Location: Europe; Serbia; Poland; Georgia; Remote - Slovakia; Remote — Romania; Lithuania; Latvia; Ukraine; Estonia; Limassol; Slovenia
Workplace: Remote
Remote or hybrid | Europe (CET/EET time zone) | Crypto & Payments | Treasury & Payment Operations | Employment or B2B
Our client is an established, profitable fintech operating at the intersection of crypto and traditional payments. It runs a consumer on/off-ramp platform and a fast-growing B2B infrastructure business: APIs and white-label solutions that let exchanges, neobanks, PSPs, wallets and other platforms embed regulated crypto and fiat services. The company is authorised under MiCA and PSD2 in the EU and is expanding its licence footprint, including new e-money authorisations. The culture is owner-led, high-ownership and low-bureaucracy: decisions are made quickly and close to the founders.
About the role
This is a hands-on Treasury Manager role in the Finance & Treasury team, reporting to the Head of Treasury. Money moves every day across dozens of bank accounts, payment providers, acquirers, exchange venues and wallets, in several currencies and jurisdictions. Your job is to make sure it is in the right place, in the right amount, at the right time, and that the company can prove it to an auditor or a regulator.
You will take full ownership of operational payments, build regular cash and crypto reporting for Finance leadership, and get safeguarding reconciliation ready for the company’s upcoming e-money licences. This is an individual contributor role with real ownership: you will not just run existing processes, you will help redesign them.
What you will own
- Operational payments: the end-to-end invoice and salary payment cycle, including validation, approval routing, FX and release across banks and EMIs, as well as beneficiary verification, dual authorisation, returns and stuck payments.
- Payment process redesign: working with Finance leadership to build a faster, well-controlled payment process: higher payment frequency, invoice checks with accounting before payment, backup approvers and the four-eyes principle kept at all times.
- Cash and crypto reporting: collecting balances across banks, acquirers, PSPs, exchanges and custody accounts, and producing a signed-off cash flow report with analytics on changes in cash and crypto positions.
- Safeguarding and segregation: daily safeguarding reconciliation for e-money entities once operational, and client-asset segregation and reconciliation under MiCA and PSD2, with records that stand up to review.
- Regulatory and audit support: recurring returns for licensed entities and the treasury evidence pack for audit and regulator requests.
- Liquidity: short-term forecasting, pre-funding of settlement and trading accounts, sweeps, and stablecoin and hot/cold float management in line with policy.
- Controls and improvement: treasury policies, authority matrices and SOPs, and moving reporting and reconciliation off spreadsheets together with Finance Systems and Engineering.
What we are looking for
- 3–5 years in treasury or payment operations, ideally at a crypto or fintech company.
- Hands-on payment execution in a company role: approval workflows, banking portals, payment file formats and segregation of duties.
- Real crypto operations experience: exchange and custody accounts, stablecoin settlement, hot/cold wallet operations, on-chain verification, and network specifics such as fees, finality, memo/tag and stuck transactions.
- Ownership of regular balance reporting and reconciliation in a multi-currency, multi-account environment, including resolving breaks.
- Experience in a regulated environment: regulatory reporting, safeguarding or client-money rules, and audit or regulator requests.
- Strong Excel or Google Sheets skills.
- Exceptional attention to detail, precision under cut-off pressure and full discretion with sensitive financial information.
- Fluent English.
- Based in a time zone close to CET/EET.
Nice to have
- Hands-on PSD2 or EMI safeguarding reconciliation, including UK safeguarding.
- MiCA/CASP crypto-asset segregation and reporting.
- Experience redesigning a payment or approval process together with accounting.
- Building cash flow reports and dashboards; SQL beyond the basics.
- Fireblocks or a similar custody/MPC platform.
- A treasury certification such as ACT or CTP.
What’s on offer
- Full ownership of treasury operations in a regulated crypto and payments business.
- A role where you shape processes and controls, not just follow them.
- A remote setup, or hybrid at the company’s European HQ, with a flat structure and fast decisions.
- A full-time contract with a performance bonus.
- Paid leave, health insurance and a certification budget.
- A clear hiring process: HR interview, a joint interview with Treasury and Finance leadership, and a reference check. Because the role involves access to company accounts, a pre-employment background check follows the offer.
УдалённоEurope; Serbia; Poland; Georgia; Remote - Slovakia; Remote — Romania; Lithuania; Latvia; Ukraine; Estonia; Limassol; Slovenia; Remote or hybrid | Europe (CET/EET time zone) | Crypto & Payments | Treasury & Payment Operations | Employment or B2B; Based in a time zone close to CET/EET
Location: London, United Kingdom
Workplace: hybrid
About InvestEngine
InvestEngine is everything the modern investor should need: unbeatable value, market-leading automation, and a platform built for easy, long-term investing.
We’ve built a strong foundation, with over £3.5 billion invested, award-winning service, and a passionate team. We’re product first, with several product lines, a steady flow of new features and multiple marketing channels — and our Finance function needs to scale with us.
About the Role
We’re looking for a
Head of Commercial Finance
to join our Finance team. This is a senior, very hands-on individual contributor role with no direct reports: you’ll build the model and the P&Ls yourself.
Your mission is to build and own the financial model of the whole of InvestEngine: how we make money, how we spend it, and the unit economics of every product, channel and department. You’ll bring financial accountability and discipline, put money at the heart of our goals, give leaders self-serve access to their numbers, sharpen our path to profitability and make our financials credible to strategic investors.
You’ll report to
our CFO
and work closely with our CEO, product owners, Marketing and department heads.
What You’ll Do
Build and own one driver-based model of the business, linking clients, AUA, flows, revenue margin and cost per client to P&L, balance sheet, cash and regulatory capital
Create a P&L and budget for every department, each with a named budget holder, and review performance and variances with them monthly
Build product P&Ls (pensions, business, individual investors, trading and more) on a clear cost allocation method, with unit economics for each product line and marketing channel: revenue per client, cost to serve, CAC, LTV, payback and contribution margin
Write business cases for new features and launches, and track them against actuals after release
Make sure every company and team goal has a clear cost or revenue impact, and build the annual budget from those goals
Give leaders self-serve access to their P&L, KPIs and scenarios through the model and dashboards
Make our model, P&Ls and KPIs ready for investor due diligence, and produce the KPI dashboard for every Board meeting
Own the 13-week cash forecast, runway view and inputs to ICARA and going-concern assessments
What We’re Looking For
Ideally 7+ years in FP&A or commercial finance
Experience in a product-led digital company — essential
You have personally designed and run department and product P&Ls, including allocating shared costs
You build assumptions from how the business works, not last year plus a percentage
Strong driver-based modelling: clear, auditable models others can use
Experience building business cases and working with Marketing on channel economics
Confidence challenging senior leaders on assumptions and spend without line authority — a partner, not a policeman
The ability to turn analysis into concise recommendations for non-finance leaders and the Board
Comfortable with modern tools: dashboards, automation and AI to speed up analysis
English fluency at C1 level or above — we are a UK-based company and the role involves regular communication across the business
Nice to Have
Financial services, fintech or investment platform experience (strongly preferred)
Experience preparing models and KPIs for investors or due diligence
Xero (or strong experience with comparable systems)
ACA, ACCA or CIMA (qualified or part-qualified)
Month-end close and statutory accounts are outside this role: you’ll use actuals rather than produce them.
How We Work
We’re a lean, fast-moving team that values clarity, ownership and transparency.
You’ll have the freedom to improve how things work, the responsibility to follow through, and the backing of a team that values clear thinking and open dialogue. We believe in solving problems at the root rather than simply treating the symptoms.
What We Offer
Impact from day one
Your model and P&Ls will shape how leadership, the Board and investors see the business.
Room to grow
As InvestEngine scales, you’ll help shape how commercial finance works across the company.
Transparent and open culture
We share information openly, keep communication clear and encourage collaboration across the business.
Supportive, high-calibre team
You’ll work alongside talented people who care about both the quality of their work and the success of the wider team.
Our Hiring Process
Introductory call with our Talent team
Interview with the hiring manager
Case study: a product P&L or business case, presented back
Final interview with our CEO
We aim to keep the process straightforward, transparent and efficient.
Location: London
Workplace: Hybrid
Why loveholidays?
We’re on a mission to open the world to everyone, giving our customers unlimited choice, unmatched ease and unmissable value for their next getaway.
Our trailblaze together culture is what drives our success, powered by our people and the way they work. Using progressive technology, we drive cutting-edge innovation and improve how our customers discover, book and experience their holidays. You’ll have the opportunity to accelerate your growth through meaningful challenges, new experiences and the freedom to shape your own path. You’ll create impact for our future by taking ownership, contributing to shared goals and helping shape what comes next, all as part of our enhanced international community of talented, collaborative and passionate teams.
The difference you’ll make
You’ll sit in the Commercial Finance team, reporting to the VP Commercial Finance. You’ll work closely with senior operational and commercial leaders across the organisation as a dedicated financial co-pilot to evaluate growth opportunities, manage capital deployment, and guide strategic decision-making. Together, the team will design financial frameworks, process analytics, and robust commercial models that directly drive our competitive advantage and long-term performance.
Commercial Finance sits within our Enablement function, providing the expertise, structure and challenge that help loveholidays operate at its best. Through clear frameworks, trusted partnerships and practical guidance, we support better decisions, manage risk and create strong foundations for sustainable growth.
Your day-to-day:
- Act as a trusted financial co-pilot to leadership teams, providing insightful analysis, commercial evaluation, and constructive challenge to drive optimal business outcomes.
- Understand and translate performance drivers, connecting operational metrics with trading performance to deliver actionable insights and commercial recommendations.
- Build influential relationships across business functions, embedding yourself to become the go-to expert for financial matters, deal structuring, and strategic negotiations.
- Develop and own robust financial frameworks for major investment initiatives, managing the process from initial financial due diligence and business case preparation through to post-investment review.
- Evaluate risk and build business cases, collaborating with cross-functional teams to structure commercial arrangements and present recommendations to executive leadership.
- Establish tracking and performance reporting to monitor capital deployment against budget, evaluate deal performance, and measure overall strategy effectiveness.
Your skillset:
- Qualified Accountant (ACA, ACCA, CIMA or equivalent) with post-qualification experience in commercial finance or FP&A.
- Demonstrable success in a commercial finance business partnering or FP&A role, ideally within a fast-paced, high-growth environment.
- Experience working with high volumes of complex data with the aptitude to distil granular detail and convey simple, clear insights to stakeholders.
- Comfortable with ambiguity and thrives on the challenge of building out new processes and capabilities in a 'greenfield' setting.
- Clear understanding of key profitability levers, commercial deal structures, and financial governance.
- Exceptional communication skills with a proven ability to influence, support, and constructively challenge senior non-finance leaders.
The interview journey:
1. Intro with a member of the Talent Acquisition team - 30 mins
2. 1st stage with Hiring Manager - 45 mins
3. Final stage with key stakeholder/s including a task to present, in office - 1 hour
Perks of joining us:
- Company pension contributions at 5%
- Individualised training budget for you to learn on the job and level yourself up
- Discounted holidays for you, your family and friends
- 25 days of holidays per annum (plus 8 public holidays) increases by 1 day for every second year of service, up to a maximum 30 days per annum
- Ability to buy and sell annual leave
- Access to our electric vehicle salary sacrifice scheme
- Cycle to work scheme, season ticket loan and eye care vouchers
Our commitment to inclusion
At loveholidays, we focus on creating an inclusive environment where everyone can contribute, grow and succeed. We value the different perspectives, experiences and ideas each person brings, because they help us work better together, challenge our thinking and make stronger decisions.
As we continue to grow and evolve, we want everyone to feel supported and able to do their best work. We’re also committed to making our hiring process accessible, so please let our Talent Acquisition team know if you need any adjustments at any stage.
FFINWAY Securities LTD, functioning as the operational branch of TFOS, seeks a meticulous and proactive Securities Operations Officer to join their Cyprus team. The role involves managing both exchange-traded and OTC securities transactions, ensuring precise processing and reconciliation of operational tasks. Additionally, the officer will play a part in enhancing and automating business workflows. Candidates must possess strong analytical abilities, keen attention to detail, and be capable of thriving in a dynamic financial services setting.
Location: Austin, in-person
Underwriting & Funding Manager
About the role
inKind is looking for an Underwriting & Funding Manager to evaluate restaurant funding opportunities and make disciplined, timely funding decisions. You’ll own the review process from initial diligence through final recommendation or approval, helping inKind fund strong restaurant partners while managing risk.
This role requires financial judgment, attention to detail, and the ability to understand the business behind the numbers. You should be comfortable making decisions with incomplete information, asking thoughtful questions, and explaining your conclusions clearly.
What you’ll do
Review new funding opportunities. Assess applications, financial statements, sales trends, bank activity, existing obligations, and other supporting materials for completeness and accuracy.
Underwrite restaurant businesses. Evaluate operating performance, cash flow, liquidity, ownership experience, and the restaurant’s ability to support the proposed funding structure.
Determine appropriate funding terms. Recommend funding amounts, structures, conditions, and risk mitigants based on your analysis and inKind’s underwriting guidelines.
Make funding decisions. Approve or decline requests within your delegated authority and present exceptions or larger transactions to the appropriate decision-makers.
Document your judgment. Prepare concise underwriting summaries that explain the opportunity, key risks, assumptions, and rationale for each decision.
Lead diligence. Work with restaurant owners and internal teams to resolve questions, verify information, and identify material discrepancies or potential fraud.
Coordinate funding readiness. Confirm that required approvals, documentation, and funding conditions are complete before funds are released.
Improve the process. Help refine underwriting standards, approval workflows, and reporting to make decisions more consistent and efficient.
Learn from performance. Partner with the team monitoring funded restaurants to compare actual results with underwriting assumptions and improve future decisions.
Minimum Experience
4+ years of experience in commercial underwriting, small business financing, fintech lending, credit analysis, investment analysis, or a related field.
Strong financial statement analysis and modeling skills, including the ability to evaluate cash flow, liquidity, leverage, repayment capacity, and unit-level economics.
Experience independently evaluating transactions, assessing financial and operational risks, and making or recommending funding decisions.
Experience building, implementing, or improving underwriting processes, with a focus on automation, operational efficiency, and scalable decision-making.
Ability to translate underwriting policies, financial thresholds, risk indicators, and approval requirements into structured business rules and automated workflows.
Strong analytical and technical aptitude, with the ability to work with financial datasets, identify patterns, validate information, and support data-driven underwriting decisions.
Strong Excel or Google Sheets skills, including financial modeling, scenario analysis, and working with transaction-level data.
Familiarity with underwriting systems, financial data platforms, automated decisioning tools, or workflow automation technologies.
Ability to partner effectively with Product, Engineering, and Data teams to define requirements, test solutions, and implement improvements to underwriting systems and processes.
Sound commercial judgment and the ability to balance funding opportunities, speed of execution, and disciplined risk management.
Clear written and verbal communication skills, including the ability to explain complex financial findings, underwriting decisions, and technical requirements to financial and nonfinancial stakeholders.
Strong organization, attention to detail, and follow-through, with the ability to manage multiple funding reviews and process improvement initiatives without sacrificing quality.
Preferred Experience
Restaurant, hospitality, or multiunit business underwriting experience.
Familiarity with restaurant point-of-sale (POS) data, payment processing systems, seasonality, food and labor costs, and location-level profitability.
Experience with alternative financing structures, including revenue-based financing or merchant cash advances.
Hands-on experience implementing automated underwriting workflows, rules-based decision engines, risk-scoring models, or automated approval processes.
Experience integrating or analyzing financial data from banking platforms, POS systems, payment processors, or third-party data providers.
Working knowledge of SQL and experience with Snowflake, Sigma, Tableau, or similar data and business intelligence platforms.
Experience using AI, machine learning, or automation tools to improve financial analysis, document processing, risk assessment, or underwriting efficiency.
A track record of building or refining underwriting policies, approval frameworks, and risk management processes in a high-growth fintech or lending environment.
What success looks like
You deliver timely, well-supported funding decisions; identify material risks before funding; maintain clear and complete approval records; and help inKind grow a healthy portfolio of restaurant partners.
Compensation and benefits: $120,000 - 155,000 base salary + Benefits
Who we are:
inKind connects passionate diners with exceptional restaurants across the country. inKind partners with thousands of restaurants and has millions of users who want to discover great places, dine confidently, and earn meaningful rewards.
Through the inKind app, guests earn 20% back every time they dine, turning everyday meals into something more rewarding. From celebrated restaurant groups like José Andres and Michael Mina to beloved neighborhood favorites, inKind helps diners explore the best restaurants in town while supporting the restaurants and chefs who shape how their cities eat.
Rooted in hospitality and built on a win-win philosophy, inKind exists to help great restaurants thrive while inspiring guests to dine out more often. Every meal creates value on both sides of the table, empowering diners to savor more while strengthening the restaurant community.
inKind is an Equal Opportunity Employer. We believe that diversity is vital to inKind's ability to provide our clients with the best recommendations and are committed to fostering a varied and inclusive work environment. Your race, color, ancestry, religion, gender, gender identity, national origin, sexual orientation, age, marital status, disability status, veteran status, or any other protected category have no bearing on our hiring decisions.
By submitting this application, you acknowledge that inKind Cards, Inc. may share the information you provide with trusted third-party service providers, including fraud detection and application processing partners, to evaluate your application and ensure the integrity of our hiring process. Your information will be handled in accordance with our
Privacy Policy
. For California residents and others with applicable rights, please review our privacy notice for information about your rights regarding your personal data.
• Консолидировать финансовую отчетность по юридическим лицам группы на Кипре; • Готовить финансовую, управленческую и аналитическую отчетность для руководства;
Location: London, United Kingdom
Workplace: Remote
ABOUT PAVE BANK:
Pave Bank is the world’s first programmable business bank. Built by the founders behind Monzo and BigPay, we are redefining global business banking by integrating programmable financial infrastructure with world-class client experiences.
ABOUT THE ROLE:
As a Senior Trader at Pave Bank, you'll play a key role in executing multi-asset trading strategies and managing the bank's FX and digital asset exposures, liquidity, and treasury operations across global markets. Working across G20 and emerging-market FX, fixed income, derivatives, and digital assets/stablecoins, you'll help optimise trade execution, manage risk, and strengthen the bank's network of liquidity providers and OTC counterparties.
Beyond day-to-day trading, you'll have the opportunity to build and improve trading and treasury workflows, leveraging AI tools and automation to enhance efficiency, market analysis, and decision-making. This is a hands-on role for someone who combines strong financial market expertise with a proactive, technology-driven mindset and thrives at the intersection of traditional finance and digital assets.
KEY RESPONSIBILITIES
HIGH-IMPACT EXECUTION
- Execute multi-asset trades across FX, digital assets, and fixed income across global corridors with high precision, speed, and strict risk discipline.
- Build and manage the firm's OTC book, actively sourcing the next high-value trading opportunities for the desk.
- Devise and implement execution strategies for the desk to maximise risk-adjusted returns.
TREASURY & RISK MANAGEMENT
- Manage real-time FX and digital asset exposures within defined limits, running smart hedging and inventory positioning across 30+ currencies.
- Own intraday and end-of-day treasury operations across banks, OTC desks, exchanges, and digital wallets — maximising capital efficiency and driving idle funds to capture yield.
PARTNER & COUNTERPARTY STRATEGY
- Help manage and expand our network of liquidity providers and OTC counterparties.
- Onboard partners, benchmark pricing performance, and eliminate single points of failure across active trading corridors.
CROSS-FUNCTIONAL COLLABORATION
- Collaborate directly with Operations, Compliance, Finance, and Commercial teams on settlement flows, transaction monitoring, and business development.
AI, TOOLING & PROCESS INNOVATION
- Champion the use of AI tools and automation to streamline daily desk reporting, market analysis, and treasury forecasts, cutting out manual friction wherever it lives.
WHAT YOU'LL NEED
- Experience: 5+ years of hands-on experience in FX, OTC execution, treasury, or liquidity management at a buy-side/sell-side institution, bank, broker, crypto firm, or fintech.
- Platform Mastery: Advanced proficiency using industry-standard trading software and financial data platforms (e.g., Bloomberg Terminal).
- Multi-Asset Knowledge: A solid grasp of global financial markets, including FX (G20 & EM), fixed income products, derivatives, and digital assets. Hands-on experience trading digital assets is a major plus.
- AI Mindset: Active familiarity with AI tools and automation methods to optimise personal workflows, solve complex operational challenges, and scale desk capacity.
- Technical & Quantitative Skills: Highly numerate with advanced Excel capabilities. Experience with SQL, Python, or building custom trading/treasury tools is a major bonus.
- Decisive & Risk-Disciplined: Strong risk fundamentals with the confidence to make quick, well-calibrated decisions in live, fast-moving markets.
- Communicator & Builder: Clear, confident communication style to lead partner discussions. A strong bias toward action, comfort with ambiguity, and the ability to thrive in a fast-paced environment where execution speed is critical.
If you read through this description and don't check off every single box, but you have a strong foundation in market dynamics, a passion for digital assets, and a deep appetite to build — apply anyway. We care much more about your drive, your adaptability, and your capacity to learn than a 100% match on a checklist.
Задачи:
— Управление криптоактивами казначейства ежедневно, обеспечение их безопасности и ликвидности
— Мониторинг позиций
— Постоянная проверка возможных отклонений в учёте
— Мониторинг балансов цифровых активов
— Участие в подготовке еженедельных и ежемесячных отчётов казначейства
— Поддержка в разработке и оптимизации рабочих процессов
— Координация с внутренними подразделениями для выполнения ежедневных обязанностей
Требования:
— Высшее образование в области финансов, бухгалтерии или экономики
— Опыт работы 2+ года в казначействе, бухгалтерии или финансах
— Понимание основ блокчейна и криптовалют
— Продвинутые навыки работы с Excel
— Сильные коммуникативные навыки для эффективного донесения результатов и сотрудничества с кросс-функциональными командами
— Высокая организованность и ответственность, способность работать с минимальным контролем
— Хороший уровень устного и письменного английского и русского языков
— Приветствуется опыт криптотрейдинга
— Уровень английского B2-C1
Условия:
— Удалённая работа из почти любой точки
— Гибкий бюджет Benefit Bar до 230 евро в месяц на спорт, ментальное здоровье, коворкинг, домашний офис или медицинские расходы
— Опциональные офисы и поддержка релокации
— Гибкая, асинхронная рабочая среда
— Бюджет на обучение, сертификации и профессиональное развитие
— Поддержка изучения языков
— Медицинская страховка или компенсация в зависимости от локации
— Доступ к поддержке ментального здоровья
— Финансовая поддержка в важных жизненных ситуациях
— Магазин мерча с системой наград
— Командные выезды и корпоративные мероприятия
УдалённоjuniorFlexible Benefits Benefit Bar: up to €230/month, a flexible monthly budget for what matters most to you, from sports and mental health to coworking, home office, or medical-related expenses Work & Flexibility Fully remote work from almost anywhere Optional offices and relocation support Flexible, async-friendly environment Growth & Learning Budget for courses, certifications, and professional development Language learning support Cross-team learning and knowledge sharing Wellbeing & Support Medical insurance or reimbursement depending on location Access to mental health support Financial support for important life events Extras Merch shop with rewards system Team offsites and company events
Location: Мурманск
Команда Северо-Западного банка приглашает лидера, который будет развивать направление по финансовому оздоровлению физических лиц. Ваша задача - организовывать работу взыскания, работать с ключевыми показателями, а также управлять деятельностью подразделения.
Обязанности
**Что нужно делать:**
· организовывать работу подразделения розничного взыскания: анализировать ключевые показатели эффективности (KPI) и выполнение бизнес-плана на территории Мурманского отделения
· контролировать выполнение планов и KPI, готовить отчёты, презентации и аналитические справки для руководства
· участвовать в работе коллегиальных органов при рассмотрении вопросов по направлениям деятельности и смежным направлениям
· руководить деятельностью подразделения: организовывать работу согласно стандартам и методикам, распределять задачи и обучать сотрудников
· выявлять отклонения от планов, анализировать причины и разрабатывать меры по их устранению
· контролировать осмотр заложенного имущества, полноту и своевременность мероприятий по оставлению нереализованного имущества за банком, вести реестр залогов и подписывать договоры оценки
· взаимодействовать с контрагентами (внутренними и внешними) по урегулированию проблемной задолженности: вести переговоры со сложными клиентами, искать варианты погашения долгов, организовывать встречи с представителями государственных органов и коммерческих организаций
Требования
**Мы ждём, что вы:**
· эксперт с высшим экономическим, юридическим или финансовым образованием
· обладаете опытом работы в банковской или финансовой сфере не менее 5 лет
· успешно управляли подразделением по взысканию проблемной задолженности не менее 2 лет
· хорошо знаете законы РФ, касающиеся работы с проблемной задолженностью физических лиц и предприятий малого бизнеса (ФЗ №229, №353, №127, №230, №118 и др.).
Условия
**Что мы предлагаем:**
· квартальную, годовую премию и ежегодный пересмотр зарплаты
· возможность влиять на свой доход и зарабатывать больше
· уникальную систему онлайн обучения Сбера для карьерного развития и роста
· расширенный ДМС и льготное страхование для семьи
· бесплатную подписку СберПрайм, возможность использования на трех близких
· вознаграждение за рекомендацию друзей в команду Сбера
· гибкий дисконт по ипотечному кредиту, равный 1/3 ключевой ставки ЦБ.
Задачи:
— Ведение финансового планирования, прогнозирования и анализа эффективности.
— Работа с бюджетированием, KPI и финансовым моделированием.
— Взаимодействие с бизнес-партнерами для обеспечения финансового управления.
Требования:
— Опыт работы с инструментами Pigment и NetSuite.
— Знание финансового анализа, бюджетирования и управления показателями эффективности (KPI).
Условия:
— Информация о формате работы, зарплате и локации не указана.
Location: Уфа
СберПервый – это банк для состоятельных клиентов. Наши эксперты используют различные биржевые инструменты, чтобы помочь клиентам сформировать индивидуальные инвестиционные планы и достичь своих жизненных целей. Мы используем передовые технологии и стандарты привилегированного обслуживания, чтобы быстро решать финансовые задачи и помогать нашим клиентам расширять свой бизнес и деловые связи.
Обязанности
### Что нужно делать:
* привлекать клиентов-инвесторов премиального сегмента и выстраивать с ними доверительные, долгосрочные отношения
* вести портфели клиентов, регулярно проводить ребалансировку, информировать клиентов об изменениях и помогать сформировать портфель по их инвестиционному профилю и целям
* следить за новостями и изменениями на финансовых рынках, формировать актуальные инвестиционные идеи
* презентовать клиентам базовые, инвестиционные и страховые продукты Сбера: депозиты, страхование жизни, брокерские услуги, доверительное управление, ПИФы, структурные продукты, налоговое и юридическое консультирование, продукты и услуги экосистемы Сбера и другие.
Требования
### Мы ждем, что вы:
* специалист с высшим образованием по направлению финансы, экономика или банки
* имеете опыт работы в сфере продаж инвестиционных продуктов премиальному сегменту от 3-х лет
* знаете все о финансовых рынках и инвестициях
* знаете стандарты обслуживания и продаж банковских и инвестиционных продуктов клиентам премиального сегмента
* умеете формировать риск-профиль клиента
* готовы использовать ИИ в ежедневной работе (обучение за счёт компании — есть свои курсы).
Условия
### Что мы предлагаем:
* квартальную, годовую премию и ежегодный пересмотр зарплаты
* возможность влиять на свой доход
* перспективы карьерного роста
* расширенный ДМС и льготное страхование для семьи
* уникальную систему онлайн обучения Сбера для карьерного развития и роста
* подписку Прайм с возможностью совместного использования на трёх близких
* вознаграждение за рекомендацию друзей в команду Сбера
* гибкий дисконт по ипотечному кредиту, равный 1/3 ключевой ставки ЦБ.
Присоединяйтесь к команде СберПервый!