Your agile squad is engineering the beating heart of our new investment advice platform by creating the core advisory capabilities from a customer, advisor and regulatory perspective. Together, you will design the suitability journey, ensure the traceability & auditing of data and provide alerts as well as the necessary information flow towards clients and coaches according to given regulations. As a “Customer Journey Expert”, you are specifically responsible for the definition of the complete global suitability journey (while allowing some local exceptions) in addition to the processes & touchpoints related to the advice core module. Last but not least, you support with defining the advice data model and create an efficient reporting system of the advisory process.
Theodor-Heuss-Allee 2, 60486 Frankfurt am Main
Südwestpark 97, 90449 Nürnberg
Podbielskistraße 343, 30659 Hannover