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Project Manager & Account Manager - Remote

Posted 1 week ago
Project Management
Full Time
Switzerland

Overview

The Project Manager & Account Manager at Evooq is responsible for leading onboarding projects for new clients, acting as the main point of contact and trusted advisor for existing clients, and ensuring client satisfaction through effective project execution.

In Short

  • Lead onboarding projects for Independent Asset Managers on the Wealth Platform.
  • Identify and implement product extensions based on client feedback.
  • Ensure excellent project execution and client satisfaction.
  • Define and manage project governance, schedule, and budget.
  • Conduct training with end users and produce related materials.
  • Act as a trusted advisor and maintain strong client relationships.
  • Maximize client utilization of products and services.
  • Track key metrics for continuous improvement.
  • 3+ years of experience in financial services or consulting.
  • Fluency in English and German; additional languages a plus.

Requirements

  • 3+ years in financial services or consulting with a focus on client implementation.
  • Degree in finance, business, or business computer science.
  • Knowledge in financial products, banking, and wealth management.
  • Excellent communication and interpersonal skills.
  • Strong organizational and multitasking abilities.
  • Experience in project management and Agile methods.
  • Client-oriented with a can-do attitude.
  • Strong team player in a flat hierarchy environment.
  • Ability to work under pressure and meet deadlines.
  • Fluency in English and German is mandatory.

Benefits

  • Work autonomously with cutting-edge technologies.
  • Collaborate on great projects with talented colleagues.
  • Friendly, international team atmosphere.
  • Strong team spirit and collaborative work style.
  • Possibility of 2 days remote work per week.
  • Extra activities and team building events.
  • Location near train station and city center.
Evooq logo

Evooq

Evooq is a global provider of technology-driven solutions designed for wealth and asset managers, aiming to simplify the investment process and enhance accessibility and understanding for professional investors and their clients. The company combines data, technology, and investment expertise to help finance professionals identify investment opportunities, make informed decisions, and manage risks throughout the investment lifecycle. With a flat organizational structure that promotes autonomy, trust, and responsibility, Evooq fosters a collaborative environment where teams work closely to deliver exceptional client service. Headquartered in Lausanne, Evooq has a presence in Zurich, Geneva, Fribourg, and Singapore, serving a diverse clientele that includes some of the world's largest banks, wealth management firms, and pension funds across Europe and Asia.

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