You will be responsible for overseeing the successful organization of the distribution end to end. You will work closely with the Distribution Managers of the different countries and as well with the clients building and maintaining a strong relationship.
You will report directly to the CCO.
Your key responsibilities:
- Maintain a close relationship with clients and support the Distribution Managers (DM) on a daily basis
- Help the Distribution Managers on the CRMs (Hubspot) in achieving their revenue and AUM targets by providing clients with excellent levels of customer service
- Onboarding of new clients including sending out account opening forms and follow-ups
- Working closely with the Operation and Tech Team in order to complete the full onboarding
- Issuing account opening letters, welcome letter, and other Ad-hoc letters as requested
- Inform the DM’s of the Periodic reviews and managing all open issues related to KYC and KYT (Know Your Transaction) alerts
- Assisting in ad-hoc projects to improve on existing processes and procedures
We don’t want to start here with the usual fresh fruits and free drinks like anybody else. We have much better to offer!
- We are a really experienced and international team of digital-savvy finance experts and key executives with successful start-up know-how united by the mission to create a win for society.
- We are flexible regarding remote work. But if you wish to work from our office, we are based very centrally in Berlin in a beautiful one. You are always welcome there
- Estating is a founder-driven flat hierarchy organization where you will have an impact from day one
- We are offering a very competitive salary
We want to change the world by democratizing and disrupting the access to the property market and offer its advantages to all.
We will scale fast. While it begins with qualified investors this is only the start. Estating’s goal is to create wealth for all. Extending the advantages of investing in properties to the retail saver and eventually the un-invested, wherever they are and with whatever level of investment they wish to make.
Estating’s aim is to create a wealthier society.