Marc Schwarz

Damit Sie in den dynamischen Asset Management Markt wettbewerbsfähig bleiben, benötigen Sie eine Portfoliolösung, die mehrere Anlageklassen, Multi-Währungsportfolios und komplexe Globale Fondsstrukturen unterstützen kann. Advent bietet eine hoch skalierbare, einheitliche Plattform, die mehrere Anlagestrategien unterstützt und ständig steigende Anforderungen an Echtzeitdaten und nahtlose mit unternehmensweiten Systemen an. https://info.advent.com/dach

Manage Account Management, Client Training teams responsible of a $50mio book. Coordinating AM in renewals, identifying accounts at risk, key upgrades and new sales. Developing staffing strategies to optimise department performance, recruiting, hiring, training of new staff. Working with the Product Manager, Marketing team to develop and execute campaigns, contribute to product improvements. Provide forecast, pipeline info to senior management.

Contact with client base (CH/D) to encourage order flow, additional commission based business, trade queries. Maintain contact with fund providers/custodians to ensure that access to funds and service levels received remain high. Unit trust order execution service to execute open orders within the OMS to market and client side. Order collection/management within OMS to ensure that all orders are actioned in deadlines and placed with providers to give client service of the highest standard.