Client Onboarding Manager - Wealthtech Transformation

Performativ Group

Copenhagen, Denmark
**
4+ years client onboarding experience
Project management in fintech or saas
Asset management or investment workflows knowledge
** Performativ Group is seeking a Client Onboarding Manager to lead client onboarding projects in the wealthtech sector. The role involves designing scalable frameworks, managing client relationships, and leveraging AI tools to enhance the onboarding experience. **

Job Summary

  • You will take the lead in delivering a world-class onboarding experience ensuring smooth implementation and long-term satisfaction.
  • The role involves designing structured frameworks to support scalable, premium client experiences while acting as a subject matter expert.
  • Join a fast-growing fintech scaleup supported by top-tier VCs with opportunities to accelerate your career alongside professionals from leading institutions.

Matching Summary

Match Score: 75

** Performativ Group is seeking a Client Onboarding Manager to lead client onboarding projects in the wealthtech sector. The role involves designing scalable frameworks, managing client relationships, and leveraging AI tools to enhance the onboarding experience. **

Skills & Requirements

Must-have

  • 4+ years client onboarding experience
  • Project management in fintech or SaaS
  • Asset management or investment workflows knowledge
  • Strong organizational skills for multiple priorities
  • Excellent communication and interpersonal skills
  • Proficiency with Microsoft Office tools

Nice-to-have

  • Experience with custodian data flows
  • Interest in using automation tools
  • Bachelor's degree in Finance or Business
  • Proactive solutions-oriented approach
  • Customer-first mindset

Key Requirements

  • 4+ years of relevant experience
  • Familiarity with asset management operations
  • Bachelor's degree preferred

Work Rights

Not specified

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