Senior Wealth Manager - Remote

Overview

Green-Got is a fintech that offers individuals the opportunity to invest in companies focused on environmental transition. The role involves making their life insurance products among the best in the market and advising clients on their financial investments.

In Short

• Develop investment strategies for life insurance products.
• Monitor portfolio performance and recommend optimizations.
• Advise clients on asset allocation and risk profiles.
• Respond to client inquiries through various channels.
• Proactively develop existing client portfolios.
• Create educational content on personal finance.
• Collaborate with tech and product teams to enhance user experience.
• Participate in team synergies for optimal client service.
• Engage in continuous learning and adaptation of financial methodologies.
• Work in a dynamic, motivated team environment.

Requirements

• 3+ years of experience in wealth management or asset management.
• Strong understanding of financial products and investment strategies.
• Excellent communication and interpersonal skills.
• Ability to analyze complex financial data.
• Proficiency in English and familiarity with financial terminology.
• Motivated and eager to learn in a fast-paced environment.
• Strong organizational skills and attention to detail.
• Alignment with Green-Got's mission and values.

Benefits

• Opportunity to contribute to an impactful project in sustainable finance.
• Competitive fixed salary with performance bonuses.
• Work in an international and dynamic team environment.
• Fast-track responsibilities within the team.
• Learning opportunities alongside experts in sustainable finance.
• Remote work options available.