Associate Wealth Advisor

Heritage Holdings

WHO WE ARE Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable. Our team comprises of a diverse international group of individuals from leading organisations and with diverse backgrounds, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests. YOUR ROLE AS BUSINESS ANALYST/ASSOCIATE We are looking for a Business Analyst/Associate (depending on seniority) to join our team. This role will play a key part in supporting the start-up of our Paris office, a new and growing hub within our global organization. The successful candidate will be instrumental in driving and implementing the integration of the Paris office with our central Technology, Operations, and Investing teams, currently based across Milan and London. The role will directly contribute and have an impact to the launch of the new office, working in close collaboration with international teams and playing a central role in establishing efficient processes, data flows, and cross-office collaboration. CORE RESPONSIBILITIES INCLUDE: Client and Portfolio Reporting * Prepare and deliver weekly, monthly, and quarterly consolidated reports for client portfolios, including performance, allocation, and risk analysis * Collect, validate, and consolidate data from multiple sources (custodians, fund administrators, life insurance platforms, internal systems) * Contribute to the development, improvement and enhancement of automated reporting tools, automation initiatives and dashboards in collaboration with the Tech team * Contribute to the collection and preparation of data for monthly and quarterly consolidated family reports Portfolio Operations and Reconciliation * Perform daily trade and position reconciliations and weekly NAV reconciliations for internally managed funds * Support portfolio risk and performance reporting processes * Investigate and resolve reconciliation breaks with custodian banks and administrators  Coordination and Support * Support the Investment team in portfolio monitoring, trade execution follow-up, and ad-hoc data analysis. * Liaise with different stakeholders to ensure timely and accurate information exchange (custodian banks, life insurance companies, and fund administrators, etc.) * Assist with subscription and redemption requests, ensuring proper documentation and communication with all relevant parties * Maintain and update client profiles, including KYC, AML, and suitability documentation in accordance with regulatory requirements Key Requirements  * Outstanding academic background with master’s degree in Finance, Economics, or a related discipline * 1-3 years of experience in a FinTech/technology-based environment or multi-family office, private bank, asset manager, fund administrator * Knowledge of financial instruments and investment operations acquired through academic studies * Experience with portfolio management or fund accounting systems is a plus * Tech-savvy with a strong interest in exploring new technologies * Tools specific to wealth management reporting is considered a plus * Familiarity with data automation tools (VBA, Power BI, or Python) is considered as a plus * Strong Excel skills * Highly motivated and proactive, with a hands-on attitude * Excellent organizational and analytical skills, with strong attention to detail * Effective communicator with a collaborative and multicultural mindset * Ability to manage multiple priorities and deadlines in a dynamic environment * Fluent in English and French At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making. By applying to this job offer, you confirm that you have read and understood Heritage's privacy policy: http://bit.ly/privacypolicy121.

Bitpanda

WHO WE ARE  We simplify wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, we’re here to help people trust themselves enough to build their financial freedom — for now and the future. Our user-friendly, trade-everything platform empowers both first-time investors and seasoned experts to invest in the cryptocurrencies, crypto indices, stocks*, precious metals and commodities* they want — with any sized budget, 24/7. Our global team works across different cultures and time zones, bringing our products to more than 7 million customers, making us one of Europe’s safest and most secure platforms that powers modern investing.   Headquartered in Austria but operating across Europe, our products are built by fast-moving, talented, “roll-up-your-sleeves-and-make-it-happen” kind of people. It’s these diverse perspectives and innovative minds operating as ONE TEAM that keep Bitpanda at the cutting edge of our industry. So if you’re someone who thinks big, moves fast and wants to make an impact right from day one, then get ready to join our industry-changing team. Let’s go!   YOUR MISSION As a Localized Customer Care Associate, you will provide high-quality, phone-based customer care for a specific market. In this role, you will handle customer inquiries with professionalism and care, ensuring every interaction builds trust and loyalty, and contribute to the growth and success of localized customer care operations. WHAT YOU’LL DO: * Provide world-class service to Bitpanda’s customers by handling their requests primarily through phone support, but occasionally also via ticketing system and live chat, ensuring timely and professional support that enhances customer satisfaction and loyalty. * Align daily with your manager and collaborate to achieve company and team targets through strategic planning, strong communication, and consistent focus on performance metrics. * Dive deep into user feedback to identify critical product and feature requests, working closely with internal teams to share actionable insights and improve the customer experience. * Continuously strive to identify opportunities to improve Bitpanda’s support processes, contributing to overall excellence in customer care. * Build strong relationships with other departments, fostering collaboration to increase Customer Satisfaction (CSAT)  and Net Promoter Scores (NPS). WHO YOU ARE * Proven experience within Customer Care or Sales, providing support to clients via phone or video calls. * Excellent verbal and written communication skills in French (C2 level or equivalent) and English (B2 level or higher); additional languages are a plus. * A passion for crypto, investing, and an interest in global financial markets or fintech domains is advantageous but optional. * Flexible and adaptable to thrive in a dynamic, fast-paced environment; willing to work in shift patterns, including evenings and weekends, as needed. * Experience with Customer Care systems, such as Zendesk, is desirable but optional. WHAT’S IN IT FOR YOU * Flexibility to work where you thrive – Enjoy the freedom of our Hybrid working model, combining onsite collaboration and remote work, with an additional 25 days per year to work from a city or country of your choice. * Reward for your impact – Receive a competitive total compensation package aligned with Bitpanda’s pay-for-impact policy, including participation in our stock option plan. * Support for your mental wellbeing – Access confidential coaching, counselling, and mental health resources whenever you need them through OpenUP. * Time to recharge – On top of your standard annual leave, Prioritise your wellbeing with 3 additional days of paid time off to rest, reset, and recharge, available once you’ve been with us for 6 months. * Continuous learning and growth – Grow your skills and stay ahead in your career with unlimited access to Udemy’s library of online courses at your own pace. * Exclusive perks and rewards – Enjoy discounts, rewards, and perks from partners worldwide across lifestyle, wellness, tech, and travel. * Support during life milestones – Take advantage of our additional 8 weeks of gender-neutral new parent leave to welcome and bond with your new addition to the family. * Fuel and focus on-site – Pandas in Vienna, Bucharest, Barcelona, and Berlin can enjoy free onsite dining, with freshly prepared lunches and snacks to keep you fueled and focused all day long. * Recognition for your contributions – Celebrate milestones and achievements with recognition and rewards for your Tenure at Bitpanda. * Show your Bitpanda pride – Access exclusive Bitpanda-branded merchandise and gear to represent. * Connect and celebrate with your team – Join unforgettable company events, from our Winter Party in Vienna to gatherings worldwide, fostering fun, connection, and celebration        .…and even more location-specific benefits designed to make life at Bitpanda even more rewarding wherever you are.   Above all, you will have the opportunity to learn and grow as part of Bitpanda’s incredible journey towards being Europe’s future #1 investment platform. BITPANDA IS COMMITTED TO FOSTERING A FAIR AND EQUAL ENVIRONMENT BASED ON TRUST AND MUTUAL RESPECT. WE BELIEVE THAT A DIVERSE AND INCLUSIVE WORKPLACE IS PARAMOUNT TO OUR SUCCESS AND WE ARE COMMITTED TO BUILDING A TEAM THAT REPRESENTS A WIDE VARIETY OF BACKGROUNDS, PERSPECTIVES, AND SKILLS. * THESE BENEFITS MAY BE ADJUSTED AT BITPANDA’S DISCRETION AND DO NOT APPLY TO OUR INTERNSHIPS AND EXCEPTIONS TO OUR HYBRID WORKING POLICY APPLY TO TEAMS WITH SHIFT SCHEDULES OR FOR FOLKS WHOSE ROLES REQUIRE THEM TO BE IN-OFFICE (THINK: WORKPLACES TEAM OR IT).

Adlook

O stanowisku:   Jako Client Development Associate w Adlook będziesz wspierać realizację kampanii digitalowych - od identyfikowania możliwości rozwoju współpracy z klientami po analizę wyników i rekomendacje po zakończeniu kampanii. To stanowisko łączy strategiczne podejście do obsługi klienta z operacyjnym prowadzeniem kampanii programmatic, zapewniając wsparcie zarówno w obszarze consultingu, jak i execution. Na co dzień będziesz ściśle współpracować z Sales Managerami oraz Technical Account Managerami (TAM). Szukamy osoby o analitycznym podejściu, z doświadczeniem w pracy z klientem oraz zainteresowanej rozwojem w obszarze adtech i reklamy cyfrowej.