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Senior Consultant (m/f/d) | Wealth Tech

München, Zürich
Full-time
Permanent employee

IN A NUTSHELL

In FinTech Consulting, you work at the intersection of asset controlling, accounting, asset management, and IT. With your expertise, you support our clients in mapping and analyzing complex assets. Your focus lies on advising them on professional and process-related topics and helping them structure and consolidate their entire wealth on the financial platform of the future – QPLIX Q. By the way: Our platform already manages over €300 billion in assets under management and is among the leading providers for family offices worldwide.

Your mission

  • Point of contact for project members from various professional backgrounds (investment management, controlling, accounting, IT, etc.)
  • Lead onboarding projects for new clients
  • Support and guide clients throughout the entire project lifecycle
  • Understand clients’ individual needs and develop customer-focused solutions
  • Train clients and colleagues on a variety of topics
  • Collaborate with the development team to design new features for the platform
  • Enjoy the freedom to reshape workflows and processes within the team

Your profile

  • successfully completed university degree in Business Administration, Finance, Accounting, Business Informatics, Financial Mathematics, or several years of relevant professional experience
  • several years of practical experience in the financial industry, tax consulting, auditing, consulting, or banking
  • experience in leading and managing projects
  • strong understanding of different asset classes and accounting
  • affinity for new technologies
  • proficient use of MS Office, especially Excel
  • excellent organizational skills and an independent working style
  • high motivation and quick comprehension
  • hands-on mentality
  • business-fluent in German and English

Why us?

  • attractive salary and a wide range of benefits (such as the latest Apple or Android smartphone, training
  • budget, gym membership, and much more)
  • diverse development opportunities in a dynamic environment
  • outstanding team spirit, flat hierarchies, and short decision-making processes
  • headquarters located in the heart of Munich

Contact

QPLIX GmbH
Tanja Unsöld
People, Organization & Culture
Nußbaumstr. 12
80336 München
+49 (89) 998 2716 86
career@qplix.com
https://www.qplix.com/de/


About us

QPLIX develops and operates a software solution for the management of complex assets. More than 300 billion EUR are already managed by well-known clients via the platform. They use QPLIX to manage all components of their assets under management, ranging from stocks, bonds, private equity funds and real estate to unique assets such as art and collectibles or even airplanes and golf courses. The QPLIX team brings together software engineering and financial experts with the common goal of creating the financial platform of the future.