication.
- Analyze clients' needs to propose innovative solutions that meet their specific requirements.
- Collaborate with the internal team to develop continuous improvement strategies based on user feedback.
- Train and advise users on best practices and Pennylane features to maximize their experience.
- Maintain regular follow-up with clients to ensure satisfaction and identify new opportunities for improvement.
Requirements
- Experience in services, ideally in a finance consulting role (Accounting, Analytics, Budgeting)
- Ability to work effectively in a team while upholding values of mutual respect and trust.
- Excellent communication skills for interacting with clients and team members.
- Innovation-oriented mindset with a willingness to learn and adapt to new technologies.
- Commitment to integrity and empathy in all professional interactions.
Benefits
- Health coverage (mutuelle)
- Income protection / group insurance (prévoyance)
- Swile meal card for lunches
- Attractive bonuses
- Remote work (hybrid; not full-time)
- Company car (for roles involving significant travel)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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