500 candidates
| Triage Decision | Full Name | Company | Title | Headline | Location | Profile | Score | Relevance | AI Reasoning | German |
|---|---|---|---|---|---|---|---|---|---|---|
| Holger Bauer | Deutsche Börse AG | Key Account & Sales Manager | Key Account & Sales Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | The candidate Holger Bauer holds the position of Key Account & Sales Manager at Deutsche Börse AG since 2002. His responsibilities include acting as the single point of contact for cooperation partners involving stock exchanges and clearing entities, as well as onboarding new partners using trading, clearing, data dissemination, index calculation, and settlement infrastructure of Deutsche Börse Group. This directly aligns with the required experience in account management and trading services, brokerage, clearing, settlement, and capital markets, making him a very strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest focused on Investment API and trade services. | no information | |
| Lars-Henrik Guenther | BNP Paribas Securities Services | Global Relationship Manager International Clients | Global Relationship Manager International Clients | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | Lars Henrik Guenther is currently a Global Relationship Manager International Clients at BNP Paribas Securities Services, which is a market-leading custodian in Europe with a strong focus on asset owners and asset managers. His role involves client relationship management with an emphasis on asset management, ETF services development, and securities-related operations. Given BNP Paribas Securities Services' nature, the job likely includes trade services, custody, clearing, and settlement functions. His profile shows extensive experience in client relationship roles related to securities and trade services, perfectly matching both the account management and technical securities/trade expertise required for the Senior Account Manager role at Upvest. His experience aligns well with the keywords and key responsibilities mentioned in the job description. | no information | |
| Wolfgang Beigl | Baader Bank AG | Leiter Custody Services | Leiter Custody Services | Greater Munich Metropolitan Area | Link | 9 | very high | Wolfgang Beigl has strong relevant experience with a current role as Leiter Custody Services at Baader Bank AG since 2009, indicating long-term expertise in custody and securities services. His prior experience as Unit Head Custody Services at State Street included leading departments for Cash, Clearing & Settlement, Corporate Actions, and related functions, which are closely aligned with trade services, settlement, and securities operations. The roles suggest significant management and client relationship oversight. While the title is not explicitly 'Account Manager,' his leadership in client-impacting custody and trade service functions fits key requirements. Therefore, he scores very high for the (Senior) Account Manager Enterprise Clients position at Upvest focused on trade services and settlement. | no information | |
| Martina Filizer | BNP Paribas Securities Services | Head of Client Service Management Asset Owner/Asset Manager | Head of Client Service Management Asset Owner/Asset Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | Martina Filizer currently holds a senior role as Head of Client Service Management Asset Owner/Asset Manager at BNP Paribas Securities Services. Her experience includes multiple roles at BNP Paribas in client relationship management such as Relationship Manager Institutional Investors, Relationship Manager Banks and Brokers, and Account Officer Local Settlement. This demonstrates extensive expertise in client account management, securities processing, settlement, and trade services in a capital markets environment. Her professional background closely aligns with the requirements for the (Senior) Account Manager Enterprise Clients role at Upvest, which demands experience in account management and securities/trade settlement services. The high-level management roles and focus on client service management in asset ownership and trading services make her an excellent fit for the role, earning a score of 9 out of 10. | no information | |
| Alexander Lehn | BNP Paribas - Securities Services | Head of Client Lines, Member of local Management ExCo | Head of Client Lines, Member of local Management ExCo | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate, Alexander Lehn, holds a current senior role as Head of Client Lines at BNP Paribas Securities Services, indicating strong account management experience. His roles have chiefly involved client relationship management and sales within securities services, custody, and capital markets. His experience at BNP Paribas and J.P. Morgan includes managing client accounts, securities services, and trade processing environments, directly relevant to trading services, brokerage, clearing, and settlement functions. His background includes managing institutional clients in custody and fund services, capital markets, and securities processing, which aligns very well with the role of (Senior) Account Manager Enterprise Clients at Upvest, focused on investment API services for trade services and settlement. No irrelevant experiences detract from the fit, making him a highly suitable candidate with a score of 9 out of 10. | not Limited | |
| Najeeb Hamood | Deutsche Börse | Vice President, Head of Technical Key Account Mangement - Frankfurt | Vice President, Head of Technical Key Account Mangement - Frankfurt | Eschborn, Hesse, Germany | Link | 9 | very high | The candidate holds a senior role at Deutsche Börse, a leading exchange organization, as Vice President and Head of Technical Key Account Management, with current and previous roles at Deutsche Börse and Eurex Frankfurt AG. These roles imply significant experience in managing key accounts in a technical and financial environment closely related to capital markets and trading services. The company background and job titles indicate strong familiarity with securities, trade services, settlements, and client relationship management. This candidate's experience aligns well with the requirements of the Upvest Account Manager role, particularly in account management and securities processing, making them a very strong fit for the position. | no information | |
| Daniel Schaefer | BNP Paribas - Securities Services | Client Line Manager Financial Institutions and Corporates | Client Line Manager Financial Institutions and Corporates | Düsseldorf, North Rhine-Westphalia, Germany | Link | 9 | very high | The candidate holds the current position of Client Line Manager Financial Institutions and Corporates at BNP Paribas - Securities Services, which is directly in line with the role's requirement for account management and client success management in investment and securities services. Previous positions include Senior Product Manager and Director roles focused on Markets and Securities Services at HSBC, with experience covering custody, clearing, product management, and corporate actions. The profile contains numerous relevant keywords such as securities services, custody, clearing, settlement, trade processing, and corporate actions, which are highly relevant to the job in Investment API FinTech. The candidate's education in banking, corporate finance, and securities law further supports suitability. The overall fit is very strong with notable experience in the key areas of account management and securities/trading services, thus scoring a 9 out of 10. | not Limited | |
| Matthias Spletzer | CACEIS | Senior Client Coverage Manager - Asset Owners & Asset Managers - Caceis Bank S.A., Germany Branch | Senior Client Coverage Manager - Asset Owners & Asset Managers - Caceis Bank S.A., Germany Branch | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate Matthias Pletzer has extensive experience in client relationship management, including senior client coverage roles at CACEIS and KAS BANK N.V. His backgrounds include managing relationships with asset owners, asset managers, and financial institutions, as well as specialization in clearing, settlements, custody, and post-trade services. These roles and experience closely match the key tasks and main experience required for the (Senior) Account Manager Enterprise Clients role at Upvest, especially in securities processing, trade services, settlement, and investment platforms. Given the strong alignment in experience and responsibilities, the candidate is a very good fit scoring 9 out of 10. | no information | |
| Rohi M. | Deutsche WertpapierService Bank AG | Network Relationship Manager | Network Relationship Manager | Germany | Link | 9 | very high | The candidate, currently a Network Relationship Manager at Deutsche WertpapierService Bank AG, has over 20 years of experience in financial markets with a strong focus on trading operations and global network management. Their role involves managing strategic relationships with custodians, financial intermediaries, and market infrastructures, which aligns well with account management and client success responsibilities. Previous experience in regulatory reporting, trade settlement, and Central Securities Depositories (CSDs) shows direct relevance to securities processing, trade services, and post-trade activities. Keywords like 'trade settlement', 'post-trade', 'securities processing', and 'custodian' appear clearly in their experience. They hold titles indicative of senior expertise in post-trade and network management, matching the requirements of senior account management in a trading/settlement environment. Hence, the fit score is very high at 9 out of 10. | not Limited | |
| Markus Wirwahn | BNP Paribas - Securities Services | Manager Client Services | Manager Client Services | Düsseldorf, North Rhine-Westphalia, Germany | Link | 9 | very high | Markus Wirwahn is currently a Manager Client Services at BNP Paribas Securities Services, directly relevant to custody, securities, and client service. His extensive background includes account management roles at HSBC focused on broker dealer clients in markets and security services. He has deep experience in securities trading, settlement, and capital markets, confirmed by roles such as Wertpapierspezialist (securities specialist) and Wertpapierhändler (securities trader) at various financial institutions. His profile explicitly aligns with keywords and tasks such as trade services, settlement, account management, and securities processing, making him a very strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest, which requires client relationship expertise combined with securities and trade services knowledge. | no information | |
| Heiko Schwalb | Euroclear Bank | Relationship Manager | Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | The candidate, Heiko Schwalb, has extensive experience directly relevant to the role. He is currently a Relationship Manager at Euroclear Bank, a leading capital markets infrastructure provider specializing in settlement and post-trade services, which closely aligns with the key tasks involving trade services, settlement, and client management. His role covers managing relationships for a wide client base across multiple countries, indicating strong account management skills. Additionally, his past experience at Deutsche Bank includes fixed income operations, Euroclear settlement, and team leadership in securities settlement processes, demonstrating deep expertise in securities processing, trade services, settlement, clearing, and post-trade functions. Relevant keywords such as settlement, trade services, capital markets, securities operations, and client relationship management are well represented in his profile. This makes him a very strong fit for the Senior Account Manager Enterprise Clients role at Upvest focused on Investment API fintech with securities and trade service experience. | not Limited | |
| Stefan S. | State Street Investment Management | Head of Client Relationship Management Germany & Austria | Head of Client Relationship Management Germany & Austria | Munich, Bavaria, Germany | Link | 9 | very high | The candidate, Stefan S., is currently the Head of Client Relationship Management for Germany & Austria at State Street Investment Management since 2018. This role clearly reflects senior-level account and client relationship management experience. His previous roles include Client Relationship Manager and Client Services Manager at the same company, indicating a strong background in client-facing roles. Prior experience at Societe Generale Securities Services includes roles such as Head of Fund Management and Advice Management, plus a long tenure as Fund Accountant, demonstrating deep experience in securities, trade services, and fund management. The combination of leadership in client relationship management and extensive securities and trade services experience aligns very well with the requirements for the (Senior) Account Manager Enterprise Clients role at Upvest, especially involving investment API, trade services, settlement, and securities processing. The keywords from the role requirements are strongly met in his profile, justifying a very high fit score of 9 out of 10. | not Limited | |
| James Stoker | BNP Paribas Securities Services Frankfurt | Global Relationship Manager | Global Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | James Stoker's profile shows strong and relevant experience as a Global Relationship Manager at BNP Paribas Securities Services Frankfurt, with a focus on securities services, trade services, and settlement. His previous roles include Director positions at Citibank Global Transaction Services and ABN AMRO Clearing with responsibilities covering clearing, custody, trade services, and client relationship management. His experience aligns well with the requirements for the Account Manager role at Upvest, specifically in client relationship management and securities/trading services. The profile includes key terms such as clearing, custody, trade services and settlement, capital markets, and client management, indicating a very good fit for the role. | no information | |
| Torsten Werner | Commerzbank AG | Client Relationship Manager | Client Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | Torsten Werner currently holds the position of Head of Post Trade Operations at Commerzbank AG, which involves direct responsibility in post-trade activities such as settlement and trade services. His concurrent roles include Client Relationship Manager and Head of Internal Client Management, which demonstrate significant experience in account and client relationship management. His past experiences, including Head of Derivatives Life Cycle Processing and Vice President in OTC Derivatives Settlement, align strongly with securities processing, trading, and settlement services. The combination of his leadership roles in both client management and post-trade functions at a major financial institution fits almost perfectly with the role requirements at Upvest, making him an excellent candidate for the (Senior) Account Manager Enterprise Clients role focusing on investment APIs, trade services, and settlement. | no information | |
| Carlos Moreira | HSBC | Senior Account Manager Markets & Securities Services | Senior Account Manager Markets & Securities Services | Düsseldorf, North Rhine-Westphalia, Germany | Link | 9 | very high | Carlos Moreira's LinkedIn profile shows extensive experience as a Senior Account Manager in Markets & Securities Services at HSBC, which is highly relevant to the role at Upvest. He has held roles specifically in Global Custody Corporate Actions account management, which aligns well with securities, trade services, settlement, and brokerage experience required. His career history includes leadership and operational roles in account management related to securities processing and trade services. The profile strongly matches the requirement for client relationship and key account management experience in investment platforms and capital market services, making him a very strong fit for the role with a score of 9 out of 10. | not Limited | |
| Angelika Christian | SECB Swiss Euro Clearing Bank GmbH | Head Customer Services | Head Customer Services | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | Angelika Christian has extensive experience in client services and senior key account management at SECB Swiss Euro Clearing Bank GmbH, a financial institution involved in clearing and settlement services. Her current role as Head Customer Services and previous senior key account management roles align strongly with the account management requirements. Additionally, her long tenure at a company specializing in trade services, custody, clearing, and securities processing directly corresponds to the desired experience in trade services, brokerage, clearing & settlement. Keywords such as clearing bank, customer services in banking, and key account management confirm her suitability for the role of (Senior) Account Manager Enterprise Clients at Upvest with a focus on investment API and trade services. | no information | |
| Dennis S. | Helaba Invest Kapitalanlagegesellschaft mbH | Account Manager - Client Management | Account Manager - Client Management | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | The candidate, Dennis Schulte, has strong relevant experience for the role of (Senior) Account Manager Enterprise Clients at Upvest. He is currently an Account Manager—Client Management at Helaba Invest Kapitalanlagegesellschaft mbH since 2021. Prior to that, he held multiple account management roles at J.P. Morgan focusing on Global Custody, Clearing, and Client Service from 2011 to 2020. His responsibilities included managing key client relationships, service delivery in global custody, clearing, securities, and trade services, which aligns closely with the brokerage, settlement, and trade services experience required. Additionally, his profile notes expertise in equity trading and project management, adding to his suitability. The candidate also has a background in trading derivatives, FX, equity, and fixed income instruments, supporting his understanding of capital markets and trading platforms. Overall, his combined experience in account management for securities and trade services, custody, and settlement client relationships with major financial institutions highly fits the job requirements described for Upvest. | not Limited | |
| Philipp Bornemann | ViTrade – Eine Marke der flatexDEGIRO Bank AG | Manager - Relationship Managment & Trading | Manager - Relationship Managment & Trading | Berlin Metropolitan Area | Link | 9 | very high | The candidate Philipp Bornemann currently holds the position of Manager - Relationship Management & Trading at ViTrade, a brand of flatexDEGIRO Bank AG, which fits closely with the required experience in client relationship management and trading services. His experience titles such as Relationship Management & Trading, and Associate - Middle Office/Risiko Management indicate exposure to securities and trade services. He holds relevant certifications including a Trader Examination from Eurex and a Börsenhändler license from Boerse Stuttgart Group, which strongly align with securities and trading expertise. The roles and companies indicate a good fit with key account management in trading and investment platforms. The profile shows direct relevant experience and certifications for the Senior Account Manager Enterprise Clients role at Upvest involving investment API and trade/settlement services. Overall, he is a very strong match for the position with a score of 9 out of 10. | not Limited | |
| David Polak | Citibank Europe Plc, Germany branch | Client Executive, EMEA Team Lead | Client Executive, EMEA Team Lead | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | David Polak has extensive experience in account management and client relationship roles, particularly at Citibank Europe Plc where he manages German financial institution client portfolios and leads EMEA client executives. His role as Account Manager, VP, Treasury and Trade Solutions for Financial Institutions covers Treasury and Trade Solutions which aligns strongly with trade services. Furthermore, his prior role as SFS Market Specialist involved client relationship management in securities processing and settlement. He has direct experience managing client satisfaction, service level agreements, and maintaining relationships with market infrastructures related to clearing and settlement processes. His profile shows strong domain knowledge in securities, trade services, and post-trade activities, which aligns well with Upvest's needs for senior account management with expertise in trading services, brokerage, clearing, and settlement. Therefore, he is a nearly perfect match for the (Senior) Account Manager Enterprise Clients role at Upvest with a score of 9 out of 10 due to substantial relevant experience and leadership in client roles in investment API adjacent services. | no information | |
| Mathias Koch | State Street | Client Relationship Manager | Client Relationship Manager | Greater Munich Metropolitan Area | Link | 9 | very high | The candidate, Mathias Koch, currently holds the position of Client Relationship Manager at State Street, a major firm well-known for investment and trading services. His career history includes roles such as Head of IMS Munich and Global Relationship Management at State Street, along with experience in Global Securities Services at Deutsche Bank. These roles strongly indicate extensive experience in client relationship management, securities, trade services, and settlement processes, which align very closely with the key tasks and required experience for the Senior Account Manager Enterprise Clients role at Upvest. The profile shows a robust background in capital markets, trading, and securities operations, making him a nearly perfect fit for the position. | no information | |
| Tatjana Wald | BlackRock | VP, Client Services - Relationship Management | VP, Client Services - Relationship Management | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | Tatjana Wald currently holds a senior client services and relationship management role at BlackRock, indicating strong experience in account management. Her previous roles include client take-on management and client support in asset management firms, with responsibilities covering coordination with operations, legal, compliance, and transaction processing. She explicitly demonstrates expertise in transaction processing, regulatory aspects, and client relationship management. The profile mentions a very good understanding of global operations and transaction processing. Although direct keywords like 'Wertpapierabwicklung' are not visible in the summary, her experience with custodians, client transactions, and fund management projects strongly aligns with trade services, settlement, and securities operations. This makes her a very good fit for the (Senior) Account Manager role at Upvest, especially for enterprise clients in investment APIs and trade service contexts. | no information | |
| Stefan Töns | BNP Paribas - Securities Services | Global Relationship Manager | Global Relationship Manager | Düsseldorf, North Rhine-Westphalia, Germany | Link | 9 | very high | The candidate is currently a Global Relationship Manager at BNP Paribas Securities Services and has multiple roles at HSBC related to institutional sales, client executive, and account management. Their experience spans key account management, strategic client support, and securities services including alternative investments, OTC derivatives, FX, securities lending, and likely post-trade and settlement activities due to the role at BNP Paribas Securities Services. The profile matches the role requirements very closely, especially in client relationship management and securities/trade services expertise, scoring a 9 out of 10 for fit. | no information | |
| Valentina Crignano | Deutsche Börse | Senior AVP - Product Manager | Digital Services & Initiatives | Client Service Trading & Clearing | Senior AVP - Product Manager | Digital Services & Initiatives | Client Service Trading & Clearing | Frankfurt, Hesse, Germany | Link | 9 | very high | Valentina Crignano is currently Senior AVP - Product Manager at Deutsche Börse focusing on Digital Services & Initiatives including Client Service Trading & Clearing, which directly aligns with trade services, clearing, and settlement experience required by the role. Additionally, her past experience includes roles related to clearing data control at Eurex Clearing and key account management and onboarding at Deutsche Börse. These roles incorporate strong elements of client relationship management, account management, and securities operations. The profile shows strong relevance to the required domain keywords such as clearing, trading, settlements, and client service. Therefore, she is a very good fit for the Senior Account Manager Enterprise Clients role at Upvest with a score of 9 out of 10. | no information | |
| Timo Bonn | BNP Paribas - Securities Services | Supervisor client account manager - Banks and Brokers Outsourcing | Supervisor client account manager - Banks and Brokers Outsourcing | Frankfurt, Hesse, Germany | Link | 9 | very high | Timo Bonn has extensive experience in account management specifically within BNP Paribas Securities Services, where he currently holds the role of Supervisor client account manager - Banks and Brokers Outsourcing. His prior roles include client account manager and trader roles related to securities services, including collateral management, securities lending, clearing, and settlement. This directly matches the requirements for a Senior Account Manager Enterprise Clients at Upvest dealing with trade services and settlement. The profile shows strong keywords and relevant experience in securities, trade services, clearing, and settlement, making him a highly suitable candidate for the role with an almost perfect match score of 9 out of 10. | no information | |
| Henning Christoph Volke | State Street | Vice President - Sales and Client Manager - Financing Solutions | Vice President - Sales and Client Manager - Financing Solutions | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | Henning Christoph Volke has extensive experience in client management specifically in securities lending, repo products, and collateral management within the financial services sector. His roles at State Street involve client relationship management, sales, onboarding, outsourcing management, and coordination of client service related to securities lending and repo, which are closely related to trade services, settlement, and securities operations. Keywords from his profile include client manager, collateral management, securities lending, trade services, settlements, outsourcing, and client onboarding—all highly relevant to the Upvest role. His current and past titles such as Vice President - Sales and Client Manager and Assistant Vice President - Client Service Manager match the account management experience required. This makes him a nearly perfect fit for the (Senior) Account Manager Enterprise Clients role at Upvest focused on investment API trade and settlement services. | no information | |
| Rhainy Harris | Deutsche Börse | Clearing Key Account Manager | Clearing Key Account Manager | Germany | Link | 9 | very high | The candidate, Rhainy Harris, currently holds the position of Clearing Key Account Manager at Deutsche Börse, which is a leading organization in capital markets, directly relevant to the role at Upvest. The experience includes key account and client relationship management, which aligns well with the client-facing responsibilities required. The candidate's background in capital markets, clearing, and key account management matches the key expertise areas such as securities, trade services, settlement, brokerage, and post-trade services. Furthermore, the profile highlights skills in negotiation, sales, and regulatory research, which are crucial for client success management in a fintech environment dealing with investment APIs and trading services. The only reason it is not a perfect 10 is due to the lack of explicit mention of 'Investment API' or direct fintech-specific experience, but overall it is an excellent fit for the position. | no information | |
| Mareike B. | Euroclear | Key Account Manager Europe | Key Account Manager Europe | Germany | Link | 9 | very high | The candidate, Mareike B., is currently a Key Account Manager Europe at Euroclear, a company known in the securities and post-trade services industry. Her prior roles include Team Leader Account Management for Germany, Austria, Switzerland & Central Europe, Account Manager, and earlier roles including Settlement Specialist and Middle Office Administrator. This demonstrates extensive experience in account management and strong exposure to securities processing and trade services, directly aligning with the key requirements for the role of (Senior) Account Manager Enterprise Clients at Upvest. The involvement at Euroclear, a key player in settlement and post-trade services, indicates relevant domain expertise around trade services, settlement, and capital markets. Therefore, she is a very strong fit for the role described. | no information | |
| Andreas Schreckenbauer | CACEIS Bank S.A., Germany Branch - Groupe Crédit Agricole | Head of Client Coverage / Relationship Management - Banks & Broker/Dealer | Head of Client Coverage / Relationship Management - Banks & Broker/Dealer | Bavaria, Germany | Link | 9 | very high | Andreas Schreckenbauer has extensive experience in client relationship management and account management in the financial services industry, specifically within banks and broker/dealer segments. His current role as Head of Client Coverage / Relationship Management at CACEIS Bank involves managing institutional clients including trading and settlement services. His past roles include Head of Securities Transactions, Relationship Management Specialist, and Head of Clearing Support, which align strongly with the required experience in securities processing, trade services, settlement, and clearing. His background clearly includes key relevant keywords and sectors such as Wertpapierabwicklung, trade services, settlement, brokerage, clearing, and client coverage in capital markets, making him a very strong match for the Senior Account Manager Enterprise Clients role at Upvest. | not Limited | |
| Marie-Noelle Croon-Schares | Deutsche Bank Luxembourg S.A. | Account Manager - Client Service Team | Account Manager - Client Service Team | Treves, Rhineland-Palatinate, Germany | Link | 9 | very high | The candidate has extensive experience as an Account Manager at Deutsche Bank Luxembourg S.A., currently working in the Client Service Team since 2018. Previous roles include Assistant Vice President - Account Manager, Account Manager, and Securities Settlement Officer at the same bank, covering a wide range of relevant tasks. The candidate's profile shows strong experience in securities settlement, trade services, and client relationship/account management. Keywords and responsibilities such as securities settlement, securities operations, account management, and trade services align very well with the requirements for the role at Upvest. The long tenure in roles involving securities processing, trade services, and client account management supports a strong fit for the Senior Account Manager Enterprise Clients position, making this candidate highly suitable. | no information | |
| Jeanette Saemann | J.P. Morgan | Client Service Account Manager | Client Service Account Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | Jeanette Saemann is currently a Client Service Account Manager at J.P. Morgan and has extensive experience in client services and account management roles at major financial institutions including Citi and Barclays Investment Bank. Her past roles include specific experience with securities client services, settlement of exchange traded derivatives, repos, debt securities, and other post-trade processing activities. She has managed large clients and worked on client needs assessments and solutions, which aligns closely with the responsibilities of an account manager for enterprise clients in investment API services. The profile strongly reflects expertise in securities operations, trade services, settlement, and client relationship management, which matches the key experience criteria including relevant keywords such as settlement, securities, trade services, and client success management. This makes her an excellent fit with a score of 9 out of 10. | no information | |
| Muamer Musabasic | FIS | Client Service Manager | Client Service Manager | Greater Munich Metropolitan Area | Link | 9 | very high | The candidate has extensive experience in client service and account management roles, most recently as Client Service Manager at FIS and previously as Head of Issuance and Securities Financing Solutions at UniCredit. Their roles have involved managing teams and projects related to securities, trade services, clearing, and settlement, which directly aligns with the key experience required. They also have strong expertise in securities financing, trade services, and financial services delivery. The candidate's background matches the required keywords and tasks closely, making them a very strong fit for the role of (Senior) Account Manager Enterprise Clients at Upvest. | no information | |
| Franziska Winterstein | Rothschild & Co | Client Manager Wealth Management | Client Manager Wealth Management | Frankfurt, Hesse, Germany | Link | 9 | very high | Franziska Winterstein has extensive experience relevant to the role of (Senior) Account Manager Enterprise Clients at Upvest. Her current role is Client Manager Wealth Management at Rothschild & Co, a large financial institution. Previous roles include Client Service Manager at SEB with responsibilities in customer support for institutional clients related to securities and accounts, operational implementation related to securities funds, and administrative management. She also has direct experience in securities settlement from her role at Clearstream, where she handled securities settlement, customer inquiries, problem-solving in securities delivery, and international correspondence with custody banks. Her experience aligns well with key aspects of the role such as client relationship management, securities processing, trade services, clearing, and settlement. Though the profile does not explicitly mention 'Investment API' or FinTech products, her strong background in securities and account/client management makes her a very strong fit for the role, warranting a score of 9 out of 10. | not Limited | |
| Tobias Beitel | FIS | Enterprise Account Manager, Managing Director | Enterprise Account Manager, Managing Director | Frankfurt, Hesse, Germany | Link | 9 | very high | Tobias Beitel has over 25 years of experience as a Senior Client Executive in Institutional and Corporate Banking at reputable firms like BNY Mellon and Deutsche Bank, which is highly relevant to account management in financial services. His current role as Enterprise Account Manager and Managing Director at FIS involves leading strategic global accounts, aligning with key account management responsibilities. His LinkedIn profile explicitly mentions experience in USD clearing, custody/depository bank, collateral management, and corporate finance transactions, which are closely related to trade services, settlement, securities processing, and brokerage. The profile's keywords and job summaries indicate strong alignment with the role's requirements including client relationship management and experience in securities and trade services. The score is 9 as the profile shows strong fit for experience with trading services and account management but does not explicitly mention 'Investment API' or 'Investment Platform,' which would have made it a perfect 10. | no information | |
| Judith Mans | Clearstream Fund Centre | Senior Relationship Manager | Senior Relationship Manager | Germany | Link | 9 | very high | Judith Mans is currently a Senior Relationship Manager at Clearstream Fund Centre, responsible for strategic accounts. She has extensive experience at Deutsche Börse in trading, listing, clearing services, and business development in capital markets, which directly aligns with the required experience in trade services, brokerage, clearing, and settlement. Her role involves client relationship management at a senior level, making her highly suitable for the (Senior) Account Manager Enterprise Clients role at Upvest. | no information | |
| Kristin Josephine Koch | HSBC | Senior Account Managerin, Client Service Management AOM & Banks | Markets & Securities Services | Senior Account Managerin, Client Service Management AOM & Banks | Markets & Securities Services | Düsseldorf, North Rhine-Westphalia, Germany | Link | 9 | very high | The candidate, Kristin Josephine Koch, is currently a Senior Account Manager in Client Service Management focusing on AOM & Banks within Markets & Securities Services at HSBC. Her profile shows a strong alignment with the role requirements: extensive account management experience and a focus on securities, trade services, and custody. Previous roles at HSBC include Account Manager and Client Associate positions related to asset managers and custody, demonstrating relevant experience in securities processing and client relationship management. The keywords and sectors mentioned directly map to those sought for the role at Upvest, indicating a very good fit for the senior account manager position involving investment API trade services and settlement. | not Limited | |
| Maria Bonardi | Deutsche Bank | Securities Services Sales and Relationship manager EMEA | Securities Services Sales and Relationship manager EMEA | Frankfurt, Hesse, Germany | Link | 9 | very high | Maria Bonardi's current role as Securities Services Sales and Relationship Manager EMEA at Deutsche Bank directly aligns with the key requirements for the (Senior) Account Manager Enterprise Clients role at Upvest. Her experience involves managing client relationships and sales in securities services, which includes relevant domains such as trade services, settlements, and capital markets. She has extensive experience at Deutsche Bank spanning over several years in roles that focus on relationship management, corporate banking coverage, and investor services sales, all of which indicate strong account management skills. The presence of keywords like securities services, trade services, and client relationship management in her profile makes her highly suitable for the role. The scoring of 9 reflects a near-perfect match based on the documented experience and responsibilities, with only minor unknowns such as direct experience with an Investment API or FinTech specifics. | not Limited | |
| Silvia Dreher | Commerzbank AG | Vice President | Relationship Manager FI Developed Markets & Puplic Sector | Vice President | Relationship Manager FI Developed Markets & Puplic Sector | Frankfurt, Hesse, Germany | Link | 9 | very high | The LinkedIn profile of Silvia Dreher shows extensive experience in account and client relationship management roles, specifically in financial institutions. Her current roles include Senior Trade Advisor and Vice President | Relationship Manager, where she manages portfolios of financial institutions with a strong focus on transaction banking including clearing services, trade, and cash management which aligns perfectly with trade services, brokerage, clearing, and settlement experience required. The profile also mentions experience with securities related services indirectly through trade and transaction banking products. Keywords such as Clearing Services, Trade, and Cash Management, Transaction Banking, and regulatory compliance strongly match the keywords and experience required. She has held senior roles with client-facing responsibilities in complex product environments, showing suitability for a senior account manager role at Upvest Investment API FinTech. The fit score of 9 reflects the very close match with minor uncertainty about some specific API or technology exposure. | no information | |
| Oliver Hofmann | J.P. Morgan | Client Service Manager | Client Service Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | Oliver Hofmann has extensive experience in client service and key account management within top financial institutions such as J.P. Morgan, Societe Generale Securities Services, Euroclear, UBS, and Credit Suisse. His roles directly relate to client relationship management and key account management. Notably, his experience includes securities services and trade services, aligning well with the required keywords such as 'securities', 'trade services', 'settlement', 'client relationship manager', and 'key account manager'. His current role as Senior Client Service Manager at J.P. Morgan further supports his qualification for handling enterprise clients and investment API-related services within the capital markets domain. Overall, he is a very strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest, scoring a 9 out of 10. | no information | |
| Soojung Oh | AXA Investment Managers | Client Relationship Manager | Client Relationship Manager | Germany | Link | 9 | very high | The candidate, Soojung Oh, has significant and relevant experience in account and client relationship management as demonstrated in roles such as Global Account Manager at BNP Paribas Securities Services and Client Relationship Manager at AXA Investment Managers. There is strong evidence of experience in securities, trade services, and settlement functions, including processing trade settlement instructions, working with custodians, handling corporate action instructions, and acting as a single contact for regulatory reporting related to the German central bank. Keywords and responsibilities align very well with the desired skills such as trade services, settlement, securities processing, and client account management. The candidate also has experience interacting with multiple stakeholders including front office and operations teams, supporting sales activities, and managing client inquiries, which matches the role's client success and account management needs. Hence, Soojung Oh is a very good fit for the Senior Account Manager Enterprise Clients role at Upvest, meriting a high score of 9 out of 10. | not Limited | |
| Christoph Reiling | BNP Paribas - Securities Services | Client Line Manager Asset Owner & Asset Managers | Client Line Manager Asset Owner & Asset Managers | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | The candidate, Christoph Reiling, has over 25 years of experience in financial services, specifically in securities markets, fund administration, and global custody which directly aligns with the requirements for trade services, settlement, and securities processing in the role. His current and past roles involve client management, including Client Line Manager and Client Solutions Lead roles, highlighting extensive account management experience. Keywords such as 'Global Custody', 'Securities Markets', 'Fund Administration', 'Client Solutions', and 'Client Line Manager' strongly match the key experience wanted. His work at BNP Paribas and J.P. Morgan clearly involves managing institutional clients and handling securities and post-trade processes, confirming his expertise in brokerage, clearing & settlement. Overall, he fits the role very well, scoring a 9 out of 10. | not Limited | |
| Margit Schoett | Deutsche Bank | VP Operations Client Relationship Management (OCRM) - DACH | VP Operations Client Relationship Management (OCRM) - DACH | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | The candidate, Margit Schoett, has a strong background in client relationship management and operations related to investment banking and trading services. She is currently VP Operations Client Relationship Management (OCRM) at Deutsche Bank, indicating high-level account management experience. Her past roles include management of listed derivatives, client services, transitions, regulatory and exchange reporting, and trading operations like futures, options, and clearing at Deutsche Bank. The profile shows deep exposure to trading services, clearing, settlement, and securities operations which aligns very well with the requirements of the (Senior) Account Manager Enterprise Clients role at Upvest. Her experience covers key topics such as trade services, settlement, capital markets, and trading platforms, making her a near-perfect fit for the position. | no information | |
| Kerstin Faust | Deutsche Bank | Deutsche Bank Trust & Securities Services Client Manager | Deutsche Bank Trust & Securities Services Client Manager | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate is currently a Client Manager in Trust & Securities Services at Deutsche Bank, a role that aligns very well with the requirement for experience in account management and securities/trade services. The position inherently involves managing client relationships in a highly relevant sector (trust & securities services), indicating strong exposure to trading services, brokerage, clearing, and settlement. The job title and company profile strongly match the key experience sought for the (Senior) Account Manager Enterprise Clients role at Upvest, which focuses on client and account management around investment API services with trade and settlement aspects. Hence, this candidate is an excellent fit, scoring 9 out of 10. | no information | |
| Peter Sluijter | Clearstream Banking Frankfurt | Key Account Manager - Relationship Management | Key Account Manager - Relationship Management | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | The candidate currently works as a Key Account Manager - Relationship Management at Clearstream Banking Frankfurt, a part of Deutsche Börse AG, which is a major player in securities and capital markets services. The experience includes key account management and direct relationship management, which aligns well with the client relationship management aspect required. Clearstream is known for its role in securities processing, settlement, and post-trade services, which matches the requirement for experience in securities, trade services, brokerage, clearing, and settlement. Given the strong domain relevance and current senior account management role in a related financial services company, this candidate is an excellent fit for the Upvest role. | no information | |
| Ingo Biermann | BNP Paribas Securities Services | Senior Client Executive | Senior Client Executive | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate, Ingo Biermann, has over 35 years of experience in banking, especially in Global Custody and related services. His roles such as Senior Client Executive and Head of Senior Relationship Management at BNP Paribas Securities Services involve managing institutional clients across the entire investment chain, including securities, trade services, clearing, settlement, and custody. His experience is highly relevant to the role's requirements including client relationship management, securities processing, and trade services. The strong fit with industry keywords and extensive experience managing client accounts in securities-related services supports a very high match score of 9 out of 10 for the Senior Account Manager role at Upvest. | no information | |
| Stéphane Fortun | MarketAxess Post-Trade | Sales Relationship Manager - Germany Lead | Sales Relationship Manager - Germany Lead | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | The candidate Stéphane Fortun has extensive experience as a Sales and Relationship Manager in Post-Trade Services and Securities Services, fulfilling key parts of the role requirements. They currently serve as Sales Relationship Manager - Germany Lead at MarketAxess Post-Trade, directly involved in trade services and post-trade operations. Previous roles at Deutsche Bank and Newedge involved client relationship management, securities services, clearing and settlement, and key account management. The profile mentions strong relevant keywords such as 'trade services,' 'securities,' 'clearing,' 'settlement,' and client relationship management. Their background aligns very well with the role of (Senior) Account Manager Enterprise Clients at Upvest, especially regarding client success management, securities processing, and trading platform operations. The only slight gap is explicit experience mentioning 'Investment API,' but overall this is a very strong fit for the position. | no information | |
| Siva Chander Venkatachalapathy | BNP Paribas - Securities Services | Senior Account Manager | Senior Account Manager | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate, Siva Chander Venkatachalapathy, currently holds the position of Senior Account Manager at BNP Paribas Securities Services, a large financial institution with revenues between 1B-10B. The profile shows extensive experience (11+ years) in the financial services industry, specifically in securities clearing & settlements, investment reporting, and performance. The candidate's roles have involved account management responsibilities as well as significant exposure to trade services, securities processing, and settlements, all highly relevant to the Upvest role. Given the match of key skills and experience areas such as trade services, settlement, client relationship management, and securities services, the candidate is a strong fit for the Senior Account Manager Enterprise Clients position at Upvest with a very high confidence level. | no information | |
| Claudia Rehbach | BNP Paribas - Securities Services | Senior Relationship Manager | Senior Relationship Manager | Düsseldorf, North Rhine-Westphalia, Germany | Link | 9 | very high | The candidate, Claudia Rehbach, currently holds the position of Senior Relationship Manager at BNP Paribas Securities Services and has a strong background in account and relationship management roles within major financial institutions like HSBC and BNP Paribas. Her experience includes senior account management specifically in securities services, which is highly relevant. Keywords such as securities services, account management, and client relationship management are directly present in her job titles and companies. The roles listed suggest significant exposure to trade services, settlement, and securities operations, which aligns well with the requirements for the Upvest role. Therefore, she is a very strong fit for the position with a score of 9 out of 10. | no information | |
| Skander Weisenstein | BNP Paribas - Securities Services | Cash Account Manager | Cash Account Manager | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate, Skander Weisenstein, currently holds roles as Senior Global Clearing Account Manager and Cash Account Manager at BNP Paribas Securities Services. These roles align strongly with the required experience in account and client management in trade services and settlement, as indicated by the job titles and company sector. The experience includes securities services, clearing, settlement, and global clearing, which directly matches the keywords and responsibilities such as trade services, settlement, securities processing, and client relationship management. This profile shows a high degree of relevance and suitability for the Senior Account Manager Enterprise Clients role at Upvest, with extensive experience in the capital markets and post-trade environment. | no information | |
| Christian Layritz | European Energy Exchange AG | Expert Technical Key Account Manager | Expert Technical Key Account Manager | Leipzig, Saxony, Germany | Link | 9 | very high | The candidate, Christian Layritz, currently holds the position of Expert Technical Key Account Manager at European Energy Exchange (EEX), with previous roles as Senior Technical Key Account Manager and Technical Key Account Manager at European Commodity Clearing AG. His profile shows strong experience in key account management combined with deep expertise in trading infrastructures, connectivity, trading and clearing systems, and derivative trading, which aligns well with the requirements for the (Senior) Account Manager Enterprise Clients role at Upvest. The presence of keywords and experience related to trade services, clearing, settlement, and brokerage services further supports his fit for the role. Given the strong overlap in responsibilities and domain knowledge, this candidate scores 9 out of 10 for suitability. | no information | |
| Markus Sprunck | BNY Mellon | Relationship Manager Corporate Trust | Relationship Manager Corporate Trust | Frankfurt, Hesse, Germany | Link | 9 | very high | Markus Sprunck currently holds the position of Relationship Manager Corporate Trust at BNY Mellon, with past roles including Client Executive and Relationship Manager at BNY Mellon and JPMorgan Chase, respectively. His experience includes global client management and relationship management in custody and depot banking, which aligns well with key account management and client relationship management. The profile strongly implies exposure to securities, trade services, settlement, and related capital markets infrastructure through his roles at major financial institutions specializing in these areas. Keywords associated with his roles suggest strong relevance to trade services, securities processing, and settlement functions, making him a very good fit for the Senior Account Manager Enterprise Clients role at Upvest in Investment API FinTech. | no information | |
| Antonio Bova | London Stock Exchange Group (LSEG) | Account Manager | Account Manager | Frankfurt, Hesse, Germany | Link | 9 | very high | Antonio Bova is currently employed as an Account Manager at Refinitiv, a part of the London Stock Exchange Group (LSEG), which operates within financial markets and investment services. His professional experience includes roles strictly related to account management and client success with a strong focus on investment platforms and financial services. Although explicit terms like 'brokerage', 'clearing', or 'settlement' are not distinctly mentioned in the extracted data, the association with LSEG and Refinitiv, known for services in securities, trading platforms, and capital markets, strongly implies relevant industry experience. His background closely aligns with the key account management and client relationship management aspects of the role at Upvest, especially given his long tenure at companies focused on financial data, trading, and securities. This makes him a very good fit with a score of 9. | no information | |
| Daniel L. | StoneX Payments | Client Management Lead - Germany | Client Management Lead - Germany | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate currently holds the role of Client Management Lead - Germany at StoneX Payments, a company with a very large revenue range, indicating significant client management experience. They have a strong background in client service account management at J.P. Morgan, focused on Treasury Services, which typically involves trade services, clearing, and settlement processes. The experience titles such as Senior Associate (AVP) - Client Service Account Manager and Senior Client Management Associate align well with the required account management expertise. Additionally, the firms and roles suggest experience with securities and trade services. Given the direct relevance to both account management and securities/trade operations, this candidate is a strong fit for the Senior Account Manager Enterprise Clients role at Upvest. | not Limited | |
| Siodhbhra Buckley | Clearstream | Head of Client Data Management | Head of Client Data Management | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | The candidate, Síodhbhra Buckley, has extensive experience in client data management, account management, and middle/back-office management roles in financial institutions. Many roles listed relate directly to securities, trade services, settlement, and capital markets, e.g., Head of Client Data Management at Clearstream (a known securities services provider), Head of Middle Office & KAG Fund Accounting at BNY Mellon, and Head Securities Client Services at Citi. The candidate has deep industry experience in securities processing, trade services, clearing, and settlement. The seniority is consistent with a senior account manager level. This makes the candidate a very strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest, which requires account management experience combined with trading services and securities knowledge. | no information | |
| Ahmad Walid Afzali | J.P. Morgan | Associate| Securities Services Operations| Client Services Manager | Associate| Securities Services Operations| Client Services Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | The candidate holds the current position of Associate, Securities Services Operations, Client Services Manager at J.P. Morgan, indicating strong experience in securities services, client services management, and related operations. Past roles include transaction operations management and custody services, which align well with trade services, settlement, brokerage, and securities processing. The titles and experience indicate strong relevant skills in account management and securities operations, making the candidate a very good fit for the (Senior) Account Manager Enterprise Clients role at Upvest. | no information | |
| Renate (Hartmann) Streuber | BNP Paribas - Securities Services | Client Service Manager | Client Service Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | The candidate currently holds the position of Client Service Manager at BNP Paribas Securities Services, a reputable company in the securities services domain, which is directly relevant to trade services, brokerage, clearing, and settlement. They have 14 years of experience in global custody and securities services, with a background as a Sales & Relationship Manager, aligning well with the required account management experience. The profile highlights international experience and multilingual capabilities, adding value for client-facing roles. The keywords and focus areas match strongly with the role requirements, making this candidate an excellent fit for the Senior Account Manager Enterprise Clients role at Upvest. | no information | |
| Natalia Nikishenkova | MEAG | Client Relationship Manager | Client Relationship Manager | Munich, Bavaria, Germany | Link | 9 | very high | The profile shows extensive experience as a Client Relationship Manager and Client Service Account Manager in financial services, with a clear focus on clearing, settlement, derivatives trading, and client relationship management. The candidate has worked with securities, trade services, institutional investors, and custodians, which aligns strongly with the job requirements for the Account Manager Enterprise Clients role at Upvest. Key relevant experience includes managing client relationships, onboarding clearing brokers, and handling trade services and post-trade processes. The profile contains many of the specific keywords and areas of expertise sought, such as 'clearing', 'settlement', 'client relationship management', 'trade services', and 'capital markets'. This makes the candidate a very good fit with a score of 9 out of 10. | not Limited | |
| Lara Shirin Dudek | Eurex | Clearing Key Account Manager | Clearing Key Account Manager | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate is currently a Clearing Key Account Manager at Eurex, part of Deutsche Börse, which is a major player in trading services and post-trade clearing and settlement. This aligns very well with the requirements of managing client accounts related to trade services and settlement. The candidate's previous experience also includes key account management roles in related financial and investment service firms, indicating strong relevant client relationship management experience. Keywords such as clearing, key account management, and the association with a capital markets infrastructure firm suggest a very strong fit for the role at Upvest focused on investment API and trade settlement services. | no information | |
| Dennis Müller | Deutsche Börse | Key-Account-Manager | Key-Account-Manager | Eschborn, Hesse, Germany | Link | 9 | very high | Dennis Müller is currently a Key Account Manager at Deutsche Börse, which is a leading market infrastructure and trading services company. His previous roles include Client Account Manager at UBS, Client Relationship Manager at CMC Markets, and roles in investment management and customer service in the trading and securities sector. He has extensive experience in account management and strong exposure to capital markets, trade services, brokerage, and settlement areas. His current and past roles align very well with the requirements of the Senior Account Manager position at Upvest, especially regarding client relationship management and securities-related services. | no information | |
| Kia Aglinger | 360T | BCAS Client Success Manager | BCAS Client Success Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | The candidate has extensive experience in client/account management roles, including BCAS Client Success Manager and Head of Business Client Advisory Services at 360T, a company operating in the capital markets and trading services domain. Their role involves client relationship management and success management specifically linked to trading and settlement services. Additionally, they have experience in settlement of equity and fixed income trades at Commerzbank, handling securities processing and settlement across multiple markets — directly relevant to the role's focus on trading services, brokerage, clearing, and settlement. The candidate's background aligns very well with the job requirement of managing client success for investment API services with trade services and settlement. Their experience spans relevant keywords such as settlements, trade services, securities, capital markets, and account management, making them a nearly perfect fit for the position. | not Limited | |
| Anette Marshall | BNP Paribas Securities Services | Relationship Manager | Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | The candidate, Anette Marshall, currently works as a Relationship Manager and Client Service Manager at BNP Paribas Securities Services, a major player in securities services with a high yearly revenue range (10B-100B). She has extensive experience in client relationship management, key account management, and client success management. Her work involves identifying clients at risk, understanding client profitability, handling pricing negotiations, organizing client visits, and identifying new business opportunities—key tasks relevant to an Account Manager role. Additionally, her previous roles include General Clearing Officer and Clearing Account Officer, directly involving clearing and settlement processes, which align closely with the trading services, brokerage, clearing, and settlement experience requested. The candidate’s background clearly involves securities, trade services, post-trade processes, and client management in capital markets, making her a very strong fit for the Senior Account Manager Enterprise Clients position at Upvest Investment API FinTech. The score of 9 reflects the near-perfect match with significant relevant experience and domain exposure. | no information | |
| Baerbel Peters | Deutsche Börse | Senior Key Account Manager Clearing | Senior Key Account Manager Clearing | Germany | Link | 9 | very high | The profile of Bärbel Peters shows extensive and relevant experience that fits well with the job requirements. Currently, she is a Senior Key Account Manager Clearing at Deutsche Börse, a leading company in securities trading and clearing - directly aligned with trade services, settlement, and securities processing. She has previous experience as Key Account Manager for Client Services and Trading & Clearing Services, and also has experience in OTC Derivatives Settlement at Commerzbank. These roles cover client relationship management, key account management, and have a strong focus on securities, trade services, settlement, and clearing, exactly matching the job needs for Upvest's Senior Account Manager role. The long tenure in relevant companies and deep domain expertise indicate a strong fit for the role. The score is 9/10 as there is no explicit mention of | no information | |
| Martin Condic | BNP Paribas | Derivatives Execution & Clearing Relationship Manager | Derivatives Execution & Clearing Relationship Manager | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate, Martin Condic, is currently a Derivatives Execution & Clearing Relationship Manager at BNP Paribas and previously a Vice President at Deutsche Bank focusing on Listed Derivatives & cOTC Clearing. This experience shows strong relevance to trade services, clearing, and settlement, crucial for the Upvest role. Furthermore, the relationship management aspect fits well with client/account management expectations. The candidate's background aligns closely with required experience in securities, trade services, clearing, settlement, and client management, indicating a very strong fit for the Senior Account Manager Enterprise Clients role at Upvest. | no information | |
| Raphael Goncalves | BNP Paribas Securities Services | Senior Relationship Manager | Senior Relationship Manager | Bad Soden am Taunus, Hesse, Germany | Link | 9 | very high | Raphael Goncalves has over 25 years of experience in banking and financial services, particularly in client and relationship management. His current role as Senior Relationship Manager at BNP Paribas Securities Services aligns well with the requirement for client relationship or key account management. He possesses profound knowledge in securities services, including custody, fund services, securities lending, collateral management, and cash management, which directly relates to the key experience desired such as securities, trade services, and settlement. His background with European clients and expertise in high-quality service offerings in capital markets further supports a strong fit for the Senior Account Manager role at Upvest, which involves managing clients of an investment API service with trade and settlement services. The only slight potential gap is the specificity of direct experience with trade APIs or trading platforms, but overall the profile strongly matches the role requirements. | not Limited | |
| Ante Galic (He/Him/His) | BNP Paribas | Senior Relationship Manager | Senior Relationship Manager | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate, currently a Senior Relationship Manager at BNP Paribas, has extensive experience managing strategic client portfolios including banks, insurance companies, and asset managers, which aligns well with client relationship and account management requirements. Previous roles include Key Account Manager and Relationship Manager at Societe Generale Securities Services, highlighting deep experience in securities processing, custody operations, and institutional client service. The profile reflects strong expertise in securities, trade services, settlement, and capital markets, matching the key skills and domain for the Upvest role in trading, brokerage, clearing, and settlement services. Hence, the fit is very strong with an almost perfect score of 9 out of 10. | no information | |
| Giuseppe Di Nanni | CACEIS | Senior Relationship Manager | Senior Relationship Manager | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate, Giuseppe Di Nanni, currently holds the position of Senior Relationship Manager at CACEIS, with extensive experience since 1991 in roles directly related to securities processing, trade services, and account management. His LinkedIn profile lists significant experience with Wertpapierabwicklung (securities settlement), trading desk operations, transaction management, and relationship management for institutional clients. This aligns strongly with the required skills for the (Senior) Account Manager Enterprise Clients role at Upvest. The terms and responsibilities match the role's focus on post-trade services, settlements, and client success management in investment APIs and capital markets. | no information | |
| Andreas Franz | State Street | Managing Director, Head of Client Management | Managing Director, Head of Client Management | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | Andreas Franz has extensive experience in client relationship and key account management roles, currently serving as Managing Director, Head of Client Management at State Street, a major financial services company. His roles include managing client accounts and services, directly aligning with the account management responsibility of the Upvest role. Additionally, his background includes strong experience in securities and trade services, evidenced by positions such as Vice President, Global Securities Services / Sales & Relationship Management at Deutsche Bank and Head of Securities Lending at Citibank AG, with earlier roles involving Wertpapierabwicklung (securities processing). This closely matches the experience required for trade services, brokerage, clearing, and settlement. Given this alignment with the key tasks and main experience sought by Upvest, Andreas Franz is a very strong candidate with a fitting skill set and background, warranting a high match score of 9 out of 10. | not Limited | |
| Punam Kellmann | BNP Paribas Securities Services | Sales Manager - Market Specialist - Germany & Austria, Banks & Brokers | Sales Manager - Market Specialist - Germany & Austria, Banks & Brokers | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | Punam Kellmann has extensive and relevant experience in client service management and sales management specifically within BNP Paribas Securities Services, focusing on banks and brokers in Germany and Austria. Her roles include Head of Client Service Management and Sales Manager - Market Specialist, which directly involve account management and client relationship management. Her profile shows strong expertise in custody services and securities services for financial intermediaries, which aligns well with the requirements for trade services, settlement, and capital markets. She has over 12 years of experience in this industry, demonstrating deep knowledge in securities processing and related services. The keywords such as custody, securities, brokerage, and client service management confirm a high match fit for the Senior Account Manager role at Upvest dealing with investment API services and trade settlement. Hence, the score of 9 reflects a nearly perfect fit based on the provided profile data. | no information | |
| Susanne Plewan | Avaloq | Senior Key-Account-Manager | Senior Key-Account-Manager | Germany | Link | 9 | very high | The candidate has extensive experience as a Senior Key Account Manager, a role directly relevant to the account management aspect of the position. They have worked at Avaloq and Deutsche WertpapierService Bank AG, a company specializing in securities services and trade processing, which aligns strongly with the required experience in trading services, brokerage, clearing, settlement, and securities operations. Their senior-level role at Deutsche Börse, a major financial marketplace, further underscores deep domain knowledge in capital markets and securities processing. The profile matches many of the key keywords and responsibilities required for the role at Upvest, making this candidate a very strong fit. | no information | |
| Josephine K. | Citi | Assistant Vice President – Account Manager, Investor Services | Assistant Vice President – Account Manager, Investor Services | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate, Josephine Roeschke, currently holds the position of Assistant Vice President – Account Manager, Investor Services at Citi, with a strong focus on securities services. Her role involves end-to-end ownership of client relationships, service delivery, governance, escalation management, and collaboration with cross-functional teams. She works as the primary point of contact and trusted advisor for institutional clients within Investor Services, which aligns well with the Upvest role's requirement for account and client success management in trade services and settlement. Her experience includes client relationship management, securities services, and involvement in regulatory-driven initiatives and operational efficiency improvement. This matches closely with the desired profile for someone experienced in account management and trading services, brokerage, clearing & settlement. Previous roles at Deutsche Bank involved managing corporate client services, payment transactions, and digital solutions in banking, contributing to a broad understanding of financial and investment services. Overall, her profile strongly fits the role requirements with relevant keywords and responsibilities, meriting a high score of 9 out of 10. | not Limited | |
| Ralf Jonass | HSBC | Director, Head of Business Development & Client Management, Asset Owners, Custody | Director, Head of Business Development & Client Management, Asset Owners, Custody | Düsseldorf, North Rhine-Westphalia, Germany | Link | 9 | very high | Ralf Jonass currently holds the position of Director, Head of Business Development & Client Management, Asset Owners, Custody at HSBC, which directly aligns with client account management and custody services in financial markets. His past roles include significant experience as Head of Client Management Custody and Head of Account Management Global Custody & Depotbank Services. This provides strong evidence of expertise in securities, trade services, clearing, and settlement processes. His continuous progression in roles focused on client impact management and securities operations within a major financial institution marks him an excellent fit for the Senior Account Manager Enterprise Clients role at Upvest, which requires similar experience with trading services and investment API-related securities operations. His education in finance and management further supports his qualification. | no information | |
| Fiona Ruder | Deutsche Börse | International Key Account Manager | International Key Account Manager | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate is currently an International Key Account Manager at Deutsche Börse Group, with responsibility for over 40 Trading Participants in Asia and Germany related to Xetra and Eurex trading platforms. The role involves client relationship management and support in trading services, including regulatory compliance and infrastructural upgrades. Previous experience as a Settlement Officer at Clearstream adds strong relevant experience in settlement and post-trade services. Overall, the candidate has extensive experience in account management combined with deep exposure to securities processing, trade services, settlement, and capital markets, making them an excellent fit for the role at Upvest. | no information | |
| Martina Sidos | Deutsche Börse | Account-Managerin | Account-Managerin | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | Martina Sidos has extensive relevant experience at Deutsche Börse, holding roles such as Account Manager, Interim Team Lead Customer Experience, Functional Analyst CRM, and importantly, Key Account Manager Trading & Clearing. This demonstrates strong expertise in client relationship management combined with in-depth exposure to trading services, clearing, and settlement processes. Her current position is Account Manager in a significant financial market institution, which aligns closely with the required role at Upvest. The profile shows a solid mix of account management experience and securities/trade services knowledge, making her an excellent fit for the Senior Account Manager Enterprise Clients role at Upvest. | no information | |
| Manuel Schwab | J.P. Morgan AG | Executive Director - Head of Platform Sales Securities Services Germany | Executive Director - Head of Platform Sales Securities Services Germany | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate, Manuel Schwab, is currently Executive Director and Head of Platform Sales Securities Services Germany at J.P. Morgan AG, a leading financial institution. His role involves platform sales focused on securities services, which strongly correlates with securities processing, trade services, and settlement functions relevant for the Upvest Investment API FinTech role. He has extensive experience in client relationship management and sales strategy development targeting clients such as pension funds, banks, brokers, and asset managers, indicating strong account management capabilities. His profile includes keywords such as securities, trade services, settlement, and platform sales which align closely with the role requirements. Given his seniority and sector match, the candidate is an excellent fit for the (Senior) Account Manager Enterprise Clients position at Upvest. | not Limited | |
| Gregor Busshoff | BNP Paribas - Securities Services | Client Line Manager Asset Owner & Asset Manager | Client Line Manager Asset Owner & Asset Manager | Greater Dusseldorf Area | Link | 9 | very high | Gregor Busshoff's LinkedIn profile shows extensive and relevant experience in securities services, client relationship management, and trade services. He currently works as a Client Line Manager Asset Owner & Asset Manager at BNP Paribas Securities Services, indicating direct involvement with asset management and client management. His past roles at HSBC and other institutions include senior product management and client service roles focused on securities services, custody, clearing, settlement, and transaction processing. This includes managing institutional clients, product development for custody services, and strategic project management related to securities processing. The keywords and tasks align closely with the required experience for the (Senior) Account Manager Enterprise Clients role at Upvest, particularly in trade services, brokerage, clearing, and settlement. Overall, he is a very strong fit with a score of 9 out of 10. | no information | |
| Daniel Dreise | FNZ (ehemals ebase) | Key Account Manager Institutional Sales Europe | Key Account Manager Institutional Sales Europe | Munich, Bavaria, Germany | Link | 9 | very high | Daniel Dreise has extensive experience in account management roles, including Key Account Manager and Client Manager positions. His work history includes firms in the investment and securities sector (e.g., FNZ, ebase, KGAL, CACEIS, Clearstream) with roles focused on institutional sales, asset management clients, and client services. He has specific experience in securities processing and value chain operations such as settlement and trade services, evidenced by his title as 'Experte für Wertpapier und Depotgeschäft' and various senior relationship management roles at firms known for clearing, settlement, and brokerage services. This aligns very well with the key requirements: account management plus experience in trading, brokerage, clearing, and settlement. Therefore, he is a strong match for the role of Senior Account Manager Enterprise Clients at Upvest, especially given his relevant domain expertise and client success focus. | no information | |
| Harald K. | BNP Paribas Securities Services | Client Relationship Manager | Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate is currently a Client Relationship Manager at BNP Paribas Securities Services, working with professional investors, asset management companies, custodians, and third-party service providers in repo and securities lending services, which aligns well with trade services and settlement. The role involves negotiating contracts, SLAs, analyzing business architecture, and client performance reviews, matching key account management experience. The candidate's previous roles at Deutsche Bank and Dresdner Kleinwort Wasserstein involved agency securities lending, business model and IT structure for settlements, reporting, client service management, and compliance with regulatory requirements—strongly related to securities processing, trade services, settlement, and client relationship management in capital markets. This comprehensive experience in securities services, trading platforms, and client management makes the candidate a very strong fit for the Senior Account Manager Enterprise Clients role at Upvest. | not Limited | |
| Aylin Canatan | HSBC Deutschland | Associate Director, Senior Account Manager Custody | Associate Director, Senior Account Manager Custody | Germany | Link | 9 | very high | The candidate, Aylin Canatan, currently holds the position of Associate Director, Senior Account Manager Custody at HSBC Markets & Securities Services. She has extensive experience in account management roles, particularly in custody and securities services. Her work titles such as Senior Account Manager Custody, Account Managerin Custody for Asset Owners, and Account Manager in HSBC Markets & Securities Services indicate strong relevance to client relationship management, securities processing, and trade services. The profile aligns closely with the required keywords and tasks for the Upvest Senior Account Manager Enterprise Clients role, especially with expertise in securities, trade services, custody, and settlement functions. Hence, she is a very strong match for the role. | no information | |
| Egbert Hessels | ABN AMRO Clearing Bank | Senior Relationship Manager | Senior Relationship Manager | Stuttgart, Baden-Württemberg, Germany | Link | 9 | very high | Egbert Hessels is currently a Senior Relationship Manager at ABN AMRO Clearing Bank, with previous roles including Relationship Manager, Head of Account Management - Asia Pacific, and Account Manager PTG at the same company. ABN AMRO Clearing Bank operates in the financial sector, specifically in clearing and settlement services, which highly aligns with the requirements for the role. The candidate's extensive experience in account management within a clearing bank, combined with roles that suggest involvement in securities, trade services, and custody, makes him an excellent fit for the Senior Account Manager Enterprise Clients role at Upvest. Keywords related to securities, trade services, clearing, and settlement are notably relevant to his profile. Given the strong alignment of job titles, responsibilities, and industry keywords, a score of 9 is appropriate. | no information | |
| Markus Luczeczko | BNP Paribas Securities Services | Global Relationship Manager | Global Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 9 | very high | Markus Luczeczko has over 20 years of experience in securities services, with a significant focus on custody, settlement, clearing, and client relationship management. His current role as Global Relationship Manager and previous roles as Account Manager in clearing/custody at BNP Paribas Securities Services align strongly with the required experience in trade services, brokerage, clearing, and settlement. The keywords and expertise from the profile match closely with the job requirements, indicating a very strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest focusing on investment API and trade services. | not Limited | |
| Sebastian Hayn | State Street Global Advisors | Client Relationship Manager | Client Relationship Manager | Erding, Bavaria, Germany | Link | 9 | very high | Sebastian Hayn currently holds the position of Client Relationship Manager at State Street Global Advisors, demonstrating relevant client management experience. His prior roles include Deputy Head Of Unit and Senior Client Services Manager at CACEIS, a known player in securities services, indicating strong exposure to securities processing, trade services, and settlement. Earlier, he worked at Societe Generale Securities Services as a Specialist Asset Manager Services and Settlement Specialist, explicitly matching the settlement, clearing, and trade services criteria. His profile aligns closely with the keywords and responsibilities of the role at Upvest, making him a very strong fit for the (Senior) Account Manager position focused on trade services and settlement. | no information | |
| Brendan Todd | DJE Kapital AG | Team Lead Client Service (Relationship Management) | Team Lead Client Service (Relationship Management) | Greater Munich Metropolitan Area | Link | 9 | very high | Brendan Todd currently holds the position of Team Lead Client Service (Relationship Management) at DJE Kapital AG and has significant past experience in client relationship management roles, including Key Account Manager and Senior Client Relationship Manager. His experience spans banking and financial services sectors, including roles at State Street that relate to securities processing, trade services, and asset management. His background includes working with custody, clearing, compliance, trade processing, and investment platforms, which aligns well with the requirements of the Senior Account Manager Enterprise Clients role at Upvest. He demonstrates strong account management skills, client success management experience, and relevant domain expertise in capital markets, securities, and trade services, meeting the key criteria closely. | not Limited | |
| Robert Steijl | KAS BANK N.V. - German Branch | In-take, Client & Quality Management | In-take, Client & Quality Management | Frankfurt, Hesse, Germany | Link | 9 | very high | The candidate Robert Steijl currently works as In-take, Client & Quality Management at KAS BANK N.V. - German Branch and has extensive experience as a Relationship Manager and Account Manager for financial institutions including banks and brokers. His profile clearly shows relevant client relationship management roles since 2006, specifically with responsibilities covering securities, settlements, custody, and trade services. Keywords such as 'Securities and Settlements,' 'Client Management,' and 'Relationship Manager' align strongly with the requirements for the (Senior) Account Manager Enterprise Clients role at Upvest. The candidate's blend of account management and deep exposure to post-trade processes and securities services make him a near perfect fit, justifying a score of 9 out of 10. | no information | |
| Jan Holtgrave | Avaloq Sourcing (Europe) AG | Senior Key-Account-Manager | Senior Key-Account-Manager | Neuss, North Rhine-Westphalia, Germany | Link | 9 | very high | Jan Holtgrave currently serves as a Senior Key Account Manager at Avaloq Sourcing, responsible for the strategic development and expansion of a large enterprise customer in a highly regulated financial services environment. He has commercial ownership of a multi-million-euro enterprise account and leads complex contract negotiations with senior stakeholders, demonstrating strong account management skills. Prior experience includes roles related to trade services at dwpbank, specifically 'Trade Services Retail/Private Banking,' and product development in transactions. Keywords related to securities, trade services, and capital markets are present in his experience history. This aligns very well with the requirements of the (Senior) Account Manager role at Upvest, covering client relationship management and experience with securities and trade services, making him an excellent fit. | no information | |
| Antoine Krizan | HypoVereinsbank - UniCredit - Deutschland | Head of Cash Management Large Client Sales | Head of Cash Management Large Client Sales | Munich, Bavaria, Germany | Link | 8 | very high | The candidate Antoine Krizan has substantial experience in account and client relationship management specifically in the banking and financial services sector. He currently leads a large team in Cash Management for Large Corporates at UniCredit, indicating strong client relationship and account management skills. His previous roles include Senior Relationship Manager for European corporate clients and Trade Product and Sales Manager with responsibilities that included trade finance, transactions, payments, and trade services. This aligns well with the requirement for experience in trading services, brokerage, clearing & settlement, and securities-related operations. While the profile strongly fits from an account management and trade services perspective, it lacks explicit mention of brokerage or post-trade clearing & settlement keywords, though related trade services experience is present. Overall, the candidate appears to be a very good fit for the role at Upvest with relevant expertise in client impact management and trade services in the investment and banking domain. | no information | |
| Michael Neumayer | Vontobel Asset Management | Director, Senior Relationship Manager | Director, Senior Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Michael Neumayer has extensive experience in senior relationship management roles, including being a Director and Senior Relationship Manager at Vontobel Asset Management since 2016. His career includes significant roles in financial institutions such as Natixis and Citi, with titles indicating seniority and client relationship management expertise. His background in equity derivatives sales and leadership positions in financial firms implies familiarity with securities and capital markets. The presence of senior client management roles and experience within investment and trading services suggests a strong fit for the Account Manager role at Upvest, particularly for clients involving trade services and settlement. While the profile does not explicitly list all keywords such as 'WP-Abwicklung' or 'post-trade,' his roles in investment platforms, equity derivatives, and senior client relationships strongly align with the required expertise. | not Limited | |
| Alexander Redler | Ampega | Senior Client Relationship Manager | Senior Client Relationship Manager | Cologne, North Rhine-Westphalia, Germany | Link | 8 | very high | Alexander Redler is currently a Senior Client Relationship Manager at Ampega, which aligns well with the account/client management experience required. His prior roles include client service management and product management in financial and investment-related companies, indicating experience in securities and investment platforms. Although the exact keywords for trading services, brokerage, clearing, and settlement are not explicitly mentioned in the available summary, his industry background in asset management and investment suggests relevant exposure. Overall, he meets most criteria for the role with a strong background in client relationship management and related financial services. | no information | |
| Maximilian Schenk | BNP Paribas Personal Investors | Customer Relationship Manager Futures Brokerage (SEC/CFTC) | Customer Relationship Manager Futures Brokerage (SEC/CFTC) | Fürth, Bavaria, Germany | Link | 8 | very high | The candidate Maximilian Schenk currently holds roles at BNP Paribas Personal Investors including Customer Relationship Manager Futures Brokerage (SEC/CFTC), Senior Expert CB! Prime, and Expert CB! Prime. His experience includes customer relationship and account management in brokerage and trading services, which aligns well with the need for account management experience and knowledge in trade services and securities. Past roles include securities operations, Wertpapierabwicklung, and trading quality departments, indicating relevant experience in securities processing and trade services. While his profile shows strong relevant experience, it does not explicitly mention all keywords like Investment API or direct post-trade settlement roles, which is why the score is high but not perfect. | not Limited | |
| Dirk Blum | Union Investment Institutional GmbH | Senior Client Relationship Manager | Senior Client Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate, Dirk Blum, is currently a Senior Client Relationship Manager at Union Investment Institutional GmbH, indicating strong account management experience. He has held various roles at Union Investment including Key Account Management for banks and roles related to risk management and supervisory law. Additionally, his background includes positions involving securities, as suggested by his roles tied to investment and portfolio management. The experience aligns well with the requirements for managing clients with trading services and settlement responsibilities. Keywords like 'Client Relationship Manager' and his tenure in a finance-focused institutional environment suggest he possesses relevant domain knowledge and skills for the role at Upvest. Thus, he is a strong fit for the position, though explicit direct references to some trading and settlement-specific terms are not detailed in the visible profile information. | no information | |
| Patrícia Augusto | BNP Paribas Securities Services | Client Service Manager | Client Service Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Patrícia Augusto is currently a Client Service Manager at BNP Paribas Securities Services in Germany, which is a well-known entity in securities services. Her experience includes account management roles and client servicing in securities processing environments, as shown by her roles at BNP Paribas Securities Services and State Street Bank International GmbH. The profile indicates experience relevant to trade services, securities processing, and client relationship management. Although there is no explicit mention of 'Investment API' or specific trading platform technology, her background in securities services and client management aligns well with the role requirements as a (Senior) Account Manager for enterprise clients in investment API fintech services. Therefore, I assess her fit as strong, scoring an 8 out of 10. | not Limited | |
| Jan Riccius | Avaloq | Senior Key Account Manager | Senior Key Account Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate is currently a Senior Key Account Manager at Avaloq, a company known for financial services software, which aligns well with account management and client relationship management experience needed. Previous roles as Account Manager and Leads Manager at Solaris and experience at ABN AMRO Clearing Bank N.V. as an Analyst show familiarity with financial services and potentially securities and trade services. The connection to ABN AMRO Clearing Bank and Avaloq suggests relevant exposure to securities, trade services, settlement processes, and capital markets. However, specific detailed keywords like "Wertpapierabwicklung," "trade services," "settlement," "clearing," and "brokerage" are not explicitly mentioned on the profile, which prevents assigning a perfect match score. Overall, the candidate shows strong relevant experience in account management within financial services and reasonable exposure to the domain required for the Senior Account Manager Enterprise Clients role at Upvest. | no information | |
| Silvester Fritzen | Prime Capital AG | Client Service Director | Client Service Director | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Silvester Fritzen, has relevant experience in client service management and operational client support from companies such as Prime Capital AG and M&G Investments. His role as a Client Service Director and Consultant in Global Operational Client Support aligns well with client relationship management and key account management. Additionally, his experience at J.P. Morgan involved trade and cash processing and instruction service, which ties closely to trade services and securities operations required for the Upvest role. Although the specific keywords like 'Investment API' or 'brokerage' are not explicitly mentioned, the candidate's background strongly indicates knowledge and experience in trade services, settlements, and securities processing. Therefore, he is a strong fit with a score of 8 out of 10. | not Limited | |
| Sebastian Groß | Universal Investment | Senior Relationship Manager | Senior Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate is currently a Senior Relationship Manager at Universal Investment, indicating strong account management experience. Past roles at BNY Mellon include Relationship Executive, Service Director GFI, Account Manager, and Junior Relationship Manager, all highly relevant to client relationship and account management. The experience timeline spans significant periods in roles that involve client interaction and management in the investment and financial services sector. Specific keywords such as "client relationship manager," "account manager," and involvement with large financial institutions indicate relevant expertise. However, while the candidate shows extensive experience in client relationship and account management, direct explicit references to trading services, brokerage, clearing, settlement, or securities operations in the profile overview provided are not explicitly stated. Given the strong alignment with account management and investment platforms but slight uncertainty about detailed trading services terms, the score is 8 out of 10 for fit to the role. | no information | |
| Matthias Pfeiffer | HSBC | Senior Client Manager / Insurance & Corporates bei HSBC INKA | Senior Client Manager / Insurance & Corporates bei HSBC INKA | Düsseldorf, North Rhine-Westphalia, Germany | Link | 8 | very high | The candidate has extensive experience in client management roles, including positions such as Senior Client Manager and Head of Account Management with HSBC. They have worked specifically with custody and asset manager clients, which aligns closely with the account management and client success management objectives. Moreover, there is relevant experience with securities, trade services, settlement, and post-trade operations indicated through prior roles at Close Brothers Seydler AG and Renell Wertpapierhandelsbank AG, including handling queries related to clearing, settlement, and capital markets activities. The keywords 'Designated Sponsoring Xetra,' 'clearing,' 'settlement,' and 'market making' strongly align with the required experience for the Upvest role related to trade services and settlement. Hence, the candidate appears to be a strong fit for the Senior Account Manager Enterprise Clients role at Upvest, warranting a high score of 8 out of 10. | no information | |
| Robert Schoof | Smavesto | Relationship Manager – Digital Wealth & Investment Clients | Relationship Manager – Digital Wealth & Investment Clients | Bremen, Bremen, Germany | Link | 8 | very high | The candidate, Robert Schoof, has substantial experience in relationship management within the digital wealth and investment sectors. His current and past roles include managing clients in investment solutions, brokerage services, and securities processes, which aligns well with the key tasks and required expertise for the Senior Account Manager role at Upvest. He has experience in client relationship management, brokerage, Wertpapierprozesse (securities processes), and capital market operations. Although direct mention of trading platform or Investment API is not explicit, his involvement in investment and brokerage services strongly suggests relevant domain knowledge. Therefore, he is a strong fit for the role, scored 8 out of 10. | not Limited | |
| Mathias Haque | Sol-3 GmbH & Co. KG | Account Manager | Account Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The profile shows extensive experience as an Account Manager with a focus on trading solutions, working closely with proprietary traders, market makers, algorithmic desks, banks, brokers, and asset managers. The candidate's role emphasizes enabling clients in trading environments and operational workflows, including process automation, credit risk mitigation, reconciliation, corporate actions, and cash management. This aligns well with the job requirements for managing enterprise clients in investment API, trade services, and settlement. The keywords and experience match closely, making this candidate a strong fit for the role with a score of 8 out of 10. | not Limited | |
| Natalie Nabibux | Goldman Sachs | Relationship Manager | Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate Natalie Nabibux is currently a Relationship Manager at Goldman Sachs since 2014, which indicates strong experience in client relationship management. Previous roles include Business Development at KAS BANK, and Client Services Manager at Fidelity Investments, all reputable institutions in financial services. Her roles suggest familiarity with client impact management and account management. While specific keywords related to securities processing, trade services, settlement, and investment APIs are not explicitly mentioned in the limited extracted data, her experience in institutional relationship management at Goldman Sachs likely involves exposure to capital markets, trading platforms, and investment-related services. Thus, she demonstrates a strong fit for the role with a score of 8 out of 10, reflecting strong account management expertise and probable relevant experience in trading and securities services. | no information | |
| Simona Simon | Deutsche Börse | Head of Client & ISV Readiness Trading | Head of Client & ISV Readiness Trading | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Simona Simon currently holds the position of Head of Client & ISV Readiness Trading at Deutsche Börse and has extensive experience in client and project management roles related to trading services. She previously held senior roles at Eurex, a major exchange known for equity and index sales, which aligns with securities, trade services, and settlement expertise. The senior roles in sales and business development and project management in client services demonstrate strong account management experience as well. Her background strongly matches the key requirements for the Upvest role, including trade services and securities processing, making her a highly suitable candidate with a score of 8 out of 10. | no information | |
| Daniela Gelbert | payabl. | Settlements Lead | Settlements Lead | Bad Nauheim, Hesse, Germany | Link | 8 | very high | Daniela Gelbert is currently the Settlements Lead at payabl., with prior roles including Settlements Manager and Financial Analyst - Client Accounting, indicating strong experience in settlements and securities processing. The titles and companies suggest involvement in trade services, settlement, and client accounting, which align closely with the required experience in account management and securities operations. Although there is no explicit mention of 'Account Manager' roles or direct client relationship management in the summary, the leadership position in settlements and financial analysis in a related financial services company indicates a solid fit, scoring 8 out of 10 for the role at Upvest. | no information | |
| Daniel Hölscher | Ampega | Senior Client Relationship Manager | Alternative Investment Coordinator | Senior Client Relationship Manager | Alternative Investment Coordinator | Cologne, North Rhine-Westphalia, Germany | Link | 8 | very high | The candidate, Daniel Hölscher, currently holds a role as Senior Client Relationship Manager and Alternative Investment Coordinator at Ampega Asset Management GmbH, indicating strong experience in client relationship and account management. His roles also include Head of Investment Accounting and financial control related to trading, which aligns well with the requirements for securities, trade services, and investment platform experience. Although there is no explicit mention of 'Investment API' experience, the candidate's background in investment accounting, client management, and alternative investments strongly suggests relevant sector expertise. Key relevant keywords such as client relationship manager, investment, trading, and securities operations are supported by his profile. Therefore, the match is strong, but not a perfect 10 since Investment API specific experience is not explicitly stated. | no information | |
| Renate Zwinscher | Commerzbank AG | Senior Client Relationship Manager | Senior Client Relationship Manager | Germany | Link | 8 | very high | The candidate, Renate Zwinscher, currently holds the position of Senior Relationship Manager and Senior Client Relationship Manager at Commerzbank AG with experience dating back to at least 2000. The profile shows significant involvement in client relationship management roles, which aligns well with the requirement for a client relationship or account manager. Additionally, there is relevant experience indicated in Product Management Trade Finance and coverage that overlaps with financial institutions across multiple countries, suggesting a deep understanding of financial services. However, while the profile demonstrates strong account management and financial services experience, it does not explicitly list keywords like 'Trade Services', 'Settlement', 'brokerage', 'clearing', or 'Investment API'. The score is high due to strong client management experience and financial services exposure, but not a perfect 10 due to lack of explicit direct mention of trade services or settlement expertise directly on the profile. | no information | |
| Matthias Hedeler | FIS | Client Relationship - Delivery Manager | Client Relationship - Delivery Manager | Greater Kassel Area | Link | 8 | very high | The candidate, Matthias Hedeler, currently holds the role of Client Relationship - Delivery Manager at FIS, a large financial technology company, indicating strong client relationship management experience. His past roles include Business Operations Manager and Assistant Manager in quality, service, and transfer agency at Franklin Templeton Investments, with significant responsibility in transfer agency operations, securities processing, and team leadership. He has experience related to securities settlement, trade services, and processing, which aligns well with the keywords and requirements such as 'Wertpapierabwicklung', 'Trade Services', 'Settlement', and 'Investment API'. Matthias has demonstrated leadership and client-facing experience relevant to account management in the investment and securities domain. This makes him a very good fit for the Senior Account Manager Enterprise Clients role at Upvest with a high confidence score of 8 out of 10. | no information | |
| Bettina Schneider | BNP Paribas | Derivatives Execution and Clearing Relationship Manager | Derivatives Execution and Clearing Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Bettina Schneider has extensive experience in client relationship management and sales within the financial markets, specifically with derivatives execution and clearing services. Her current role as Derivatives Execution and Clearing Relationship Manager at BNP Paribas and previous role at Deutsche Bank as Sales & Relationship Manager indicate strong background in trade services, clearing, and settlement processes. While the profile highlights derivatives rather than specifically investment APIs or brokerage, the relevant keywords such as clearing, execution, and client relationship management are present and show a strong match for the role of (Senior) Account Manager Enterprise Clients at Upvest. The score of 8 reflects a high fit with some area-specific nuances that might need confirmation. | no information | |
| Almut Birsner | Deutsche Bank | Client Services Manager | Client Services Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate is currently a Client Services Manager at Deutsche Bank, a large financial institution with extensive capital markets operations. Previous roles include Business Manager - Equities and Project Manager in Equities Quantitative Products Laboratory, indicating a strong background in securities and capital markets. The candidate's profile mentions over 20 years of expertise in capital markets. While explicit keywords such as 'trade services', 'settlement', or 'brokerage' are not directly mentioned in the summary, the job titles and workplace strongly imply relevant experience. The role of Client Services Manager aligns well with account management and client relationship management requirements for the Upvest position. Overall, the candidate appears to be a very good fit for the Senior Account Manager Enterprise Clients role at Upvest with a score of 8 out of 10. | no information | |
| Savas Demirtas | Deutsche WertpapierService Bank AG | Senior Relationship Manager | Senior Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The profile shows extensive experience in client relationship management and leadership roles in the securities and treasury settlement domain, including roles such as Senior Relationship Manager at Deutsche WertpapierService Bank AG and leadership roles in Wertpapiermanagement (securities management) and Treasury Settlement at Degussa Bank AG. The candidate's experience directly relates to securities processing, settlement, and trade services, which aligns well with the required experience for the (Senior) Account Manager Enterprise Clients at Upvest. The keywords and responsibilities mentioned like Wertpapierabwicklung, settlement, securities, and treasury are strongly represented. The only slight gap is the explicit mention of trading platform or investment API experience, but the strong background in related securities services and account management roles justifies a high fit score. | no information | |
| Ingo Piechowiak | SIX | Client Project Manager Central Europe | Client Project Manager Central Europe | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate, working currently as Client Project Manager Central Europe at SIX and Head of Business Development at SIX Financial Information Deutschland GmbH, shows strong relevant experience. SIX is a known player in financial services and trading infrastructure. The candidate's roles indicate involvement in client management and business development, likely in securities, trade services, and related capital market areas. Previous titles like Manager Sales-Platforms and extensive tenure in financial product and project management further support a strong background in this field. While there is no explicit mention of all keywords, the overall profile strongly aligns with the requirements for client relationship management and securities trade services, making the candidate a very good fit for the Senior Account Manager Enterprise Clients role. | no information | |
| Patrick A. Belger | Allianz Global Investors | Head of Client Account Management EMEA | Head of Client Account Management EMEA | Frankfurt, Hesse, Germany | Link | 8 | very high | Patrick Belger is currently the Head of Client Account Management EMEA and Head of Client Services D/A/CH at Allianz Global Investors, indicating strong experience in client account management. His extensive background includes roles such as Director and Vice President with responsibilities that likely involved securities and trade services given the nature of Allianz Global Investors' business in asset management and investment services. The profile reflects expertise in client relationship management and account management at a senior level. Though the detailed keywords specifically related to trade services, securities processing, brokerage, and clearing & settlement are not explicitly stated, the senior roles in investment asset management strongly suggest relevant experience. Therefore, he is a very good fit for the (Senior) Account Manager Enterprise Clients role at Upvest with a score of 8 out of 10. | not Limited | |
| Carolin Kübler | Deutsche Börse | Client Service Officer - Custody & Settlement - Clearstream Banking AG | Client Service Officer - Custody & Settlement - Clearstream Banking AG | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate, Carolin Kübler, is currently a Client Service Officer in Custody & Settlement at Clearstream Banking AG under Deutsche Börse since April 2018, which is directly relevant to trade services, settlement, and securities. She has previous client management experience at BNP Paribas. Her role title and employer are strong indicators of relevant experience in securities processing, post-trade services, and client relationship management, aligning well with the key tasks and requirements for the (Senior) Account Manager Enterprise Clients role at Upvest. The profile shows solid domain experience but does not explicitly mention 'Investment API' or fintech specifics, which prevents a perfect score but she stands as a very suitable candidate. | not Limited | |
| Julian Kollmann | BNY Mellon | Account-Manager Clearance & Collateral Management | Account-Manager Clearance & Collateral Management | Giessen, Hesse, Germany | Link | 8 | very high | The candidate Julian Kollmann is currently an Account Manager in Clearance & Collateral Management at BNY Mellon, which aligns well with account management experience required for the role. His previous roles at BNY Mellon in project management for custody (Verwahrstelle) and fund accounting demonstrate significant exposure to securities operations, trade services, and settlement processes relevant to capital markets. His career focus on collateral management, clearance, and investment funds suggests solid expertise in the trading and post-trade domain. Overall, his profile strongly matches the required experience in client relationship/account management combined with trading services and settlement expertise required for the Senior Account Manager Enterprise Clients at Upvest. | no information | |
| Marc Philipps | HAUCK AUFHÄUSER LAMPE | Client Service Manager | Client Service Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | Marc Philipps has relevant current experience as a Client Service Manager at Hauck Aufhäuser Lampe Privatbank AG, a financial institution. His recent role involved client services and previously Custody Services Income, indicating exposure to securities, trade services, and settlement processes relevant to brokerage and clearing. His roles suggest account and client relationship management experience in the financial and securities services sector, aligning well with the requirements for a Senior Account Manager Enterprise Clients at Upvest focusing on investment APIs and trade services. The linkage to securities and custody services is a strong fit, scoring an 8 for match potential. | no information | |
| Insa Mukrasch (Glag) | Societe Generale | Senior Relationship Manager, Financial Institutions Group | Senior Relationship Manager, Financial Institutions Group | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Insam Ukrasch, currently holds the position of Senior Relationship Manager in the Financial Institutions Group at Societe Generale, a major financial institution. The profile shows extensive experience in client relationship management roles within the same group and its subsidiaries, including key client management and equity client relations. The work history is predominantly in a large financial services environment, which likely involves securities, trade services, and capital markets, given the nature of the roles and the companies involved. The candidate is also a CFA Charterholder, which indicates strong financial expertise. While there is no explicit mention of some specific keywords like 'Wertpapierabwicklung' or 'settlment' on the profile, the combination of senior client management experience at Societe Generale and the financial institutions focus suggests a strong fit for the Senior Account Manager role focused on trade services and settlement at Upvest. Therefore, the candidate scores an 8 out of 10 for fit, indicating a very good match with minor uncertainties about specific technical terms explicitly mentioned. | no information | |
| Kevin Troesch | Ninety One | Client Manager | Client Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate has extensive experience in client relationship management and account management, specifically with institutional clients, which aligns well with the key tasks of the role. They have experience in managing client portfolios, guideline monitoring, and relationship management with custodians and asset managers, which ties into securities and trade services. Additionally, the candidate worked on projects involving Central Counter Party clearing implementation, which is directly relevant to clearing and settlement. Their background includes managing client portfolios and working in investment fund environments, showing familiarity with capital markets and trade settlement processes. While the candidate's profile doesn't explicitly mention specific keywords like 'Investment API,' the overall experience and focus on securities, trade services, and clearing strongly support a good fit for the role. Hence, a score of 8 out of 10 is appropriate. | not Limited | |
| Wolfgang Pauen | Avaloq Sourcing (Europe) AG | Key Account Manager Principal | Key Account Manager Principal | Cologne Bonn Region | Link | 8 | very high | The candidate Wolfgang Pauen currently holds the position of Key Account Manager Principal at Avaloq Sourcing (Europe) AG, which directly aligns with the key account management experience required. The candidate also has significant experience in securities processing and trade services, demonstrated by previous roles such as Bereichsleiter Handelsabwicklung (Head of Trading Operations) at Deutsche Apotheker- und Ärztebank and Geschäftsführer at DSP Düsseldorf Securities Processing. These roles indicate experience in trade services, settlement, and securities operations, which matches the main experience needed for the Upvest role. The inclusion of leadership and operations management in trade and securities also supports a strong fit for managing enterprise clients and client success in investment APIs and related services. Overall, the candidate fits well with the key criteria for this specialized FinTech role, scoring an 8 out of 10 as a good match. | no information | |
| Mariya Koch | Universal Investment | Client Solutions Manager Securities | Client Solutions Manager Securities | Frankfurt, Hesse, Germany | Link | 8 | very high | Mariya Koch currently holds the position of Client Solutions Manager Securities at Universal Investment since May 2019, which is closely aligned with the key tasks and experience required for the role at Upvest, including securities and trade services. Prior experience as Senior Client Service Representative at State Street Bank International GmbH and additional roles suggest solid client-facing experience in financial services. The profile shows relevant expertise in securities, trade services, and client management, important for the (Senior) Account Manager Enterprise Clients role. Although the exact keywords like 'Investment API' or 'brokerage' are not explicitly mentioned, the strong securities and client solutions background makes Mariya a strong candidate for the role, scoring an 8 out of 10 for fit. | not Limited | |
| Lev Nazarov | HSBC Internationale Kapitalanlagegesellschaft mbH | Associate Director, Senior Relationship Manager | Associate Director, Senior Relationship Manager | Wuppertal, North Rhine-Westphalia, Germany | Link | 8 | very high | The candidate, Lev Nazarov, has significant experience as a Senior Relationship Manager and Associate Director at HSBC Internationale Kapitalanlagegesellschaft, which includes responsibilities for client account management and collaboration with asset managers, custodians, and service providers. His role involves strategic and operational relationship management, handling service level agreements, regulatory project implementations such as CSDR III, and complaint management—all key aspects relevant to client relationship management in financial services. Moreover, while the profile does not explicitly mention terms like "Investment API" or "trading services" in exact wording, it strongly relates to securities processing, fund administration, and post-trade services, which align closely with brokerage, clearing, settlement, and capital markets functions. Therefore, he is a strong fit for the Senior Account Manager Enterprise Clients role at Upvest, particularly given his focus on securities operations and trade services in an institutional asset management context. | not Limited | |
| Nina H. | ODDO BHF | Client- und Businessmanager Fund Servicing | Client- und Businessmanager Fund Servicing | Mühlheim, Hesse, Germany | Link | 8 | very high | Nina H. has extensive experience in trading, asset management, and client/business management roles, including positions titled Client- und Businessmanager Fund Servicing and Manager Orderdesk which indicate client relationship and account management responsibilities within financial services. Her background includes securities, trading, and fund servicing which align well with the requirements of the Upvest role. Terms related to trade services, settlement, and securities operations are part of her professional history. Her education and certifications in relevant banking and trading qualifications further support her fit. Overall, she brings strong domain knowledge and account management experience, scoring 8 out of 10 in fit. | no information | |
| Nicole Reiss | Clearstream | Relationship Manager | Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Nicole Reiss is currently a Relationship Manager at Clearstream Banking since 2001, with previous experience at DZ BANK AG as Vertriebsmanager. Clearstream is a well-known company in securities services, trade processing, and settlement, aligning well with the requirement for experience in trade services, brokerage, and settlement. Her role as Relationship Manager aligns strongly with account management and client relationship roles. The long tenure and sector relevance indicate strong domain expertise, making her a potentially very good fit for the Senior Account Manager Enterprise Clients role at Upvest with a score of 8 out of 10. | no information | |
| Kurt Zeimers | BNP Paribas - Securities Services | Client Line Manager for the client segment Asset Managers & Global Product Manager Private Capital | Client Line Manager for the client segment Asset Managers & Global Product Manager Private Capital | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate has extensive experience with BNP Paribas Securities Services, currently serving as Client Line Manager for Asset Managers and Global Product Manager Private Capital. This role involves client relationship management and deep familiarity with securities and asset servicing including custody and fund administration. Their 27+ years of experience in asset servicing and over 10 years with alternative funds aligns well with the requirements for account management and securities/trading services expertise. The profile mentions expertise in securities, fund shares, and regulatory insights related to digital assets, which further fits the needed domain knowledge. Although the role does not explicitly state brokerage or settlement in the title, the candidate's background in securities services strongly indicates relevant experience. Based on these factors, the candidate is a strong fit with a score of 8 out of 10. | no information | |
| Agathe Glatz | Salesforce | Account Executive - Financial Services @Salesforce | Account Executive - Financial Services @Salesforce | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate, Agathe Glatz, has strong experience in account management and client relationship roles, particularly in the financial services sector. Her recent roles include Account Executive at Salesforce Financial Services and multiple roles at Clearstream, which is known for post-trade infrastructure, securities processing, and custody services. She has experience managing top-tier bank clients, handling post-trade client relationships, complex sales cycles involving IT, product, and legal teams, and client retention in securities-related domains. Keywords relevant to trading services, brokerage, post-trade, and settlements are well represented in her Clearstream roles. The experience aligns very well with the key tasks and main experience requirements for the Senior Account Manager role at Upvest, especially in investment API, trade services, and client success management. The score of 8 indicates a strong fit with some room for more explicit focus on API-specific or trading platform technology exposure. | not Limited | |
| Bilgehan Aydin | Commerzbank AG | Senior Banker- Global Relationship Manager Institutional Clients & Transaction Banking Sales NBFI | Senior Banker- Global Relationship Manager Institutional Clients & Transaction Banking Sales NBFI | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate, Bilgehan Aydin, currently holds senior roles at Commerzbank AG with strong involvement in capital markets, transaction banking, and relationship management for institutional clients. Their experience includes leading product steering and strategic transformation related to capital markets and trade services, including overseeing pre- and post-trade controls, compliance, and client retention strategies globally. They have directly worked on trade services, collateral management, post-trade operations, and regulatory adherence (e.g., Dodd Frank Compliance) which align well with the requirements for working with securities processing, settlement, and brokerage services. The profile shows senior account management and client relationship roles combined with deep knowledge in trade services, settlement, and securities operations, making them a very good fit for the (Senior) Account Manager Enterprise Clients role at Upvest focused on Investment API and trade services. The score reflects a strong match with minor unknowns about direct experience with API platforms specifically, but overall this candidate is highly suitable. | no information | |
| Andrea Posor Capelo | BNP Paribas | Client Services Manager | Client Services Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate, Andrea Posor Capelo, currently holds the position of Client Services Manager at BNP Paribas, a role strongly aligned with client relationship and account management. Her extensive professional background includes multiple positions at Deutsche WertpapierService Bank AG focused on network management and settlement, directly relating to securities processing, trade services, and settlement functions. These experiences closely match the requirements of managing clients in securities and trading services, making her a strong candidate for the (Senior) Account Manager Enterprise Clients role at Upvest. The score of 8 reflects her strong background while noting that no explicit mention of Investment API or brokerage is identified, which would perfect the match. | no information | |
| Enno Fricke | Union Investment Institutional | Client Relationship Manager | Client Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate, Enno Fricke, currently holds the position of Client Relationship Manager at Union Investment Institutional, a role strongly aligned with client relationship and account management. Previous roles include Account Manager and product management responsibilities within the same company. The experience is from a company dealing with institutional investment which implies exposure to securities, trade services, and related financial services. Although the detailed profile does not explicitly mention technical keywords like 'Trade Services,' 'Settlement,' or 'Investment API,' the consistent roles in client management within an investment institution strongly suggest relevant domain experience making the candidate a good fit for the (Senior) Account Manager Enterprise Clients role at Upvest. | no information | |
| Heiko Tilmont | Allianz Global Investors | Global Head of Client Operations & Branch Manager | Global Head of Client Operations & Branch Manager | Saarland | Link | 8 | very high | Heiko Tilmont holds significant senior roles at Allianz Global Investors with titles related to client operations, distribution operations, and branch management. His responsibilities include managing teams involved in fund registration, shareholder and distribution services, and KYC services globally, which relate to client relationship management and account management. His background includes oversight of transaction processing, fund administration, and custody services. While his profile does not explicitly mention some specific keywords like 'brokerage' or 'post-trade' in detail, his extensive experience in financial operations, fund processing, and client operations in a capital markets environment, along with leadership roles, strongly align with the requirements for account management and securities/trade services. This makes him a very good fit for the Senior Account Manager Enterprise Clients role at Upvest, scoring an 8 out of 10. | not Limited | |
| Bettina May | CACEIS | Senior Client Coverage Manager | Senior Client Coverage Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | Bettina May currently holds the position of Senior Client Coverage Manager at CACEIS, a financial services company with significant scale. She has extensive experience in senior client relationship and account management roles across major financial institutions including Credit Agricole, Amundi, and Russell Investments. Her roles consistently involve managing institutional clients and distribution, which aligns with account management for enterprise clients. Although her profile summary does not explicitly list trade services, brokerage, clearing, or settlement, her history in asset management and client relationship roles within capital markets firms strongly indicates relevant experience or exposure to securities processing, trade services, and settlement. She has many years of experience dealing with investment products and institutional clients, important for managing Upvest's Investment API clients. Overall, Bettina's background fits well with the requirements of a Senior Account Manager with knowledge of trade services and securities, scoring her an 8 out of 10 for fit to the role. | no information | |
| Alexander Greif | HSBC | Head of Client Service - Broker Dealers | Head of Client Service - Broker Dealers | Düsseldorf, North Rhine-Westphalia, Germany | Link | 8 | very high | The candidate currently holds the position 'Head of Client Service - Broker Dealers' at HSBC and has previous roles at HSBC including 'Account Manager Broker Dealers' and 'Experte Trade Services'. These roles indicate strong account management experience and involvement in trade services, which is directly relevant to the key tasks and experience requirements for the Senior Account Manager Enterprise Clients role at Upvest. The experience covers client relationship management and securities/trade services, aligning well with the listed key skills such as trade services, settlement, brokerage, and securities operations. The candidate has a strong background in investment and trading-related services, making them a good fit with a score of 8 out of 10. | not Limited | |
| Reneta Kugele | Visa | Director Account Executive, Key Accounts | Director Account Executive, Key Accounts | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate Reneta Kugele has extensive experience in account and relationship management, particularly in key account executive roles at Visa and BNY Mellon. Her current and previous roles involve managing top-tier client accounts, strategic client relationship management, and handling complex international projects. She has comprehensive knowledge of investment services products and markets, including securities processing, custody, and trade services indicated by her positions at BNY Mellon involving asset servicing, custody, and fund accounting. The profile also shows strong skills in client impact and strategic account management, which are critical for the role at Upvest. Though not explicitly mentioning all keywords like 'Investment API' or 'trade settlements,' her finance and securities-related experience strongly aligns with the trading services, brokerage, and settlement requirements. Therefore, she is a very good fit for the (Senior) Account Manager Enterprise Clients position at Upvest, scoring 8 out of 10. | no information | |
| Jens Klitzke | J.P. Morgan | Vice President - Key Account Manager / Team Manager | Vice President - Key Account Manager / Team Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Jens Klitzke, has extensive experience as a Vice President - Key Account Manager / Team Manager at J.P. Morgan, working in Securities/Investor Services. The profile shows strong client account management for institutional investors, coordinating service delivery across multiple departments including Sales, Product Management, Legal, Compliance, Middle Office, and Operations. The experience involves securities processing, trade services, and complex client relationship management. The candidate leads a client service account management team and has project management experience implementing strategic changes in service models. This closely aligns with the required experience in client relationship management, key account management, trade services, securities operations, and settlement relevant for the Upvest role. The profile mentions strong skills in trade services, clearing, settlements, and capital markets, which are highly relevant. The only minor missing direct mention is Investment API specifically, but given the close domain and responsibilities, the candidate is a strong fit for the role. | not Limited | |
| Sebastian Maierhofer | State Street | Account Manager | Account Manager | Munich, Bavaria, Germany | Link | 8 | very high | Sebastian Maierhofer currently works as an Account Manager at State Street, a major financial services company, since 2019. His responsibilities include managing client relationships, client reporting, contract management, and coordinating client onboardings and transitions. He also focuses on improving client service and process optimization, which aligns well with client impact and account management roles. Additionally, his background is in investment fund operations and client service roles, which are related to securities and trade services. While the profile does not mention every specific keyword such as 'clearing' or 'settlement' explicitly, the nature of his work at State Street strongly implies experience with securities operations and trade services. Overall, he is a very strong fit for the role of (Senior) Account Manager for enterprise clients in an Investment API FinTech environment like Upvest, scoring 8 out of 10. | no information | |
| Alexander Mondorf | DZ BANK AG | Senior Relationship Manager - Trade Risk Distribution | Senior Relationship Manager - Trade Risk Distribution | Frankfurt, Hesse, Germany | Link | 8 | very high | Alexander Mondorf has significant experience in client and relationship management, with leadership roles in international financial institutions, including Commerzbank AG and DZ BANK AG. His current role as Senior Relationship Manager - Trade Risk Distribution at DZ BANK and past roles as Regional Head FI Sales indicate strong expertise in managing key accounts and client success. His profile shows broad experience in financial services, including transaction banking and capital markets, which are related to trading services, settlement, and securities. Although the profile does not explicitly mention all specific keywords like 'Wertpapierabwicklung' or 'Trade Services,' his extensive involvement in trade risk and financial institutions serving capital markets clients suggests a strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest. Overall, he matches most of the critical experience and skills required, scoring him an 8 out of 10. | no information | |
| Sven Mengel | Universal Investment | Relationship Manager | Relationship Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate has substantial experience in client relationship management roles, including positions titled Relationship Manager and Client Relationship Manager. Experience at Universal Investment and other financial institutions indicates exposure to investment and securities contexts. Early career experience at Xchanging Transaction Bank involved 'Sachbearbeiter für Wertpapierabwicklung,' directly related to securities processing and trade services. The roles listed emphasize client management and securities/trading/settlement expertise, aligning well with the Upvest role requirements. However, detailed specific mentions of Investment API or direct trade and settlement platform management are not explicit, preventing a perfect match score. | no information | |
| Frank C. | Hauck Aufhäuser Lampe Privatbank AG | Senior Business Relationship Manager | Senior Business Relationship Manager | Munich, Bavaria, Germany | Link | 8 | very high | The candidate has extensive experience as a Senior Business Relationship Manager and Senior Relationship Manager, demonstrating strong account and client management skills with institutional clients, asset managers, and capital management companies. The profile includes responsibilities such as client education, product implementation, and business development which align with account management expectations. Moreover, the candidate has significant familiarity with trading services, securities, custody, clearing, and post-trade processes from roles at institutions like Societe Generale Securities Services GmbH, J.P. Morgan AG, and others, covering key topics like custody, post-trade, settlement, and securities operations. This solid background fits well with the requirements for managing clients of an Investment API service focusing on trading and settlement. The candidate's strong relationship management experience and understanding of capital markets and trade services make them a very good fit for the position, although explicit experience with investment APIs is not directly mentioned, the overall profile is strongly relevant. | no information | |
| Thomas Dreifürst | Börsen-Spiegel Verlagsgesellschaft mbH | Senior Relationship Manager | Senior Relationship Manager | Fulda, Hesse, Germany | Link | 8 | very high | Thomas Dreifürst has extensive experience in securities operations and custody services as evidenced by his roles at BNP Paribas Consorsbank and Citi. He has senior-level experience in client relationship management and custody services which aligns well with account management for trading services and settlement. His current role as Senior Relationship Manager further confirms client-facing responsibility. The profile shows detailed experience in securities processing, trade services, and corporate actions, which are closely related to the key tasks of the role at Upvest. However, there is no explicit mention of experience with Investment APIs, although his background strongly covers capital markets and securities operations, making him a strong fit with a score of 8 out of 10. | not Limited | |
| Saracino Concetta | KfW IPEX-Bank | Account-Managerin | Account-Managerin | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate Saracino Concetta holds the position of Account-Managerin at KfW IPEX-Bank since 2016, indicating substantial account management experience. Prior roles include Managerin Syndicated Loans and group leadership roles in money trading back office, showing familiarity with financial operations. Although not explicitly stated, her banking and financial services background likely involves trade services, securities processing, and post-trade activities given the nature of her roles and institutions. The presence of keywords such as 'Account-Managerin' and experience in credit operations align well with the client relationship management and trading services aspects required for the Upvest role. Overall, she is a strong fit with an estimated match score of 8 out of 10. | no information | |
| Wioletta Bechta | MarketAxess Post-Trade | Sales Relationship Manager - Post-Trade | Sales Relationship Manager - Post-Trade | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Wioletta Bechta, has current experience as a Sales Relationship Manager in the Post-Trade area at MarketAxess Post-Trade, which directly aligns with post-trade processes, trade services, and settlement. This role indicates relevant account management experience focused on client relationships. Previous roles at UBS include team leadership in regulatory transaction reporting with strong exposure to regulatory controls over financial transactions, which likely includes securities and trade services. Key relevant keywords such as Post-Trade, settlement, regulatory transaction reporting, and relationship management are present. However, there is no explicit mention of brokerage or custody services, which slightly tempers the perfect score. Overall, she appears to be a strong fit for the (Senior) Account Manager Enterprise Clients position at Upvest in an Investment API FinTech context. | no information | |
| Christian Weber | LBBW | Regionaldirektor / Key Account Manager Capital Markets | Regionaldirektor / Key Account Manager Capital Markets | Jena, Thuringia, Germany | Link | 8 | very high | Christian Weber's current role as Regionaldirektor / Key Account Manager Capital Markets at LBBW aligns strongly with the experience requirements for the position. His background includes key account management and client relationship management roles at LBBW and DekaBank, which are relevant. The titles and companies suggest involvement with capital markets and institutional fixed income sales, indicative of securities and trading services knowledge. However, the exact exposure to some specific keywords like 'Investment API' and some other post-trade settlement specific terms is not explicitly clear from the profile summary available. Overall, his profile shows strong fit in account management combined with capital markets expertise, which are critical for the role at Upvest. | no information | |
| Silke B. | Deutsche Bank Securities | Account Manager | Account Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate holds the position of Account Manager at Deutsche Bank Securities, which strongly aligns with the requirement of client relationship management/account management experience. Working at Deutsche Bank Securities indicates exposure to securities, trade services, and possibly settlement processes. Although the profile summary and detailed keywords are not provided, the company and role suggest relevant expertise in brokerage and securities processing, making the candidate a strong potential fit for the role at Upvest. | no information | |
| Adrian Stolzenberg | HSBC | Head of Client Management Custody & Funds | Head of Client Management Custody & Funds | Düsseldorf, North Rhine-Westphalia, Germany | Link | 8 | very high | Adrian Stolzenberg is currently Head of Client Management Custody & Funds at HSBC, which aligns well with the requirements of client relationship and account management experience. His role at a major bank like HSBC likely involves securities, custody, and funds management, which are relevant to trade services, settlement, and brokerage. His history shows progressive roles in client management with a focus on custody and funds, indicating strong experience in financial services related to securities and settlements. While there is no explicit mention of all keywords, his job title and employer strongly suggest relevant expertise making him a good fit for the (Senior) Account Manager Enterprise Clients role at Upvest. | no information | |
| Peter Rost | HAUCK AUFHÄUSER LAMPE | Relationship Manager | Relationship Manager | Munich, Bavaria, Germany | Link | 8 | very high | The candidate is currently a Relationship Manager at Hauck Aufhäuser Lampe Privatbank AG, showing direct client relationship and account management experience which is relevant. Prior experience at State Street in Depository Services & Operations Specialist and Investment Fund Management Assistant roles strongly indicates exposure to securities, trade services, and post-trade operations. The roles and companies align well with capital markets, trading platform, and securities operations functions required for the Senior Account Manager Enterprise Clients role at Upvest. Although there is no explicit mention of 'Investment API,' the candidate's profile strongly supports a high fit for this position. | no information | |
| Patrick von Moller | LSEG (London Stock Exchange Group) | Account Manager Key Strategic Clients - London Stock Exchange Group | Account Manager Key Strategic Clients - London Stock Exchange Group | Frankfurt, Hesse, Germany | Link | 8 | very high | Patrick von Moller has strong relevant experience as an Account Manager and Lead Account Manager with LSEG (London Stock Exchange Group) and Refinitiv, an LSEG business, which are deeply involved in financial markets data and infrastructure. His roles indicate direct involvement with strategic clients in capital markets and data services that align with trading services and securities operations. The profile shows skills and keywords related to account management, securities, trading, and investment platforms. While the profile does not explicitly list all targeted keywords or mention direct experience with Investment APIs or post-trade settlement explicitly, the companies and roles strongly suggest a high degree of relevant domain expertise, making him a potentially very good fit for the (Senior) Account Manager Enterprise Clients role at Upvest. | not Limited | |
| Benedikt Berndlmaier | CACEIS | Client Project Manager Clearing | Client Project Manager Clearing | Babensham, Bavaria, Germany | Link | 8 | very high | Benedikt Berndlmaier is currently employed as a Client Project Manager Clearing at CACEIS, a role closely aligned with trade services, settlement, and clearing. His past roles at the same company include Senior Officer Corporate Actions and Sachbearbeiter Corporate Actions, which indicate experience in securities operations and post-trade processing. His background appears strong in securities, clearing, settlement, and related capital market activities. While there is no explicit mention of account management titles like key account manager or client relationship manager, his role as a Client Project Manager implies client-facing responsibilities. The profile reflects significant relevant experience for the (Senior) Account Manager Enterprise Clients role at Upvest, especially regarding trade services and settlement. Hence, he is a strong potential fit, meriting a high score of 8 out of 10. | no information | |
| Christian Ganzenmüller | HypoVereinsbank - UniCredit - Deutschland | Team Head Client Lifecycle Management | Team Head Client Lifecycle Management | Greater Munich Metropolitan Area | Link | 8 | very high | Christian Ganzenmüller has extensive experience in client lifecycle management and markets client management at HypoVereinsbank, a large financial institution. His roles have included managing client relationships and processes related to markets, equity derivatives, and commodities. Although direct keywords like 'brokerage', 'trade services', and 'settlement' are not explicitly mentioned, the context of his work in markets and equity finance, as well as client management, strongly aligns with the requirements for Account Management and trading services experience. His current role as Team Head Client Lifecycle Management fits well with the responsibility for client success management in an investment API service environment. Therefore, he is a very good fit with a score of 8 out of 10. | not Limited | |
| Angelo Valenzano | Clearstream | Vice President, Sales & Relationship Manager for Austria, Liechtenstein & Switzerland | Vice President, Sales & Relationship Manager for Austria, Liechtenstein & Switzerland | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Angelo Valenzano's LinkedIn profile shows strong experience in account management and client relationship management roles, specifically as Vice President, Sales & Relationship Manager at Clearstream. Clearstream is highly relevant as it operates in securities services, trade services, settlement, and post-trade processing, which aligns well with the required experience in trading, brokerage, clearing, and settlement fields. The profile indicates leadership in client-facing roles involving capital markets and investment-related services. Although there is no explicit mention of Investment API experience, the overall domain expertise and senior account management roles in securities and trade services justify a high fit score of 8 out of 10 for the Senior Account Manager Enterprise Clients role at Upvest. | not Limited | |
| Kerstin Montiegel | Deutsche Bank | Global Head Cash Service & Implementation | Head Relationship & Transaction Mgt DACH (Managing Dir.) | Global Head Cash Service & Implementation | Head Relationship & Transaction Mgt DACH (Managing Dir.) | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Kerstin Montiegel, holds senior roles at Deutsche Bank relevant to the key account management and client relationship management aspects required. Her titles include Global Head Cash Service & Implementation and Head Relationship & Transaction Management DACH, indicating direct involvement with client success and transaction management. Her expert domains align closely with capital markets, transaction banking, and digital client service platforms. While the profile does not explicitly mention trading services, brokerage, or post-trade settlement by those exact terms, her leadership in cash service, transaction management, and capital markets strongly implies relevant exposure in these areas. Given this, she appears to be a very strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest, scoring an 8 out of 10 for relevance and experience match. | no information | |
| Matt Störmer | LBBW | Senior Client Manager Financial Institutions | Senior Client Manager Financial Institutions | Stuttgart, Baden-Württemberg, Germany | Link | 8 | very high | The candidate has extensive experience in client management roles at major financial institutions, including a current role as Senior Client Manager Financial Institutions at LBBW. Their responsibilities include managing relationships with financial institutions and focus on trade finance transactions and payment business, which relates strongly to trade services, securities, and settlement contexts. Prior roles include account management and advisory positions in trade finance and global transaction services, indicating a solid background relevant to the senior account manager role at Upvest. However, specific mention of investment API or deep technical brokerage clearing and settlement is not explicitly found, lowering the perfect fit score slightly. | no information | |
| Patrick Schlierf | Amundi | Senior Client Account Manager - Client Service & Business Support | Senior Client Account Manager - Client Service & Business Support | Munich, Bavaria, Germany | Link | 8 | very high | Patrick Schlierf is currently a Senior Client Account Manager at Amundi, with prior experience as a Client Account Manager and Client Associate in corporate banking and large corporates. He has worked in client account management and business support roles in investment solutions, which aligns well with the account management aspect of the role. Additionally, he has experience at Societe Generale Securities Services and Allianz Global Investors, suggesting exposure to securities, trade services, and investment platforms. His roles indicate involvement in client relationship management and possibly capital markets and securities processing. However, direct keywords such as 'Wertpapierabwicklung', 'WP-Abwicklung', 'Settlement', or 'clearing' were not explicitly confirmed from the profile summary, which slightly limits the perfect fit score but overall he is highly relevant and suitable for the position. | no information | |
| Marius Riesinger | BitMEX | Senior Client Relationship and Sales Manager | Senior Client Relationship and Sales Manager | Landshut, Bavaria, Germany | Link | 8 | very high | Marius Riesinger's current role as Senior Client Relationship and Sales Manager at BitMEX involves managing institutional clients in crypto and digital assets with significant trading volume. His responsibilities include building and nurturing client relationships, understanding trading strategies, risk management, and liquidity demands, which closely align with the account management aspect required. He also works extensively with trading tools, API integrations, and client onboarding, which fits the technical and transactional elements of the role. Although his experience is primarily in crypto derivatives rather than traditional securities trading, the relevant skills in trading platform client management, API services, and relationship management are very strong indicators of suitability for the role at Upvest. Hence, a score of 8 out of 10 is appropriate. | no information | |
| Tobias Eppler | Allianz Global Investors | Key-Account-Manager | Key-Account-Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Tobias Eppler is currently a Key-Account-Manager at Allianz Global Investors since 2020, which demonstrates relevant client relationship and account management experience. His previous roles include positions in investment analysis, financial engineering, equity derivatives, and fixed income sales & trading, all within financial services. Although there is no explicit mention of 'Investment API' or certain specific keywords like 'settlement' or 'trade processing' in the profile summary available, his long tenure in financial institutions with roles related to trading and structured products suggests a strong familiarity with securities, brokerage, and trade-related services. Hence, he is a strong fit candidate for the (Senior) Account Manager Enterprise Clients role at Upvest, specifically in investment and trading services context. | not Limited | |
| Ulrike Engel | BNP Paribas Securities Services | Account Manager Global Custody Customer Support | Account Manager Global Custody Customer Support | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate is currently an Account Manager Global Custody Customer Support at BNP Paribas Securities Services since 2016, which directly aligns with the key role requirements of account management and securities operations. The profile indicates deep experience in global custody, which strongly suggests familiarity with securities settlement, trade services, and capital markets operations. The role and company are large scale and relevant to the investment API fintech domain. However, no explicit mention of 'Investment API' or specific keywords like WP-Abwicklung or trading platform is stated, thus the score is not a perfect 10 but very strong at 8. | no information | |
| Richard Thiel | BNP Paribas | Client Service Manager (Contracts) | Client Service Manager (Contracts) | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Richard Thiel, has extensive experience in client service management roles at BNP Paribas and BNP Paribas Securities Services, which are major financial institutions. His roles include Client Service Manager (Contracts), Global Service Manager, and Head of Client Service Management, indicating a strong background in account and client management. The profile mentions direct involvement with depositary services, custody, and securities services, which are closely related to trade services, settlement, and securities processing. His experience aligns well with the key tasks and required expertise in securities, trade services, and post-trade processes. Therefore, he is a strong fit for the Senior Account Manager Enterprise Clients role at Upvest. | not Limited | |
| Martin Dietzmann | State Street | Client Service Manager Assistant Vice President | Client Service Manager Assistant Vice President | Munich, Bavaria, Germany | Link | 8 | very high | The candidate has extensive experience in client service management roles at State Street, a major financial institution, with titles indicating seniority such as Client Service Manager Assistant Vice President. Previous roles include involvement in settlements, equity clearing, and asset maintenance, demonstrating strong experience in securities, trade services, clearing, and settlement. The roles align well with key tasks and required experience for the (Senior) Account Manager Enterprise Clients role at Upvest, including client relationship management and deep involvement in securities operations and trade services. The presence of relevant keywords and substantial industry experience supports a high match score, though the profile does not explicitly mention 'Investment API,' which is a specialized requirement. | no information | |
| Bastian Grümpel | Clearstream | Client Relationship Manager | Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The profile shows a current role as Client Relationship Manager at Clearstream, a major player in securities services, with responsibilities including client relationship management and strategic business development covering various areas such as collateral liquidity, securities settlement, and custody services. Previous roles include client services focused on securities processing, trade reconciliation, collateral management, and handling inquiries related to securities operations. The experience clearly aligns with the key account management and securities/trade services background required for the Upvest role. The profile's strong focus on securities processing, client management, and trade services at a reputable financial institution demonstrates a good fit for the Account Manager Enterprise Clients position at Upvest, scoring 8 out of 10 for strong domain and client management expertise, albeit without explicit mention of Investment API experience or certain niche terms. | no information | |
| Vinod Kumar Kasi Selvaraj Savio | Standard Chartered | Client Services and Middle Office Manager | Client Services and Middle Office Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate has extensive experience in client services and middle office management within banking and finance, specifically in trade lifecycle management, settlements, and trading support. The candidate's current role as Client Services and Middle Office Manager at Standard Chartered demonstrates relevant experience managing clients and supporting trading operations. The profile also highlights expertise in collateral management, trade control, and client service, which align well with the key tasks and experience required for the Senior Account Manager Enterprise Clients role at Upvest. While the profile doesn't explicitly mention 'Account Manager' or 'Brokerage,' the depth in trade services, settlements, and client relationship management suggests a very good fit for this role. | no information | |
| Rebecca Hornbogen | MEAG | Client Relationship Manager | Client Relationship Manager | Greater Munich Metropolitan Area | Link | 8 | very high | Rebecca Hornbogen is currently a Client Relationship Manager at MEAG, which aligns well with the required experience in account and client management. Her previous roles at BayernInvest, UniCredit Services, Barclays, and Citigroup included positions in financial and securities services environments. The experience at Barclays in FX Middle Office and Derivatives Operations, along with a role at UniCredit as a Senior Associate (Team Lead), indicates solid exposure to financial markets and related securities operations. Her roles imply familiarity with trade services, clearing, settlement, and securities processing, matching the job requirements closely. While the exact keywords such as "Investment API" or "Trading Platform" are not explicitly detailed, the combination of client relationship management and financial market experience aligns well with the role at Upvest. | not Limited | |
| Becky Mustafoska | Bayern Card Services GmbH | Business Relationship Manager | Business Relationship Manager | Munich, Bavaria, Germany | Link | 8 | very high | The candidate currently holds the position of 'Abwicklungsmanagerin Wertpapiere' (Securities Settlement Manager) at BNP Paribas, a major financial institution, indicating strong experience in securities processing, settlement, and related trade services. Additionally, the candidate has past experience as a Business Relationship Manager, which is closely related to account management and client relationship responsibilities. This background aligns well with the requirements for the Senior Account Manager Enterprise Clients role at Upvest, especially the emphasis on trade services, securities, settlement, and client management. The only missing explicit detail is direct experience with Investment APIs, but the candidate's overall profile is highly relevant and suitable for the position. | no information | |
| Mario Jaeger | Deutsche Börse Systems | Technical Key Account Manager | Technical Key Account Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Mario Jaeger currently holds the role of Technical Key Account Manager at Deutsche Börse Systems since 2008 and has held similar key account management roles at related companies such as Eurex / Deutsche Boerse Group since 2000. This indicates strong, stable experience in account management. The companies he worked for are leading in securities trading and settlement systems, suggesting strong familiarity with trade services, securities processing, and post-trade operations — critical for the Upvest role. The job titles and employers align well with key account management combined with in-depth knowledge of capital markets and trade services, making him a strong fit for the Senior Account Manager Enterprise Clients role at Upvest. The score is not perfect (10) due to lack of explicit mention of 'Investment API' but overall matches the required expertise very well. | no information | |
| Doris Galle-Rostami | Robeco | Senior Account Manager | Senior Account Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Doris Galle-Rostami has extensive experience as a Senior Account Manager at Robeco since 2009 and prior roles including Client-, Dealer Services Senior Representative managing key VIP accounts at Franklin Templeton. She has a long history in account management roles which matches the requirement for client relationship or key account management experience. Though the profile does not explicitly mention all the key FinTech securities, trade services, brokerage, clearing, and settlement keywords, her senior account management role at a large investment firm strongly suggests exposure to capital markets, trading, and related services relevant to Upvest's Investment API FinTech platform. Overall, she is a very strong fit with score 8/10. | not Limited | |
| Imke Eckardt | BNP Paribas Securities Services | Client Service Manager - Client Business Change / SLA | Client Service Manager - Client Business Change / SLA | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate Imke Eckardt currently is a Client Service Manager at BNP Paribas Securities Services, located in Frankfurt, with responsibilities likely involving client business change and service level agreements. She has prior experience as a Relationship Manager at the same company. BNP Paribas Securities Services is highly relevant to securities, trade services, and settlement. The role and company context strongly indicate experience in client relationship management in the securities/trade services domain, making her a strong fit for the Senior Account Manager role at Upvest that requires expertise in client management and securities/trade services. | no information | |
| Marc List | Clearstream | Relationship Manager | Relationship Manager | Dreieich, Hesse, Germany | Link | 8 | very high | The candidate is currently a Relationship Manager at Clearstream, a company known for custody, settlement, and securities services, indicating relevant exposure to securities processing, trade services, and post-trade operations. The role involves managing client relationships with knowledge of the financial services sector, which aligns with account management experience. Although the profile summary lacks explicit keywords such as 'brokerage' or 'clearing,' their work context and title strongly suggest involvement with securities and settlement services, making them a strong fit for the Senior Account Manager role at Upvest. | not Limited | |
| Markus Bischopink | Commerz Real AG | Senior Key-Account-Manager | Senior Key-Account-Manager | Cologne Bonn Region | Link | 8 | very high | Markus Bischopink has strong relevant experience as a Senior Key-Account Manager at Commerz Real AG and prior roles at Commerzbank AG including Director Corporate Sales, Capital Markets & Advisory, Capital Markets Corporate Sales, and Trading Specialist roles. His roles involved account management and exposure to capital markets, trading, and securities which aligns with the key tasks and experience required for the Senior Account Manager Enterprise Clients role at Upvest. The presence of key terms related to securities, trading, capital markets, and account management in his profile supports a high fit score. However, direct explicit mention of specific keywords like 'Investment API', 'WP-Abwicklung', or 'trade settlement' is not visible from the extracted data, so a perfect score is not given. | no information | |
| Joachim R. | Deutsche B��rse | Technical Key Account Manager | Technical Key Account Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate has strong relevant experience as a Technical Key Account Manager at Deutsche Börse since 2006, acting as Single Point of Contact for premium customers in all exchange market connectivity, which aligns well with account management and client success responsibilities. Prior roles include project management in investment banking, trading systems, and financial markets, showing relevant experience in securities, trade services, and trading platforms. Keywords related to securities operations, clearing, post-trade processing, and capital markets are reflected in the candidate's experience. The combination of account management and deep exposure to trading and exchange connectivity makes the candidate a strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest. | no information | |
| Antje Kache | Nomura Asset Management International | Client Account Manager | Client Account Manager | Greater Munich Metropolitan Area | Link | 8 | very high | The profile of Antje Kache demonstrates strong and relevant experience as a Client Account Manager and Client Services Manager within financial institutions, including Nomura Asset Management International and Macquarie Group. Key points supporting the fit include extensive client relationship management and account management roles, and work involving institutional clients and trading-related services. The profile shows exposure to settlement, custody, trade services, and capital markets, which aligns well with the requirements for the position at Upvest. The experience spans both European and US markets, with solid regulatory and operational knowledge. Hence, the candidate is scored 8 out of 10, indicating a strong fit for the (Senior) Account Manager role focusing on enterprise clients with trading and settlement experience. | not Limited | |
| Lama Farran | Deutsche Börse | Key Account Manager / Onboarding Manager | Key Account Manager / Onboarding Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | Lama Farran is currently a Key Account Manager / Onboarding Manager at Deutsche Börse, a leading financial market infrastructure provider, which indicates strong relevant account management experience. Prior to this, Lama worked as a Securities Clearing Functional Analyst at Deutsche Börse, directly related to trade services and settlement, which are critical for the role at Upvest. This background tightly aligns with the main experience requirements including securities, trade services, clearing, and settlement. While not all traditional brokerage terms are explicitly listed, working within Deutsche Börse and the roles held imply substantial exposure to capital markets and securities operations. The combination of client relationship management and securities processing experience merits a strong fit score of 8 out of 10 for the Senior Account Manager Enterprise Clients position at Upvest. | no information | |
| Imma Boccadamo | CRIF | Senior Key Account Manager Mobility | Senior Key Account Manager Mobility | Greater Munich Metropolitan Area | Link | 8 | very high | Imma Boccadamo has over 25 years of international financial experience, including roles directly related to client relationship management and account management. Her roles at HypoVereinsbank - UniCredit Bank AG and elsewhere include International Corporates Relationship Manager and Senior Relationship Manager with responsibilities in trade and export finance transactions. This background aligns well with managing enterprise clients in financial services, particularly with experience in trade services and securities-related operations. Although her profile does not explicitly list all keywords like "Investment API" or detailed securities operations, her extensive banking and trade finance experience makes her a strong fit for the Senior Account Manager role at Upvest with a good emphasis on client account management and trade services. | no information | |
| Christian Küchler | Charles River Development | Relationship Manager | Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Christian Kuechler has strong experience in client relationship management and account management roles, currently as a Relationship Manager at Charles River Development and Managing Director at State Street Global Exchange (Europe) GmbH. He has extensive experience in investment platforms, client services, and capital markets-related roles. His background includes leadership roles with responsibilities for client service delivery, business development, and oversight of teams across multiple countries, indicating strong client management skills. While the exact keywords like 'Wertpapierabwicklung', 'Trade Services', and 'Investment API' are not explicitly mentioned in the scraped text, the companies and roles he has been in strongly suggest experience relevant to securities processing, post-trade services, and trade settlement processes, especially in the investment and capital markets context. Therefore, he is a very good fit for the (Senior) Account Manager Enterprise Clients role at Upvest, with a score of 8 out of 10 given some slight ambiguity in explicitly stated keywords but very high relevance overall. | not Limited | |
| Ana Paula G. | BNP Paribas CIB | Settlement Account Manager | Settlement Account Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Ana Paula Goncalves, currently works as a Settlement Account Manager at BNP Paribas CIB, where she manages and reconciles high-volume settlement accounts, resolves complex settlement issues, and communicates daily with clearing houses such as SIX, Euroclear, Eurex, and Clearstream. Her role involves client relationship management, operational risk mitigation, and process optimization in the securities and trade services domain. These responsibilities align strongly with the key tasks and experience required for the (Senior) Account Manager Enterprise Clients role at Upvest, particularly in trade services, settlement, and client success management. Additionally, her background shows strong exposure to securities processing and settlement operations, making her a very strong fit. The only slight gap is that the profile emphasizes settlement over broader account management titles like Key Account Manager, but the experience depth in securities and client success is excellent, warranting a high score of 8 out of 10. | no information | |
| Cenk Kurun | TTCM Traders Trust Capital Markets Ltd | Senior Account Manager | Senior Account Manager | Weinolsheim, Rhineland-Palatinate, Germany | Link | 8 | very high | The candidate Cenk Kurun currently holds the position of Senior Account Manager at TTCM Traders Trust Capital Markets Ltd since November 2013, indicating strong experience in account management in a capital markets context. Previous role as Account Manager at IronFX suggests continuity in client relationship and trading services exposure. The company names and roles imply experience relevant to trading services, brokerage, and likely clearance and settlement aspects, fitting well with Upvest's Investment API FinTech requirements. Given the profile data, this candidate is a strong match with relevant title and sector experience though explicit mentions of specific securities processing terms are not available. | not Limited | |
| Steven Kandefer | BNP Paribas Securities Services | Client Service Manager | Client Service Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | Steven Kandefer is currently a Client Service Manager at BNP Paribas Securities Services, located in Frankfurt am Main. His background includes extensive client service roles primarily in the securities services and trade domain, which aligns well with the key experience required such as client relationship management and exposure to trade services and securities operations. His prior roles at State Street in Collateral Services also reinforce relevant experience in post-trade processes and securities operations. While the LinkedIn profile does not explicitly detail all keywords like 'Investment API' or 'brokerage,' the context of his companies and roles strongly suggests he has relevant trading services and settlement experience. Therefore, he is a strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest, with a score of 8 out of 10. | no information | |
| Kevin Bushell | Deutsche Bank | VP Client Service Officer - covering Eastern Europe and South Eastern European Banks | VP Client Service Officer - covering Eastern Europe and South Eastern European Banks | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Kevin Bushell has extensive experience in client service management, currently serving as VP Client Service Officer at Deutsche Bank, covering Eastern Europe and South Eastern European Banks since 2014. His profile includes prior roles related to securities settlements and derivatives, indicating strong familiarity with securities, trade services, and post-trade operations. His expertise aligns well with account management and client relationship management. Though the profile does not explicitly mention some specific keywords like 'Investment API' or 'Upvest,' his background in securities and trade services at a major bank positions him as a strong candidate for the Senior Account Manager Enterprise Clients role at Upvest. | no information | |
| Irina Schönmaier | Deutsche Bank | Teamhead Central Management & Strategy, Client Service Germany | Teamhead Central Management & Strategy, Client Service Germany | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate is currently a Teamhead in Central Management & Strategy, Client Service at Deutsche Bank with extensive experience managing client relationships in a corporate banking context. Previous roles include Produktmanagement Firmenkundenservice and Kundenservice Management Deutschland, indicating strong account management experience. While the profile does not explicitly mention all keywords like 'Wertpapierabwicklung' or 'trade services,' the involvement at Deutsche Bank's Corporate Bank and titles referencing relationship and transaction management strongly suggest experience related to securities processing, trade services, and client impact. Overall, the candidate appears to have a strong fit for the Senior Account Manager role focusing on enterprise clients in investment API and trade services. | no information | |
| Mike Josten | Invinco GmbH | Account Manager | Account Manager | Düsseldorf, North Rhine-Westphalia, Germany | Link | 8 | very high | Mike Josten has extensive experience as an Account Manager at Invinco GmbH involving order execution under a portfolio management license, development and introduction of risk management, client management, and settlement systems, as well as monitoring client accounts and creating trade settlements. His previous roles include customer advisory in institutional sales and securities trading with clear involvement in trade services, settlements, and securities processing. His profile strongly aligns with key requirements such as client relationship management and securities/trade services, making him a very good fit for the Senior Account Manager role at Upvest, albeit without explicit mention of Investment API experience. | no information | |
| Carsten Mertens | HANSAINVEST Hanseatische Investment-GmbH | Key-Account-Manager | Key-Account-Manager | Quickborn, Schleswig-Holstein, Germany | Link | 8 | very high | The candidate, Carsten Mertens, currently holds the position of Key-Account-Manager at HANSAINVEST Hanseatische Investment-GmbH, indicating strong experience in account management relevant to the role. Previous roles include Specialist Fixed Income - Trading at SIGNAL IDUNA Asset Management and Corporate Markets - Trading at HSH Nordbank, showing significant experience in trading and financial services. Although the profile does not explicitly mention all keywords like 'Wertpapierabwicklung' or 'Investment API', the combination of account management at an investment company and trading-related roles demonstrates a strong match for the key responsibilities and experience required for the Senior Account Manager Enterprise Clients role at Upvest, especially related to trade services and securities. | no information | |
| Markus Bauer | State Street | Managing Director | Investment Administration Insourcing Services | Head of Client Service Germany | Managing Director | Investment Administration Insourcing Services | Head of Client Service Germany | Hofheim am Taunus, Hesse, Germany | Link | 8 | very high | Markus Bauer has significant experience in client relationship management and managing client services, currently as Managing Director and Head of Client Service Germany at State Street, a major financial services company. His background includes leadership roles focused on investment administration, asset management processes, operations, and client relationship management. Earlier experience includes involvement with Wertpapierabwicklung (securities processing) and IT implementation of securities settlement processes (Wertpapier-Abwicklungsprozesse) at Sopra Steria Consulting, matching key domain expertise required for the role. While his profile does not explicitly mention direct experience with trading platforms or investment APIs, his extensive securities operations and client management roles at a large investment administration firm suggest strong domain relevance. Overall, he scores an 8 due to strong account management experience and relevant securities/trade services background, though there is no explicit mention of brokerage, custody, or direct Investment API experience. | not Limited | |
| Manuela Crocco | KAS Investment Servicing | Relationship Manager | Relationship Manager | Germany | Link | 8 | very high | The candidate, Manuela Crocco, is currently a Relationship Manager at KAS Investment Servicing, which is aligned with client relationship management. The company and role suggest exposure to investment servicing, likely covering securities and trade services. The title and company imply relevant experience in account management and client success in the financial investment domain, potentially including aspects of trade services, settlement, and securities processing. However, without more detailed information about specific keywords such as 'Wertpapierabwicklung', 'Trade Services', or 'Investment API', the fit is strong but not perfect, hence a score of 8. | no information | |
| Ingrid Vancas | DekaBank Deutsche Girozentrale | Kundenbetreuerin Sparkassen VV | Kundenbetreuerin Sparkassen VV | Germany | Link | 8 | very high | The candidate has over 20 years of experience in financial services, including significant roles in client relationship management and account management. Recent and past roles are closely related to key account management and client coverage in financial institutions. The candidate has direct experience with securities clearing and settlement from an earlier role and strong background in investment and asset servicing, which aligns well with trade services and settlement. Additionally, the profile shows involvement with clients such as custodians, asset managers, and banks, which is relevant to the securities and brokerage domain required for the Upvest role. Although the profile does not explicitly mention 'Investment API' experience, it covers many relevant securities operations and trade services keywords. Overall, the candidate scores 8 out of 10 for a strong fit with the role due to extensive client management and securities-related experience, with a slight deduction for lack of explicit API platform mention. | no information | |
| Frank Hiebsch | SEB | Special Client Service Manager Trade Finance | Special Client Service Manager Trade Finance | Morfelden, Hesse, Germany | Link | 8 | very high | Frank Hiebsch's current and past roles show significant experience in client service management and trade finance at SEB, a major financial institution. His titles include Special Client Service Manager Trade Finance, Business Analyst, Product Manager Liquidity Products, and Head of TB WCM Client Services, which indicate strong involvement in financial services, client management, and trade-related products. While the profile does not explicitly mention keywords like 'Investment API' or 'brokerage,' his extensive experience in trade finance and client service management aligns well with the role's requirements for managing enterprise clients and trade services. Therefore, he is a strong fit for the Senior Account Manager Enterprise Clients role at Upvest, scoring 8 out of 10. | no information | |
| Kokila G. | BNY | Vice President Cash Manager | Vice President Cash Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate currently holds the position of Vice President Cash Manager at BNY and Client Service Officer at Deutsche Bank, demonstrating strong account management experience. Previous roles include Senior Client Manager and various positions related to settlements, trade capture, and equity settlements at Deutsche Bank, Barclays Capital, and Goldman Sachs. The candidate has significant experience in trade services, settlements, post-trade, and securities operations, aligning well with the key tasks and required experience for the Senior Account Manager Enterprise Clients role at Upvest. The candidate's background in trade services, client management, and securities processing makes them a very good fit, though the exact use of an investment API is not explicitly mentioned. | no information | |
| Linda S. | ENSO | VP, Client Service | VP, Client Service | Munich, Bavaria, Germany | Link | 8 | very high | The candidate has significant experience in client relationship management and client service roles, including being a VP of Client Service. The background includes extensive involvement in financial services and securities-related operations such as trade support and settlements at Nomura and HSBC, prime brokerage middle office roles at Barclays, and OTC derivatives operations at Societe Generale. This aligns well with the requirements for experience in trading services, brokerage, clearing, and settlement. The combination of account/client service management and in-depth securities operations knowledge makes this candidate a strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest. The score is an 8 due to the impressive relevant experience, though direct experience in 'Investment API' is not clearly stated. | no information | |
| Benjamin Bellmann | Brightpoint Group | Head of Business Development & Director Client Relationship Management | Head of Business Development & Director Client Relationship Management | Hamburg, Hamburg, Germany | Link | 8 | very high | The candidate, Benjamin Bellmann, holds relevant roles including Head of Business Development & Director Client Relationship Management at Brightpoint Group and Head of Product at Deutsche Digitale Wertpapiere, which is involved with digital securities on a blockchain platform. His experience includes client relationship management and involvement in securities and capital market structures, with keywords like 'Wertpapier,' 'digital securities,' and 'capital market' present in his profile. Although the exact terms like 'trade services' or 'settlement' are not explicitly mentioned, his background aligns strongly with the required expertise. Overall, he is a strong fit for the role with score 8 out of 10. | not Limited | |
| Katrin Fechner | RAQUEST | Customer Success Manager, Business Analyst | Customer Success Manager, Business Analyst | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Katrin Fechner has significant relevant experience for the role of (Senior) Account Manager Enterprise Clients at Upvest. She is currently a Customer Success Manager and Business Analyst at RAQUEST, with expertise in Post-Trade Services, Securities, Wertpapierabwicklung (securities processing), and trade services-related topics such as FATCA, KYC, AML, and capital market processes. Her experience includes client success management, account management, and business analysis, aligning well with the key responsibilities of the role. Although her current title is not explicitly 'Account Manager,' her responsibilities and experience in securities and trade services match the requirements closely. Hence, she scores 8 out of 10 for fit. | no information | |
| Jonas Bessel | Clearstream | Client Relationship Manager | Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | Jonas Bessel's LinkedIn profile shows strong experience as a Client Relationship Manager at Clearstream, which is a major player in financial services including fund services. His roles span client relationship management and sales management in financial services organizations such as Clearstream, Deutsche Börse, and UBS. His experience includes regulatory services and client relationship management within capital markets environments. Keywords related to securities, trade services, settlement, and capital markets are strongly indicated by his current and past affiliations and roles. He has a client-centric approach and proven relationship management skills, which align well with the account management and client success responsibilities at Upvest. The profile does not explicitly mention technical trading platform or investment API experience but the securities processing and trade services environment experience is a very close fit. Overall, Jonas scores an 8 out of 10 for this role. | no information | |
| Jacqueline B. | Deutsche Börse Group | Key Account Manager Repo | Key Account Manager Repo | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Jacqueline Bedenbecker currently holds the position of Key Account Manager Repo at Deutsche Börse Group, which directly relates to key account management within trading and clearing services in securities. Her previous roles include onboarding manager and project support specialist with responsibilities in client support, change management, and onboarding for Eurex Repo markets trading and clearing, plus experience with KYC documentation and client admissions for trading platforms. This experience aligns well with managing client relationships and success for a FinTech investment API service in trading and settlement. The strong keywords and responsibilities such as trade services, clearing, settlement, and client management are present, indicating a very good fit for the role at Upvest. The only missing aspect might be direct exposure to an Investment API platform, though her experience in related capital markets and trade services is highly relevant. | no information | |
| Maria Victoria Navarro | HSBC | Client Manager Global Trade Services | Client Manager Global Trade Services | Greater Munich Metropolitan Area | Link | 8 | very high | The candidate, Maria Victoria Navarro, has significant relevant experience including her current role as Client Manager Global Trade Services at HSBC, which is directly related to trade services, client management, and securities processing. Her background includes account management, client relationship management, and specialized knowledge in trade finance, export finance, and global trade services—all closely aligned with the requirements for the Senior Account Manager Enterprise Clients role at Upvest. She also has strong multilingual communication skills, which is beneficial. However, there is no explicit mention of investment APIs or brokerage clearing and settlement platforms, slightly reducing the perfectness of the fit, but overall her profile is a strong match for the role. | no information | |
| Sandra Folkerts | HSBC | Senior Client Manager | Senior Client Manager | Germany | Link | 8 | very high | Sandra Folkerts has extensive experience in trade services and client management roles, primarily at HSBC, where she is currently a Senior Client Manager for Global Trade Solutions. She has held multiple positions related to trade and export finance, indicating strong familiarity with securities, trade services, and settlement processes. The presence of terms like 'Global Trade Solutions' and her long tenure in related roles suggest relevant domain knowledge. While specific keywords like 'Investment API' or direct brokerage roles are not explicitly mentioned, her experience aligns well with the role's key tasks and main experience requirements, making her a strong candidate for the position at Upvest. | no information | |
| Rene Kurtz | Citi | Relationship Manager, VP, Global Network Banking | Relationship Manager, VP, Global Network Banking | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Rene Kurtz, has extensive experience at Citi in various roles related to corporate and investment banking, relationship management, and client servicing. His current role as Relationship Manager, VP, Global Network Banking, along with previous roles focused on corporate banking, client relationship management, and fixed income trade lifecycle, strongly aligns with the requirements for account management experience. Furthermore, his background includes handling securities, trade services, settlement, OTC derivatives settlements, and custodian services. Keywords such as 'trade lifecycle', 'settlement', 'client relationship manager', 'securities processing', and 'trade processing' match closely with the desired expertise. Overall, Rene Kurtz's profile fits well with the role of (Senior) Account Manager Enterprise Clients at Upvest, especially given his strong banking and securities service experience, meriting a high fit score of 8. | no information | |
| Julia Becker | Deutsche Börse Cash Market | Relationship Managerin | Relationship Managerin | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Julia Becker, currently holds the position of Relationship Manager at Deutsche Börse Cash Market, which is a significant institution in capital markets and related financial services. Her roles have included responsibilities such as Executive Assistant to the Head of Cash Market & Chief of Staff for Trading & Clearing Strategy, indicating direct involvement with trading and clearing processes. Furthermore, her experience is centered around Capital Markets & Corporates, aligning well with securities, trade services, and post-trade activities. The profile details suggest strong experience in client relationship management combined with capital markets exposure, making her a strong fit for the (Senior) Account Manager Enterprise Clients role focused on investment API services with trade and settlement functions. The score is 8 out of 10 due to the strong relevant experience, although explicit mention of some specific keywords like 'investment API' or extensive direct brokerage operations is not fully detailed. | no information | |
| Hayan Patrick Idais | Deutsche Börse Group | Key-Account-Manager | Key-Account-Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate is currently a Key-Account-Manager Clearing at Deutsche Börse AG, which is highly relevant as Deutsche Börse is a major player in capital markets and clearing services. The role title and company indicate significant experience in account management as well as involvement with clearing, which aligns well with the target role at Upvest that requires account management experience tied to trading services, brokerage, clearing, and settlement. Past roles include Account Manager and positions related to portfolio management and legal services, indicating a robust background in client management and financial services. Keywords related to trade services, settlement, and clearing are highly relevant to the Upvest role. Given the position, company, and experience, this candidate is a strong fit for the role with a score of 8 out of 10. | no information | |
| Lucienne Foedisch-Polaschek | SWIFT | Senior Relationship Manager | Senior Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate, Lucienne Foedisch Polaschek, has extensive experience as a Senior Relationship Manager at SWIFT since 2015, which involves client relationship management and aligns with the roles of client relationship manager or key account manager. Her background includes working in financial services with strong skills in Operations Management, Middle Office, Customer Service, and Securities. She has also held positions at well-known financial institutions like Allianz Global Investors, Goldman Sachs, and Morgan Stanley, where responsibilities likely included aspects of securities and trade services. Although the LinkedIn data does not explicitly mention 'Investment API,' her involvement with trade services, securities, and settlements is strongly indicated, making her a very good fit for the Senior Account Manager Enterprise Clients role at Upvest. | no information | |
| Michaela Schlögl | Amundi | Head of Institutional Client Service - Mandatsgeschäft | Head of Institutional Client Service - Mandatsgeschäft | Greater Munich Metropolitan Area | Link | 8 | very high | Michaela Schlögl has strong experience in client account management, specifically in institutional client service as Head of Institutional Client Service - Mandatsgeschäft and Senior Client Account Manager at Amundi, a major financial institution. Her roles indicate significant responsibility in client success management. While the profile does not explicitly detail specific keywords like "Wertpapierabwicklung" or "Trade Services," her long tenure in investment operations and client service in a large asset management firm strongly suggests experience with securities, settlement, and post-trade services aligned with capital markets. This makes her a strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest requiring account management experience in trading services and settlement. | no information | |
| Andreas Duwe | Allianz Global Investors | Director/ Allianz Global Investors/ Team Lead Client Service Management at Allianz Networks Germany | Director/ Allianz Global Investors/ Team Lead Client Service Management at Allianz Networks Germany | Frankfurt, Hesse, Germany | Link | 8 | very high | Andreas Duwe has extensive experience in client service management and account management roles at Allianz Global Investors, including leadership positions such as Director and Team Lead Client Service Management. His work involves managing key accounts and client services, with specific references to managed account business, digital sales, reporting solutions, and client service projects. He has a significant background in securities and trade services, given his early career experience as a Securities Consultant at Commerzbank AG and various roles related to investment and product strategy. The profile aligns well with the role's requirements for experience in client relationship management and securities/trade services, making him a strong candidate for the (Senior) Account Manager Enterprise Clients role at Upvest. However, the profile does not explicitly mention direct experience with some specialized keywords like 'Wertpapierabwicklung' or 'Investment API,' so the fit is very good but not perfect, warranting a score of 8 out of 10. | no information | |
| Shruti Sharma | Deutsche Bank | Senior client service analyst (Subject matter expert)-Trade Flow Advisory & Services | Senior client service analyst (Subject matter expert)-Trade Flow Advisory & Services | Germany | Link | 8 | very high | The candidate has extensive experience with Deutsche Bank in trade finance services, including client service and advisory roles focusing on trade flow advisory and services. They demonstrate significant involvement in client relationship management, onboarding premium clients, handling sensitive client operations, and supporting trade finance transactions, which aligns well with the account management experience requirement. The profile also reveals familiarity with trade finance processes, digital access channels like Autobahn platform, and engagement with securities-related client activities, which relates to brokerage, clearing, settlement, and trade services. The certifications and education in banking, trade finance, and documentary credit further support their expertise in the relevant areas. However, the role specifically requests experience with investment APIs and platforms, which is not explicitly stated in the profile. Thus, while the candidate has a strong fit in account management and trade services, a slight gap exists regarding direct API platform exposure. Hence, a score of 8 out of 10. | no information | |
| Ute Winkler | HSBC Transaction Services GmbH | Senior Client Services Manager | Senior Client Services Manager | Düsseldorf, North Rhine-Westphalia, Germany | Link | 8 | very high | The candidate, Ute Winkler, currently serves as a Senior Client Services Manager at HSBC Transaction Services GmbH, a role indicating significant experience in client relationship management. Her history includes roles directly related to securities and trade services, notably as Sachbearbeiterin Wertpapierabwicklung (securities processing) at HSBC, which aligns with the key requirements of experience in trade services, brokerage, clearing, and settlement. The consistent tenure at HSBC in various roles related to payments operations and securities processing demonstrates relevant domain expertise. The profile shows strong alignment with the role of (Senior) Account Manager Enterprise Clients at Upvest, especially given her background in securities operations and client services in a financial institution. Her score is 8 out of 10, reflecting a strong fit with some room for further validation on the direct use of investment APIs but solid relevant experience in capital markets operations and client relationship management. | not Limited | |
| Lin Chen-Verras | 360T AG, Deutsche Börse Group | Client Services Manager | Client Services Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Lin Chen Verras, currently works as a Client Services Manager at 360T AG within Deutsche Börse Group, supporting FX trading platforms and onboarding market participants. Previous experience includes senior roles at State Street involving client relationship management, collateral management, trade settlement, and project management with extensive interactions with brokers, custodians, and asset managers. The profile shows a strong background in trade services, securities processing, and capital markets with relevant keywords such as client relationship management, trade settlement, custody, collateral agreements, post-trade operations, and regulatory compliance. Experience aligns well with the key tasks of managing enterprise clients for investment API services with trade and settlement expertise. The score of 8 indicates a very good potential fit for the Senior Account Manager Enterprise Clients role at Upvest, though not a perfect match possibly due to less explicit experience with investment APIs or brokerage platforms detailed in the visible information. | no information | |
| Füsun . | Deutsche Börse Group | Key-Account-Manager Clearing | Key-Account-Manager Clearing | Germany | Link | 8 | very high | The candidate has current experience as a Key-Account-Manager Clearing at Deutsche Börse Group, which is a major player in capital markets and clearing services. Past roles include business development in OTC FX product design and analyst roles in clearing supervision. The profile's headline and experience strongly correspond to key account management and clearing/trade services. This aligns well with the requirement for experience in account management and securities/trade services such as clearing and settlement. Although the profile does not specifically mention Investment API or brokerage in detail, the strong background in clearing and client services for financial market infrastructure is a very good fit for the role of Senior Account Manager Enterprise Clients at Upvest. | no information | |
| Jörg Palm | Allianz Global Investors | Senior Client Account Manager Institutional Clients | Senior Client Account Manager Institutional Clients | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Joerg Palm, currently holds the position of Senior Client Account Manager Institutional Clients at Allianz Global Investors since 2016, with previous relevant roles in client account management and product management in the financial sector. His experience includes managing institutional clients and product strategy, which aligns well with client relationship and account management requirements. While the profile lacks explicit mention of some specific trading services and settlement keywords like "Wertpapierabwicklung," "Trade Services," or "Post-trade," the seniority, sector, and client management roles strongly indicate relevant expertise in investment and securities services. Overall, the profile suggests a strong fit for the Senior Account Manager Enterprise Clients role at Upvest with a score of 8 out of 10 for suitability. | not Limited | |
| Marian Valkov | Deutsche Börse | Key Account Manager, Functionality & Partner Exchanges | Key Account Manager, Functionality & Partner Exchanges | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Marian Valkov currently works as Key Account Manager, Functionality & Partner Exchanges at Deutsche Börse AG, a major player in capital markets and exchange services which is closely related to trading and securities. His previous roles include significant experience in client relationship management and key account management, covering international affairs and business development in related areas. His work history with Deutsche Börse, Eurex, and Clearstream Banking involves exposure to securities, trade services, and post-trade processes. This profile aligns strongly with the key experience requirements for the Senior Account Manager Enterprise Clients role at Upvest, especially in trading services, brokerage, clearing, settlement, and securities operations. The match is not a perfect 10 only because very specific keywords like 'Investment API' or 'WP-Abwicklung' were not explicitly found in the available information but overall the fit is excellent. | no information | |
| Marc Recker | Deutsche Bank | Managing Director - Head of Global Client Solutions - Institutional Cash Management | Managing Director - Head of Global Client Solutions - Institutional Cash Management | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate, Marc Recker, has a highly relevant background with extensive leadership roles at Deutsche Bank in Institutional Cash Management, including responsibilities in product strategy, clearing solutions, and client solutions for financial institutions. His roles demonstrate experience in client relationship management and product oversight involving clearing, settlement, cross-border payments, and transaction banking innovation, which align well with account management and trading services aspects required for the Upvest role. Although the profile focuses more on cash management and payments, it includes clearing and product delivery elements relevant to securities and trade services. The candidate appears to have strong expertise in the financial services infrastructure and client management, making him a very good fit for the Senior Account Manager Enterprise Clients position at Upvest. | no information | |
| Nils Mai | 360T | Senior Account Manager - EMEA Bank Specialist | Senior Account Manager - EMEA Bank Specialist | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Nils Mai is currently Senior Account Manager - EMEA Bank Specialist at 360T, a role primarily focused on account management with large market-making partners, e-commerce trading desks, sales and treasury departments, and client relationship management. He handles technical aspects of connectivity and execution speed, regulatory issues, and product development for bank-specific solutions. His responsibilities include managing EMEA Bank Accounts, driving revenue growth, and working closely with internal account managers. Although his experience is centered around FX markets and liquidity management rather than securities trade services or settlement, his deep account management experience with trading and banking clients in a related financial technology and trading environment is highly relevant. However, there is less explicit direct mention of brokerage, clearing, and settlement in his profile. Therefore, he appears to be a strong candidate but not a perfect fit for the specific role in securities trade services and settlement at Upvest, resulting in a score of 8 out of 10. | not Limited | |
| Kai Schuler | 360 Trading Networks | Lead Core Client Service Manager | Lead Core Client Service Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | Kai Schuler has extensive experience as a client service manager and account manager in a trading-related environment, specifically with 360 Trading Networks. His roles include Deputy Head of Technical Client Advisory Services (TCAS) with responsibilities covering client communication, account management support during client "go live," problem resolution, and workflow optimization. He deals with technical and operational issues related to trading platforms, including FX trading and support services. This closely aligns with the required client relationship and account management experience, as well as significant involvement in trade services, trading platforms, client success management, and issue escalation, which fits well with Upvest's focus on investment API services with trade and settlement processes. The profile strongly matches the desired keywords and expertise areas, though direct mentions of securities processing or clearing are not explicitly stated, the implied responsibilities suffice for a strong fit. | no information | |
| Zaher B. | STARTRADER | Client Relationship & Retention Manager - DACH Market | Client Relationship & Retention Manager - DACH Market | Cologne Bonn Region | Link | 8 | very high | The candidate has significant experience in client relationship and retention management, currently serving as a Client Relationship & Retention Manager for the DACH Market at StarTrader, which is directly relevant to account management. Their experience at HYCM as an Account Manager also supports their suitability. They have demonstrated expertise with financial products including stocks, bonds, derivatives, forex, and ETFs, and hold an advanced license from CySEC, indicating strong securities market knowledge. Although the profile does not explicitly mention all keywords like settlement and clearing, the candidate's roles at trading companies and their financial regulatory knowledge suggest relevant experience aligned with trade services, brokerage, and account management for investment APIs and trading platforms. Overall, the fit score is 8 out of 10. | no information | |
| Ann-Sophia Stockmann | JPMorganChase | Senior Associate | CIB Payments, Treasury Services - EMEA Client Service Account Manager Corporates | Senior Associate | CIB Payments, Treasury Services - EMEA Client Service Account Manager Corporates | Frankfurt, Hesse, Germany | Link | 8 | very high | Ann-Sophia Stockmann currently holds a position as Senior Associate | CIB Payments, Treasury Services - EMEA Client Service Account Manager Corporates at JPMorgan Chase, which strongly aligns with the areal of client account management and payments/treasury services in a corporate context. Her past experience includes various client relationship and business development roles in financial institutions like DekaBank, including a traineeship with exposure to capital markets and credit analyses. While her profile does not explicitly mention all keywords like 'Investment API,' 'brokerage,' or 'settlement,' it does cover client account management, securities, trade services, capital markets, and related financial services environments. This makes her a very relevant candidate for the (Senior) Account Manager Enterprise Clients role at Upvest, with strong experience in client success management, trade services, and securities processing. Hence, the score of 8 out of 10 reflects her suitability with some minor gaps in very specific keywords related to APIs and brokerage mentioned in the role requirements. | no information | |
| Hannes Turowski | Clearstream | Relationship Manager | Relationship Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate currently holds the position of Relationship Manager at Clearstream, a notable company in the securities and financial services domain. Past experience includes client service in securities processing and account management tasks, particularly related to trade services and settlement. The candidate's role involved client relationship management and supporting securities operations, aligning well with the job requirements at Upvest. Experience keywords such as Wertpapierabwicklung, trade services, settlement, and client management are evident in the candidate's profile. However, there is no explicit mention of direct experience with investment APIs or a fintech startup environment, which slightly limits a perfect score. | not Limited | |
| Iris E. | Deutsche Bank AG | Product Specialist / Client Manager Agency Securities Lending, Vice President | Product Specialist / Client Manager Agency Securities Lending, Vice President | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The profile of Iris E. shows strong experience relevant to the role of (Senior) Account Manager Enterprise Clients at Upvest. She currently holds a position as Product Specialist / Client Manager Agency Securities Lending, Vice President at Deutsche Bank AG, which indicates significant client management expertise. Her experience directly involves securities and agency securities lending, which aligns well with the requirement for experience with trade services, settlement, securities processing, and related capital markets activities. Although the profile summary is limited, the job titles and seniority suggest a strong fit with account management and trading services experience, making her a very suitable candidate for the position. | no information | |
| Ismajl Ramadani | HSBC Continental Europa S.A. | Senior Client Manager Custody | Senior Client Manager Custody | Cologne, North Rhine-Westphalia, Germany | Link | 8 | very high | The candidate currently holds the position of Senior Client Manager Custody at HSBC Continental Europa S.A., which is highly relevant to the role requiring account management and experience in trade services, custody, and securities processing. Prior roles such as Client Portfolio Manager/Account Manager and Teamleiter Customer Relations at HSBC demonstrate strong account management and client relationship skills. The presence in the banking and securities domain aligns well with the keywords related to trade services, settlements, and securities operations. Therefore, the candidate shows a strong fit for managing enterprise clients in the investment API fintech sector, scoring 8 out of 10 for relevant experience and client management skills. | no information | |
| Alexander Blair | BNP Paribas Securities Services | Sales & Relationship Manager | Sales & Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Alexander Blair is currently a Senior Relationship Manager at BNP Paribas Securities Services, a company well known for its focus on securities services, trade services, and capital markets. The role title and company indicate strong experience in client relationship management and likely involvement in brokerage, clearing, settlement, and securities operations. This aligns closely with the requirements for the Senior Account Manager Enterprise Clients role at Upvest, particularly given BNP Paribas Securities Services' domain expertise. While the exact details of his daily tasks and specific keywords found in the profile summary were not available, the high-level role and company context provide a high confidence match. | no information | |
| Stefanie Scheiner | CACEIS | Senior Relationship Manager | Senior Relationship Manager | Germany | Link | 8 | very high | The candidate, Stefanie Scheiner, is currently a Senior Relationship Manager at CACEIS, which is a company involved in securities services. Prior roles include Clearing Support and Settlement Associate positions, providing significant experience in trade services, clearing, and settlement. The profile shows extensive experience in client relationship management and securities processing, making her a strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest, which requires expertise in account management and securities/trade services. | no information | |
| Dejan Djurdjevic | Societe Generale Securities Services - SGSS | Key Account Manager | Key Account Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate currently holds the position of Key Account Manager at Societe Generale Securities Services (SGSS), a company focused on securities services. This aligns closely with the need for account management in the financial and securities sector. Their experience includes roles in notable financial institutions such as BNP Paribas and J.P. Morgan, with titles indicating involvement in Corporate Sales, Cash Management, and Client Service Management specifically in Securities Services. The roles and companies suggest exposure to trade services, brokerage, and securities operations, covering many of the required keywords such as securities, trade services, and client management. Although the profile summary is not available, the information from job titles and companies strongly indicates a very good fit for the Senior Account Manager role in Investment API FinTech focusing on trade and settlement services. | no information | |
| Christian Schwencker | Dresdner Bank AG | Client Relationship Manager Securities / Treasury Products Sales | Client Relationship Manager Securities / Treasury Products Sales | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate holds a current position as Client Relationship Manager Securities / Treasury Products Sales at Dresdner Bank AG, which directly aligns with the key account management and client relationship management experience required. The focus on securities, treasury products, and sales indicates strong relevant knowledge in trade services, securities processing, and related capital markets fields. Although the profile does not explicitly list all keywords like 'settlement' or 'clearing,' the role's nature in securities and treasury products sales at a large bank shows a high likelihood of relevant expertise. Therefore, the candidate is a strong fit for the role with a score of 8 out of 10. | no information | |
| Ellen Christel Hartmann | FIS | Senior Account Manager | Senior Account Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | Ellen Christel Hartmann has extensive experience as a Senior Account Manager and Account Manager in globally recognized companies within the financial and trading sectors (FIS, CME Group, EBS Dealing Resources). Her roles clearly involve client relationship management, account development, and strategy for growth, which align well with the account management requirement. Additionally, she has experience and exposure to trading services, capital markets, and related operations, as indicated by her work with trading platforms and systems implementations. While the LinkedIn summary does not explicitly mention the detailed securities processing or investment API specifics, her background in trade services, client success management, and investment-related client interaction provides a strong match for the role at Upvest. Therefore, she scores an 8 out of 10 as a potential fit. | not Limited | |
| Christian Foltz | Bankhaus DONNER & REUSCHEL | Bankdirektor Head of Client Management Investor Services I Capital Markets | Bankdirektor Head of Client Management Investor Services I Capital Markets | Hamburg, Germany | Link | 8 | very high | The candidate, Christian Foltz, holds the title of Bankdirektor Head of Client Management Investor Services I Capital Markets at Bankhaus DONNER & REUSCHEL. This role indicates senior-level experience in client management within investor services and capital markets, which aligns well with requirements of the account manager position focused on trading services, brokerage, clearing, and settlement. The company size also suggests substantial experience scope. Although the extracted data does not explicitly mention all keywords like 'settlement' or 'investment API', the given role and sector strongly imply relevant expertise in securities, trade services, and capital markets management. | no information | |
| Yesim Aygün | BNP Paribas Asset Management | Senior Client Relationship Manager - Institutional Sales Liquidity Solutions | Senior Client Relationship Manager - Institutional Sales Liquidity Solutions | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Yesim Aygün, currently holds the position of Senior Client Relationship Manager - Institutional Sales Liquidity Solutions at BNP Paribas Asset Management, indicating strong account management experience. Previous roles include Client Service Manager and Global Service Manager at BNP Paribas Securities Services, which are relevant for client relationship management and trade services. The experience at BNP Paribas Securities Services involves trade and securities services, which fits well with the keywords such as securities, trade services, settlement, clearing, and custody. This indicates a strong alignment with the role's main requirements and key tasks at Upvest. The candidate's profile matches well with the combination of client management and trading/settlement services needed for the role, making her a very good fit with a score of 8 out of 10. | no information | |
| Ilaria Vagnoli | Capgemini | Banking Account Executive Director | Financial Services BU | Banking Account Executive Director | Financial Services BU | Frankfurt, Hesse, Germany | Link | 8 | very high | Ilaria Vagnoli's profile demonstrates extensive experience in account management and client relationship roles within the financial technology and capital markets sectors. She is currently a Banking Account Executive Director at Capgemini, managing Tier 1 Banking & Capital Market clients with responsibilities including client engagement strategies, revenue growth, and C-level collaboration. Her previous roles at LSEG (London Stock Exchange Group) involved managing customer success and commercial value creation in investment and wealth management solutions, which are closely related to securities, trade services, and settlement. She has strong experience in financial technology, enterprise data sales, and client success, which aligns well with the requirements for managing investment API services and trade/settlement services. While the profile does not explicitly list all specific keywords such as "Wertpapierabwicklung" or "brokerage custody clearing," her roles in capital markets, investment platforms, and financial services account management strongly indicate familiarity with these concepts. Overall, she appears highly suitable for the Senior Account Manager Enterprise Clients role at Upvest with a score of 8 out of 10. | not Limited | |
| A. Tuna Dağdeviren | Deutsche Börse | Clearing Key Account Manager | Clearing Key Account Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate, currently a Clearing Key Account Manager at Deutsche Börse, has strong relevant experience in account management specifically linked to clearing and settlement services in the financial markets. Previous roles include Key Account Management at the same company and experience at a financial institution, Akbank AG. This aligns well with the requirements for the Senior Account Manager role at Upvest, especially with experience in trade services, settlements, and capital markets. The profile strongly matches the required keywords and responsibilities, making the candidate highly suitable with a score of 8 out of 10. | no information | |
| Norbert Paul | Boerse Stuttgart Group | Executive Director Sales and Key Account Management | Executive Director Sales and Key Account Management | Stuttgart, Baden-Württemberg, Germany | Link | 8 | very high | Norbert Paul has extensive experience related to capital markets and key account management, currently serving as Executive Director Sales and Key Account Management at Boerse Stuttgart Group. He has held multiple senior roles with focus on sales, key account management, and business development in securities, trading, and market operations. His profile indicates strong exposure to trade services, securities processing, and capital markets which aligns well with the requirements in trading services, brokerage, clearing & settlement. His 28 years of experience in capital markets and account management indicate he is a good fit for the Senior Account Manager Enterprise Clients role at Upvest, scoring an 8 out of 10. | no information | |
| Natascha Hector-Weerts | Northern Trust | TA Client Service Manager | TA Client Service Manager | Perl, Saarland, Germany | Link | 8 | very high | The candidate has extensive experience in client relationship management and key account management roles primarily in the Transfer Agency and Operations domains at major financial institutions such as J.P. Morgan and Northern Trust. Their roles include management of operational teams, client relationship management, project management, and oversight of trade and settlement-related processes. Keywords relevant to the role such as 'Transfer Agency', 'transaction processing', 'service review meetings', 'client relationship management', and 'transfer agency operations' align well with the required trade services, securities, settlement, and capital markets experience. Although the profile does not explicitly mention 'Investment API' or direct brokerage experience, the strong background in securities processing, settlement, and client management in capital markets and financial services institutions makes them a very good fit for the Senior Account Manager Enterprise Clients role at Upvest. | no information | |
| Sven Schloten | Unabhängige Beratung | Senior Relationship Manager | Senior Relationship Manager | Cologne Bonn Region | Link | 8 | very high | The candidate, Sven Schloden, has extensive experience as a Senior Relationship Manager and in various account management roles involving high net worth individuals. He has significant experience with securities processing (Wertpapierabwicklung), trade services, settlement, and post-trade operations, as evidenced by his roles involving leadership in securities settlement at Hispano Commerzbank and managing repo trades at Commerzbank AG. His experience aligns well with the key tasks and main experience required for the Senior Account Manager Enterprise Clients role at Upvest, especially in handling trade services, settlements, and client relationship management in financial institutions. Although he may not have explicit stated experience with an Investment API or brokerage platforms, his background is very relevant for the position, warranting a strong fit score of 8 out of 10. | no information | |
| Jan Steenbergen | BNP Paribas - Securities Services | Client Line Manager Asset Owners & Sustainable Finance Expert | Client Line Manager Asset Owners & Sustainable Finance Expert | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Jan Steenbergen currently holds the position of Client Line Manager Asset Owners & Sustainable Finance Expert at BNP Paribas - Securities Services, which indicates strong experience in client management within the securities services domain. His past roles include Product Engineer at Societe Generale Securities Services, Product Specialist at BNY Mellon, and Product Developer at BHF Asset Servicing, all of which are related to securities, trade services, and related capital markets fields. He also has experience starting from trainee custody and derivative services, which aligns well with trade services, securities operations, and settlements. This combination of client management roles and extensive securities services industry background makes him a strong fit for a Senior Account Manager role focused on investment API services with trade and settlement responsibilities, scoring an 8 out of 10. | not Limited | |
| Thomas Sopp | Commerzbank AG | Client Service Officer | Client Service Officer | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Thomas Sopp's LinkedIn profile indicates he is currently a Client Service Officer at Commerzbank AG with extensive experience in Custody Services, Wertpapier-Settlement, communication via Swift ISO15022-Standard, and customer service related to Swift releases. This shows relevant expertise in securities operations, trade services, post-trade settlement, and customer relationship management, aligning well with the requirements for the (Senior) Account Manager Enterprise Clients role at Upvest. Although the profile does not explicitly mention account management titles like key account manager or client impact manager, the relevant client service and custody experience strongly indicate suitability. Given the direct match in technical and client servicing experience related to trading, settlement, and securities, a fit score of 8 out of 10 is appropriate. | no information | |
| Stefan Arnold | The Bank of New York Mellon | Relationship Manager, Vice President | Relationship Manager, Vice President | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate, Stefan Arnold, is currently a Relationship Manager and Vice President at The Bank of New York Mellon since 2008, indicating extensive experience in client relationship management within a major financial institution. The role involves managing client accounts, which aligns well with the account management requirement. Although the extracted profile did not explicitly mention all the specific keywords related to securities, trade services, clearing, settlement, and brokerage, working at BNY Mellon—a major player in custodial, clearing, and post-trade services—strongly indicates relevant experience in these areas. Previous roles in project management within asset management and consulting further support his suitability. Thus, he appears to be a strong fit for the role at Upvest with a score of 8 out of 10, pending confirmation of exact technical keywords in detailed profile sections not extracted here. | no information | |
| Beate Keim | Barclays | Trade Client Management (AVP) | Trade Client Management (AVP) | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate currently works in a Trade Client Management role at Barclays, a well-known financial institution with significant volume and complexity. Past roles include Trade Services Analyst, International Onboarding & Implementation Manager, and Client Services / Onboarding Corporate Clients, all within Barclays, indicating extensive experience in client management and trade services. The presence of keywords and job roles related to trade client management, client onboarding, and trade services aligns well with the requirement for experience with securities, trade services, settlement, and strong account management skills. This profile demonstrates a strong fit for the Senior Account Manager Enterprise Clients role at Upvest, which involves responsibility for clients of an Investment API service with trade services and settlement. | not Limited | |
| Maximilian Vollbrecht | ViTrade – Eine Marke der flatexDEGIRO Bank AG | Relationship Manager & Trading | Relationship Manager & Trading | Berlin Metropolitan Area | Link | 8 | very high | The candidate, Maximilian Vollbrecht, has a strong background in relationship management and trading, currently working as a Relationship Manager & Trading at ViTrade, a brand of flatexDEGIRO Bank AG, which is closely related to brokerage and securities trading services. His experience includes long-term involvement in Börsenhandel (stock trading), Wertpapiergeschäft (securities business), and Handelsüberwachung (trade supervision), all highly relevant to the role's requirement on trade services, brokerage, and settlement. His roles indicate client management capabilities, and his academic background in business and economics further supports his suitability. While the profile does not explicitly mention some specific terms like "Investment API" or "post-trade," the core account management and securities trading experience align well, justifying a high fit score of 8 out of 10 for the Senior Account Manager Enterprise Clients role at Upvest. | no information | |
| Angelika Weinberg | FIS - Fidelity Information Services | Senior Account-Manager | Senior Account-Manager | Munich, Bavaria, Germany | Link | 8 | very high | Angelika Weinberg is currently a Senior Account Manager at FIS - Fidelity Information Services since 2018 and has extensive experience with client acquisition and relationship management in the banking and financial services sector. Her background includes key account management and new business sales at the same company starting in 2007 with responsibilities indicating strong client management and business development skills. She holds an MBA in Banking and Financial Services, which supports her knowledge in relevant fields. While the profile does not explicitly mention terms like "trade services," "brokerage," or "clearing & settlement," her long tenure at a leading financial services company strongly implies relevant experience in securities processing, trade services, or related areas. Thus, she is a strong fit for the Senior Account Manager role focused on investment API trade services and client success management, scoring an 8 out of 10. | no information | |
| Fabian F. | FIS | Team Lead Account Management oCFO DACH&CEE | Team Lead Account Management oCFO DACH&CEE | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, currently Team Lead Account Management at FIS, manages complex corporate enterprise clients focused on financial ecosystems, which aligns with account and client relationship management. Their role involves strategic growth and trusted advisory for Group Treasurers and CFOs in DACH and CEE, indicating strong client management experience. Previous roles include Senior Sales Executive with exposure to Treasury, Risk Management, Trading, and Portfolio Management, and experience in payment systems and financial liquidity, which relate to trading services and settlement. However, the profile lacks explicit mention of brokerage, clearing, or direct securities operations keywords such as 'Wertpapierabwicklung' or 'trade processing,' though related financial services experience is evident. Overall, the profile demonstrates strong overlap with account management and financial trading services relevant to the Upvest role but is not a perfect match due to some missing specific terms. | no information | |
| Ante Janković | LSEG (London Stock Exchange Group) | Customer Success Manager - Trading - Equity and Fixed Income | Customer Success Manager - Trading - Equity and Fixed Income | Munich, Bavaria, Germany | Link | 8 | very high | The candidate, Ante Jankovic, has strong relevant experience as a Customer Success Manager at London Stock Exchange Group (LSEG), specifically in trading, investment, and wealth accounts. The profile mentions retention strategies, workflow optimization, stakeholder management, and monitoring metrics using Salesforce and Gainsight, which aligns well with client relationship and account management responsibilities. Ante's expertise involves capital markets, equities, fixed income, and trading platforms, showing strong indications of relevant experience in securities, trade services, settlement, and investment platforms. The focus on driving retention and customer satisfaction in trading and investment accounts fits closely with the job requirements at Upvest. Although the profile does not specifically mention all keywords related to brokerage, clearing, or detailed securities processing, the breadth and relevance of experience in trading services and relationship management make Ante a very good fit for the role with a confidence rating of high. | no information | |
| Jochen Bosch | FNZ Group | Senior Sales & Account Manager | Senior Sales & Account Manager | Germany | Link | 8 | very high | The candidate, Jochen Bosch, currently holds the position of Senior Sales & Account Manager at FNZ Group and has extensive experience in account and sales management roles across various companies, including roles labeled as Key Account Manager and Senior Sales Manager. His background includes working in finance-related firms and roles that likely involve client and account management for enterprise clients. However, the detailed profile does not explicitly mention direct keywords such as "Wertpapierabwicklung," "Trade Services," "Settlement," or other specific trading, brokerage, clearing, or securities processing terms. While FNZ Group and previous companies likely operate in financial services involving trades and investments, explicit confirmation of trade services and settlement experience is not found in the profile summary. Given the significant experience in senior account management and sales roles in finance-related companies, the fit is strong but not perfect due to lack of explicit evidence of the exact securities trade services expertise. Hence, a score of 8 out of 10 is appropriate. | no information | |
| Farouk Mukhtar | BNP Paribas | Relationship Manager | Relationship Manager | Berlin, Berlin, Germany | Link | 8 | very high | The candidate, currently a Relationship Manager at BNP Paribas, manages a large portfolio of multinational corporate clients and is involved in client relationship management, business development, and financial product structuring. They have extensive experience in trade services and settlement roles, including leading teams for equity swaps and structured products settlements, FX arbitrage settlements, and operational excellence in trade processing. Keywords relevant to the role such as 'settlement', 'trade processing', and 'client relationship manager' are prominent in their profile. Although their current role is more focused on corporate clients and banking solutions rather than a pure focus on trading services or investment APIs, the candidate's background strongly aligns with the required skills for the Account Manager role at Upvest. Thus, they are a very good fit with a score of 8 out of 10. | no information | |
| Helen Freyer | Deutsche Bank | Client Service Senior Analyst | Client Service Senior Analyst | Berlin, Berlin, Germany | Link | 8 | very high | Helen Freyer is currently an Assistant Vice President and Client Service Senior Analyst at Deutsche Bank in the Trade Flow Advisory & Services department. She has experience with trade finance client service and trade flow advisory, which directly relates to trade services, settlement, and securities processing. Her role suggests involvement in client relationship management in a capital markets or securities environment. This closely aligns with the key experience required for the (Senior) Account Manager Enterprise Clients role at Upvest. The specific mention of trade services and client service experience at a major bank supports a strong fit, though the exact scope of account management versus advisory roles is not fully detailed. | no information | |
| William Krein | UBS | Client Account Manager | Client Account Manager | Greater Hamburg Area | Link | 8 | very high | William Krein is currently a Client Account Manager at UBS, a large financial institution, since 2018, based in Hamburg, Germany. His role title directly aligns with the requirement for experience in client relationship/account management. UBS, being a major securities and investment firm, strongly suggests exposure to services like securities processing, trade services, settlement, and capital markets. Previous experience as an Investment Controller further supports familiarity with investment and trading operations. Although the profile lacks explicit keyword mentions such as 'settlement' or 'trade services,' the combination of his current position and employer indicates a strong fit for the role involving account management with securities and investment API services. Therefore, the candidate scores 8 out of 10 for the role. | no information | |
| Philipp Federspieler | Allianz Global Investors | Director, Team Lead Client Account Management Financial Institutions Group DACH | Director, Team Lead Client Account Management Financial Institutions Group DACH | Bavaria, Germany | Link | 8 | very high | Philipp Federspieler has strong account management experience, currently leading the Client Account Management Financial Institutions Group DACH at Allianz Global Investors since 2019. Previous roles also show a steady progression in client account management positions including Vice President and Director roles. Although the profile does not explicitly mention direct experience with trading services, brokerage, clearing, or settlement, working in financial institutions and fixed income likely involves exposure to securities processing and client relationship management duties relevant to trade and settlement services. Overall, he appears to be a strong fit for the senior account management role with a focus on investment and trade services at Upvest, scoring 8 out of 10 due to somewhat indirect evidence of trade services experience. | no information | |
| Julia Isabella Filipek | BNP Paribas - Securities Services | Senior Account Manager LC & GC Settlement | Senior Account Manager LC & GC Settlement | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Julia Filipek, currently holds the position of Senior Account Manager LC & GC Settlement at BNP Paribas Securities Services, which indicates direct experience with settlement and clearing, a key aspect of the role at Upvest. Her work focuses on settlement operations within a major financial institution, aligning with the trading services, clearing, and settlement experience required. She also has experience in account management roles and works in a finance context related to capital markets and securities services. Her profile shows a strong fit for handling client accounts in securities and settlement, making her a very good candidate for the (Senior) Account Manager Enterprise Clients role at Upvest with a score of 8 out of 10. | no information | |
| Ingo Schmidt | x1F | Director | Key Account Manager | Projektmanager | Testmanager | Director | Key Account Manager | Projektmanager | Testmanager | Siegburg, North Rhine-Westphalia, Germany | Link | 8 | very high | The candidate, Ingo Schmidt, has a strong background in account management as shown by his current role as Director and Key Account Manager at x1F, responsible for key accounts in the financial sector including DZ BANK and other financial institutions. He has over two decades of experience in banking and financial services with significant involvement in securities and regulatory projects, including Wertpapierabwicklung (securities processing), trade services, regulatory compliance like EMIR, and test management related to trading platforms and settlement systems. His profile fits well with the requirements for a Senior Account Manager managing clients in trade services, brokerage, clearing, and settlement. The score is not a perfect 10 due to less explicit mention of direct involvement with investment APIs or direct trading platform management, but overall, he meets most of the key criteria very strongly. | no information | |
| Catherine Michel-Lefebvre | Swift | Strategic Relationship Manager Global Key Clients | Strategic Relationship Manager Global Key Clients | Frankfurt, Hesse, Germany | Link | 8 | very high | Catherine Michel Lefebvre has extensive experience in account management roles including titles such as Strategic Relationship Manager, Sales Director, Global Business Director, and Senior Account Manager. She has worked in financial services sectors relevant to trading and securities, such as Swift (investment API and trade services), DTCC (clearing and settlement), and Thomson Reuters (financial and risk data services). Her profile shows clear involvement with client relationship management at senior levels and engagement with complex banking and capital markets environments, making her a strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest. | no information | |
| Timmy Hubart | CACEIS | Senior Relationship Manager - Institutional Investors | Senior Relationship Manager - Institutional Investors | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Timmy Hubart has strong and relevant experience for the role of (Senior) Account Manager Enterprise Clients at Upvest. His current role as Senior Relationship Manager - Institutional Investors at CACEIS involves commercial and client satisfaction duties, understanding clients' business needs, and adding value through custodial services which align well with client relationship management. His prior experience as Client Account Manager at Bankhaus Metzler included managing client relations, coordinating with multiple stakeholders, and handling investment products, demonstrating account management expertise. Although specific keywords related directly to 'trade services,' 'settlement,' 'brokerage,' or 'trade processing' are not explicitly detailed, his work in institutional investing and custodian services strongly indicates experience relevant to securities and post-trade services. Overall, his profile fits well with the core requirements for managing enterprise clients in a trading and investment API context, making him a very strong candidate with a score of 8 out of 10. | no information | |
| Nunzio Caputo | ABN AMRO Clearing Bank | Relationship Manager | Relationship Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate Nunzio Caputo is currently a Relationship Manager at ABN AMRO Clearing Bank and previously worked there as an Account Manager. His experience at ABN AMRO Clearing Bank and Deutsche Bank includes roles related to clearing, client service, and account management. This indicates strong relevant experience in account management and post-trade/securities services. The profile shows key terms related to trade services, clearing, and client relationship management aligning well with the requirements. However, the specific mention of 'Investment API' or direct fintech platform experience is not clear. Overall, based on the depth in account management and trade services sectors, the candidate is a strong match for the role, hence a score of 8 out of 10. | not Limited | |
| Finn Kruse | LBBW | Key Account Manager | Key Account Manager | Greater Hamburg Area | Link | 8 | very high | The candidate, Finn Kruse, holds the current position of Key Account Manager at Landesbank Baden-Württemberg (LBBW), reflecting strong account management experience. Previous roles at Commerzbank AG include Senior Relationship Manager for Large Corporates and a role focused on Trade & Commodity Finance, indicating familiarity with trade services, settlement, and securities processing. There is relevant experience in client relationship management and key account oversight in the banking and financial sector, which aligns well with the requirements of managing clients for an investment API service like Upvest. The solid background in capital markets and trade services provides a strong indication of aptness for the role, though the profile does not explicitly mention direct experience with investment APIs, which limits a perfect score. | not Limited | |
| Jana Mitova-Nikolova | BNP Paribas | Senior Account Manager | Senior Account Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate is currently a Senior Account Manager at BNP Paribas Securities Services, a role aligned with client relationship and account management. BNP Paribas is a major player in financial services, including securities services. The titles indicate strong experience in account management. The profile specifically includes Securities Services (Transfer Agent role) suggesting relevant domain expertise in securities operations, trade services, and settlement processes. The combination of client management experience and the relevant industry strongly matches the criteria for the Senior Account Manager role at Upvest dealing with Investment API and trade services. | no information | |
| Valentin Villanueva | The Continental Consulting | Prime Brokerage | Prime Brokerage | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate currently holds the position of Key Account Manager at JFD-Brokers since April 2021, which aligns well with the requirement for account management experience. Additionally, the candidate's involvement in Prime Brokerage at The Continental Consulting since May 2024 strongly indicates experience in trading services and brokerage sectors. The profile summary highlights engagement with regulated trading platforms, automated trading strategies, and risk management, which relate closely to securities, trade services, and investment APIs. While the profile does not explicitly mention all keywords like 'clearing' or 'settlement', the combination of roles and industry focus suggests a strong fit for the Senior Account Manager role focusing on investment API service with trade and settlement services. | not Limited | |
| Maria Raja Toor | BNP Paribas | Account Manager | Account Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | Maria Raja Toor currently holds the position of Account Manager at BNP Paribas, a major financial institution. She has experience progressing from Junior Account Manager to Account Manager, with earlier experience as an intern in Global Custody. Her roles are based in Frankfurt, a financial center, and she works in an environment likely dealing with securities and trade-related services. Although specific keywords like 'Investment API' or explicit mention of trading platform technologies are not stated in the publicly available LinkedIn profile content, her background in account management in a major securities custody environment strongly aligns with the main experience required. Given the close match to account management and trade services, a score of 8 reflects a strong candidate for the (Senior) Account Manager Enterprise Clients role at Upvest. | no information | |
| Heiko Schmidt | DekaBank Deutsche Girozentrale | Delivery Manager | Delivery Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Heiko Schmidt's LinkedIn profile reveals over 20 years of experience in financial services with strong involvement in trading systems, securities processing, settlement, and capital markets. His current roles include Delivery Manager at DekaBank focusing on securities platform replacement and Senior Manager at WEPEX Unternehmensberatung within financial markets. He has project management and business analyst experience specifically tied to securities lifecycle, trade services, settlement, and post-trade processes. The profile includes relevant keywords such as settlement, securities, trade lifecycle, capital markets, and client management roles. While it heavily emphasizes project and delivery management, his senior roles and technical background align well with requirements for an account and client success manager in investment API and trade services context. The fit score is 8 out of 10 due to strong domain expertise and relevant managerial experience, though it is unclear to what extent direct client relationship management is part of his responsibilities. | no information | |
| Steffen Hahn | Union Investment Institutional | Client Relationship Manager | Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | Steffen Hahn is currently a Client Relationship Manager at Union Investment Institutional since May 2006, indicating strong experience in client relationship management and account management. The company is a large enterprise in the investment domain, which likely involves securities and trade services. The role title and company domain suggest relevant experience for handling client accounts and investment-related services. Although the profile summary does not explicitly list keywords like 'trade services,' 'settlement,' or 'securities processing,' the context of his long-term role at an institutional investment firm strongly supports relevant experience in these areas. Therefore, Steffen Hahn is a very good fit for the Senior Account Manager Enterprise Clients role at Upvest with a score of 8 out of 10. | no information | |
| Arne Schwappach | SIX | Senior Sales & Account Manager Germany, Austria & CEE - SIX Financial Information | Senior Sales & Account Manager Germany, Austria & CEE - SIX Financial Information | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate has strong experience in account management with a focus on financial services, specifically in sales and account management roles at companies like SIX Financial Information and Infront ASA. The candidate's roles involve high-quality reference and pricing data, regulatory services, and corporate actions, which are relevant to securities, trade services, and post-trade workflows. Titles such as Senior Sales & Account Manager and Head of Account Management show seniority and responsibility in client relationship management. The summary highlights over 20 years of experience in financial market data and SaaS solutions, aligning well with the Investment API and trading services domain. While direct mentions of brokerage, clearing, and settlement are not explicitly stated, the connection to financial data and capital markets services suggests a good fit for the role at Upvest, warranting a score of 8 out of 10. | no information | |
| Sebastian Niemeyer | SAP Taulia | Gobal Account Manager | Gobal Account Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | Sebastian Niemeyer has extensive experience in account management roles, including 'Global Account Manager' and 'Signature Account Manager' roles at SAP Taulia, a company in the financial services space. His past roles at SWIFT, including 'Senior Account Director' and 'Global Key Client Director,' indicate significant exposure to securities, trade services, and related post-trade processing, which strongly aligns with account management and trade services experience. His roles included managing client relationships and sales within financial and banking operations, indicating a strong fit for managing key accounts and clients for Upvest's Investment API service. The presence at SWIFT, a key player in securities and trade services infrastructure, adds credibility to his relevant experience. Although not explicitly mentioning 'Investment API' or some specific brokerage terms, the strong background in securities and financial trade services, along with client account management, makes him a good fit for the role. Hence, a match score of 8 out of 10 is appropriate. | no information | |
| Dayse Ferreira e Silva | Fidelity Information Services | Gerente de Negócios e Relacionamento com Clientes | Gerente de Negócios e Relacionamento com Clientes | Greater Munich Metropolitan Area | Link | 8 | very high | The candidate, Dayse Ferreira e Silva, currently holds roles as Gerente de Negócios e Relacionamento com Clientes (Business and Client Relationship Manager) at both Fidelity Information Services and Fidelity Processadora e Serviços SA since 1996, indicating extensive experience in client relationship management. Fidelity Information Services is a major player in financial services technology, which likely involves securities, trade services, and settlement processes. While the profile does not explicitly mention keywords like 'Trade Services,' 'Settlement,' or 'Investment API,' the long tenure in client relationship roles within a financial services technology firm strongly suggests relevant experience. The profile aligns well with the requirements for managing enterprise clients in trading and settlement services, making this candidate a strong fit with a score of 8 out of 10. | no information | |
| Raimund Kaufmann | 3E | Enterprise Account Manager | Enterprise Account Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Raimund Kaufmann, has extensive account management experience including roles as Enterprise Account Manager, Account Manager, and Key Account Manager. He has worked in firms providing trade finance and regulatory solutions, such as Surecomp, Accuity, and SIX Financial Information, which are directly related to trade services, securities, and capital markets. Although his current role focuses on EHS data SaaS, his background shows strong relevance in trade services, settlement, brokerage, and securities processing. This makes him a strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest with a score of 8 out of 10. | not Limited | |
| Giovanni Baumer | PIMCO | Account Manager - Executive Vice President | Account Manager - Executive Vice President | Gräfelfing, Bavaria, Germany | Link | 8 | very high | The candidate has extensive experience in account management roles at major financial institutions such as PIMCO and Allianz Global Investors. Their current role as Executive Vice President and Account Manager at PIMCO involves managing institutional clients, including credit institutions and insurance companies, which aligns well with managing enterprise clients. The candidate also has significant experience in investment management and traditional banking, totaling over 25 years. However, there is no explicit detail in the summary or experience stating direct involvement with securities, trade services, brokerage, clearing, or settlement. Given the senior account management experience and financial services background, the candidate is a strong fit, though the lack of explicit keywords related to trading services and securities processing slightly lowers the perfect fit score. | not Limited | |
| Youriy Botev | HSBC | Senior Client Manager Custody & Funds | Senior Client Manager Custody & Funds | Düsseldorf, North Rhine-Westphalia, Germany | Link | 8 | very high | Youriy Botev's current and past roles at HSBC, particularly as Senior Client Manager Custody & Funds, Senior Client Manager, and Client Manager, directly align with the key tasks and experience required for the (Senior) Account Manager Enterprise Clients role at Upvest. The titles and HSBC's business context strongly indicate experience with custody, securities, trade services, and settlement, which fit well with the required expertise in securities processing, trade services, and capital markets. While the exact details of experience with Investment API are not explicitly stated, the custody and client management roles at a major financial institution like HSBC imply relevant knowledge in related areas. Therefore, the candidate is a very good fit with a score of 8 out of 10. | no information | |
| Izzet Nacak | Freedom24 | Senior Relationship Manager | Senior Relationship Manager | Berlin, Berlin, Germany | Link | 8 | very high | The candidate has extensive experience in client relationship management and account management roles, particularly in financial and trading environments. Current position as Senior Relationship Manager at Freedom24 involves client base building, segmentation, and managing long-term client relationships, which aligns well with the account and client success management role at Upvest. Previous roles include managing OTC trading, working with market makers, exchanges, and internal teams, giving practical experience in trade services and settlements. The candidate also has exposure to capital markets, trading platforms, and securities, which are critical for the Upvest role. Keywords related to trade services, settlement, securities, and client management appear strongly in the profile. While not explicitly mentioning 'Investment API' experience, the overall profile fits well within the expected experience for this role. | not Limited | |
| Johann Lee | Standard Chartered | Head Client Management | Head Client Management | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate, Johann Lee, holds the position of Executive Director, Head Client Management at Standard Chartered Bank AG, with extensive experience in client management roles spanning over many years across major banks including Standard Chartered, RBS, and ABN AMRO. His titles such as Head Client Management and Director in Corporate & Institutional Banking strongly indicate his fit for account and client relationship management. Although the exact detailed description of keywords related to trading services, securities, settlement, and related capital markets terms is not explicitly documented in the profile summary, the roles at major banks in corporate and institutional banking likely involve relevant exposure to securities operations, trade services, and related financial services. Therefore, given the high relevance and seniority in client management positions in banking—coupled with the implied involvement in trade and securities operations—he is assessed with a score of 8 out of 10 as a good fit for the Senior Account Manager Enterprise Clients role at Upvest (Investment API FinTech). | no information | |
| Nicole Malla | UBS | Client Account Manager | Client Account Manager | Germany | Link | 8 | very high | Nicole Malla has extensive experience in client relationship management and account management roles, particularly in large financial institutions like UBS and Morgan Stanley. Her current role as Client Account Manager at UBS involves client lifecycle processes, transaction execution, and client communication, which aligns well with the account management and client success responsibilities of the Upvest role. Additionally, her previous roles at Morgan Stanley included oversight of outsourcing of securities business services, service review meetings with corporate clients, and managing service providers, which demonstrate familiarity with securities, trade services, and post-trade processes mentioned in the job requirements. Keywords such as 'Auslagerungsüberwachung von Wertpapiergeschäftsdienstleistungen' (outsourcing supervision of securities business services), transaction processing, client service, and trading platform oversight appear in her experience. Therefore, she is a strong match for the role, scoring 8 out of 10 given the relevance of her background and the high level of experience in both account management and securities-related operations. | no information | |
| Eamon Smyth | State Street | Client Relationship Management - Vice President | Client Relationship Management - Vice President | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Eamon Smyth has extensive experience in client relationship management and account management roles, currently serving as Vice President in Client Relationship Management at State Street. His background includes significant exposure to securities lending, custody, collateral management, and post-trade functions such as trade services and settlement. His roles have involved global client management and project management in securities processing and related fields, which align well with the requirements for an Account Manager at Upvest focusing on trading services, brokerage, clearing, and settlement. The presence of relevant keywords and experience in capital markets and securities operations strongly support his suitability for the role, meriting a high match score. | not Limited | |
| Tayfun Kulaksiz | BNP Paribas Securities Services | Client Service Manager | Client Service Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Tayfun Kulaksiz, is currently a Client Service Manager at BNP Paribas Securities Services, a significant player in the securities services and trade settlement industry. His past experience includes client service in collateral management at State Street, which indicates relevant exposure to financial services and trade processing. The roles suggest he has client relationship management experience and familiarity with trade services and settlement, aligning well with the required skills and keywords such as securities, trade services, settlement, and client management. This makes him a strong fit for the (Senior) Account Manager Enterprise Clients position at Upvest, especially given the focus on trade services and settlement in his current role. | not Limited | |
| Philipp Rothermich | BNY | Director | Client Executive | Collateral Management | Director | Client Executive | Collateral Management | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate has strong experience in client executive roles focused on collateral management, which is closely related to securities processing and trade services. Their roles at BNY and Comyno highlight leadership in collateral and securities finance platforms, indicating relevant technical and client management expertise. Keywords related to securities, trade services, and client relationship management are present, though direct mention of investment APIs is not evident. Overall, the candidate is a very good fit for the Senior Account Manager role in a fintech investment API service focused on trade services and settlement. | no information | |
| Juan Carlos Ochando | CACEIS | Client Relationship Manager - Banks & Broker-Dealers | Client Relationship Manager - Banks & Broker-Dealers | Bavaria, Germany | Link | 8 | very high | Juan Carlos Ochando's profile shows strong relevant experience as a Client Relationship Manager for banks and broker-dealers at CACEIS, a company in the financial services sector. He has held multiple roles there including Business Implementation and Network Management, indicating deep involvement in client-facing and operational aspects. His previous roles at State Street as Senior Client Services Representative and Senior Derivatives Specialist, as well as at Banco Santander in structured derivatives sales, demonstrate robust financial markets background and client management experience. Keywords and areas linked to securities, trade services, settlements, and capital markets are implied via these roles. The profile matches well with the requirements for an Account Manager in trading services and securities processing with a focus on client success management, although explicit mention of Investment API or fintech is less clear. Overall, an 8 out of 10 fit score is appropriate given the strong relevant domain, account management, and client relationship skills. | not Limited | |
| Stefanie Kusch | FNZ (ehemals ebase) | Key Account Managerin | Key Account Managerin | Greater Munich Metropolitan Area | Link | 8 | very high | The candidate, Stefanie Kusch, is currently a Key Account Manager at FNZ Bank SE (formerly ebase), which is a leading B2B direct bank in Germany. She has been handling key account management in the investment and corporate client segments since 2011, indicating strong experience in account and client relationship management. The candidate specifically works in the financial services sector with a focus on investment-related services, which aligns well with the requirements for managing clients of an investment API service with trade services and settlement. Though the profile does not explicitly mention all keywords like 'settlement' or 'trade services,' the roles and industry strongly imply relevant experience in securities processing and brokerage-related functions. Therefore, the candidate scores an 8 out of 10 for fit, with strong account management skills and relevant industry expertise. | no information | |
| Danica Manzano | LSEG (London Stock Exchange Group) | Customer Success- Trading, Equities and FIXED INCOME | Customer Success- Trading, Equities and FIXED INCOME | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate, Danica Manzano, holds a current role as Customer Success for Trading, Equities, and Fixed Income at LSEG (London Stock Exchange Group), a company deeply involved in capital markets and trading services. Prior roles include an EFX Trade Specialist and client service positions, demonstrating relevant experience in trade services and client relationship management. The profile shows strong alignment with keywords like trading, securities, trade services, and client management. This matches well with the Senior Account Manager Requirements for Upvest, especially in handling investment API services related to trade and settlement. The score is not a perfect 10 as there is no explicit mention of direct experience with brokerage, clearing, or settlement in the summary, although related skills and environment are strongly implied. | no information | |
| Johannes Lahner | State Street Investment Management | Account Executive - Germany & Austria Institutional Asset Management Sales | Account Executive - Germany & Austria Institutional Asset Management Sales | Munich, Bavaria, Germany | Link | 8 | very high | Johannes Lahner has strong relevant experience for the role. He is currently an Account Executive managing client relationships at State Street Investment Management, focusing on institutional asset management sales. Previously, he served as Senior Relationship Manager at CACEIS, directly handling custody, clearing, settlement, and depositary services for international banks and broker-dealers, which aligns very well with the required securities and trade services experience. His earlier roles at Société Générale Securities Services further add to his operations and client service expertise in the securities domain. His profile demonstrates strong account management skills combined with deep knowledge of post-trade services and securities processing, making him a very good fit for the Senior Account Manager Enterprise Clients role at Upvest. | not Limited | |
| Céline Combemorel | DZB BANK GmbH | Client Relationship Manager | Client Relationship Manager | Germany | Link | 8 | very high | The candidate, Céline Combemorel, currently works as a Client Relationship Manager at DZB BANK GmbH, which aligns well with the account management experience required. She has a strong history in banking roles involving securities services, trade finance, and corporate banking at reputable financial institutions such as HSBC and Deutsche Bank. Her roles include experience in 'Securities Services, Sales & Relationship Management' and 'Global Trade & Receivables Finance, Business Development & Key Account Management,' which directly relate to trading services, settlement, brokerage, and securities operations. These experiences indicate a strong fit for managing enterprise clients for Upvest's Investment API service focused on trade services and settlements. Given the relevance of her job titles, sectors, and keywords in her career, she rates an 8 out of 10 for this role fit. | no information | |
| Astrid Gross | Huddlestock | Key-Account-Managerin | Key-Account-Managerin | Munich, Bavaria, Germany | Link | 8 | very high | The candidate, Astrid Gross, has extensive experience in account management roles, including Key Account Manager and Team Lead Client Success in brokerage teams, which aligns well with the requirement for account management experience. She worked at Scalable Capital as Team Lead Client Success Brokerage Team, indicating significant exposure to brokerage and trade services. Her previous roles at BNP Paribas and HypoVereinsbank involved leadership in customer service and trading teams, showing familiarity with securities, trading platforms, and potentially settlement processes. The profile includes relevant keywords such as brokerage, trading, client success management, and customer service in financial institutions. While the profile does not explicitly mention 'Investment API' or detailed technical terms like 'Wertpapierabwicklung' or 'clearing,' her roles strongly suggest relevant experience in securities operations and trade services within capital markets contexts. Overall, she is a very strong fit for the (Senior) Account Manager Enterprise Clients position at Upvest. | no information | |
| John Christopher | Standard Chartered Bank AG | Operational Client Relationship Manager | Operational Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 8 | very high | The candidate currently holds the position of Operational Client Relationship Manager at Standard Chartered Bank AG, which indicates relevant account management experience. Their responsibilities include managing Rates and Credits Middle office, trade validations, rate fixing, and people management. Prior roles show involvement with transaction reporting, trade reconciliation, securities and equity derivatives trade support, and settlement processes. The profile mentions experience with securities, trade services, settlement, FCA transaction rejection monitoring, and regulatory compliance. This aligns strongly with the requirements of client relationship management and knowledge of trade services, settlement, and securities processing needed for the (Senior) Account Manager Enterprise Clients role at Upvest. The candidate's background with handling securities operations, post-trade processing, and client servicing in major financial institutions supports a high fit score of 8 out of 10. | no information | |
| Astrid Euler | BNP Paribas Securities Services | Senior Relationship Manager | Senior Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | The candidate is currently a Senior Relationship Manager at BNP Paribas Securities Services since June 2018, which aligns well with account and client management experience. The role involves relationship management for asset owners, asset managers, alternative asset managers, and financial institutions, reflecting strong client management capabilities. The company and role are within securities services, which matches the requirement for experience with securities, trade services, settlement, and related capital markets activities. Keywords such as 'Depotbankgeschäft' (custodian bank business) and relationship management in the securities field indicate a strong fit with Upvest's needs for managing investment API services involving trade services and settlement. Given the seniority, domain expertise, and direct relevance to securities and client relationship management, the candidate scores 8 out of 10 for the role. | no information | |
| Fanny Koenig | Barings | Client Services Manager for the DACH Region - Associate Director, Global Client Group | Client Services Manager for the DACH Region - Associate Director, Global Client Group | Frankfurt Rhine-Main Metropolitan Area | Link | 8 | very high | Fanny Koenig has nearly 20 years of finance industry experience with a strong operational background and senior client service management roles. She is currently a Client Services Manager for the DACH Region with Barings. Her experience includes coordinating client service for significant portfolios at BNY Mellon and Credit Suisse, with responsibilities related to client relationship management, asset management, and operational client management. She has exposure to regulatory requirements, settlements, corporate actions, and securities processing (UCITS, AIF, SWIFT). Keywords and tasks related to trade services, settlements, client account management, and securities operations strongly align with the job requirements. Although her experience is not explicitly in brokerage or trading platform roles, her comprehensive client management and securities processing background make her a strong fit for the (Senior) Account Manager role at Upvest. Hence, a score of 8 out of 10 is appropriate. | not Limited | |
| Christine Perk | HSBC | Client Manager Global Trade and Receivables Finance | Client Manager Global Trade and Receivables Finance | Ratingen, North Rhine-Westphalia, Germany | Link | 8 | very high | Christine Perk has significant experience as a Client Manager and Key Account Manager at HSBC, spanning roles related to global trade and receivables finance. She holds titles such as Client Manager Global Trade and Receivables Finance and Key-Account-Managerin, which align well with client relationship and account management responsibilities. Her roles are in HSBC's transaction and trade services area, indicating exposure to trade services, which is crucial for the Upvest role. However, explicit mention of securities processing, brokerage, clearing, and settlement details is not directly visible, but given HSBC's domain and Christine's focus on trade and receivables finance, it is very likely she has relevant experience in these areas. Overall, she fits well but may not be a perfect match if strict brokerage or direct post-trade settlement experience is a must. | not Limited | |
| Daniela Maria Fuchs | KGAL GmbH & Co. KG (KGAL) | Senior Client Manager Institutional Business | Senior Client Manager Institutional Business | Munich, Bavaria, Germany | Link | 7 | high | The candidate, Daniela Maria Fuchs, has extensive experience as a senior client manager and institutional client relationship manager in the financial sector, with a focus on real assets and institutional business. She has worked in roles involving capital markets, fixed income sales, brokerage, and investment supervision, including regulatory experience (BaFin). While her recent roles emphasize client management and institutional business, there are relevant keywords and experience related to securities, trade services, settlement, and brokerage, such as fixed income global brokerage, capital markets trading, and investment supervision. Although the profile does not explicitly mention all keywords like 'Investment API' or detailed post-trade settlement services, the broad range of relevant capital markets, brokerage, and institutional client relationship experience makes her a strong potential fit for the Senior Account Manager role at Upvest, particularly for enterprise clients requiring trade and settlement knowledge. | not Limited | |
| Julia Wulfram | FIS | Senior Key Account Manager | Senior Key Account Manager | Frankfurt, Hesse, Germany | Link | 7 | high | Julia Wulfram's profile shows strong relevant experience as Senior Key Account Manager at FIS and previous sales and relationship management roles at Worldline and Commerzbank. She has extensive experience managing key accounts, relating to banking, international transactions, payments services, and trade finance. While direct keywords related to securities, brokerage, settlement, or investment APIs are not explicitly mentioned in her current roles, her expertise in trade finance and international payments aligns well with parts of the job requirements. She also demonstrates strong client relationship management skills and experience with financial institutions, which is essential. Overall, she is a strong fit, but the direct experience in securities processing or investment APIs is less evident, hence a score of 7 out of 10. | not Limited | |
| Stilianos T. | JPMorganChase | Associate Client Account Manager - Treasury Services Large-Cap Corporates | Associate Client Account Manager - Treasury Services Large-Cap Corporates | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate Stilianos Tononidis has substantial experience as a Client Account Manager with a focus on corporate and investment banking. His current and past roles involve managing client relationships in treasury and cash management services for large-cap and DAX-segment corporates, which aligns well with account management responsibilities. He has experience with transaction services and asset servicing, which is relevant to trade services, settlement, and securities processing. Although the exact keywords like 'Wertpapierabwicklung' or 'Investment API' are not explicitly mentioned, his roles at JPMorgan Chase and UBS, and his involvement in transaction execution and client lifecycle management, indicate relevant experience with capital markets and securities services. Overall, he represents a strong fit with a score of 7 out of 10 for the Senior Account Manager Enterprise Clients role at Upvest. | not Limited | |
| Till Engelhard | Industrial and Commercial Bank of China | Senior Relationship Manager, Corporate and Institutional Banking Department | Senior Relationship Manager, Corporate and Institutional Banking Department | Berlin, Berlin, Germany | Link | 7 | high | The candidate, Till Engelhard, has strong experience in relationship management and account management within corporate and institutional banking, currently serving as Senior Relationship Manager at ICBC in Frankfurt. He manages high-value financial institution portfolios and strategic accounts, which aligns well with the account management requirement. His experience covers capital markets, treasury product sales, clearing services, and correspondent banking accounts development. This includes significant exposure to trade services, settlements, and securities operations, which are critical for the role at Upvest. While his profile emphasizes banking and financial institutions rather than pure FinTech or investment API experience, his background in capital markets and trade processing is highly relevant. Overall, he presents a strong fit for the (Senior) Account Manager role in enterprise clients focused on investment API trade services and settlement at Upvest. | not Limited | |
| Inge Schmelzer | Bank of Beirut (UK) Ltd | Senior Client Relationship Manager | Senior Client Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, Inge Schmelzer, is currently a Senior Client Relationship Manager at Bank of Beirut (UK) Ltd with experience in trade finance deals, client relationship maintenance, and business development focused on trading companies. This aligns well with the client relationship management and account management experience required. However, there is no explicit mention of direct experience with securities processing, settlement, brokerage or investment APIs. The background mainly involves trade finance and structured finance, which suggests partial but relevant domain experience. Given the strong account management skills and involvement with trading companies, the candidate scores a 7 out of 10 for fit with the Senior Account Manager Enterprise Clients role at Upvest. | not Limited | |
| Kai Gnamm | PIMCO | Account Manager | Account Manager | Munich, Bavaria, Germany | Link | 7 | high | The candidate, Kai Gnamm, currently works as an Account Manager at PIMCO, a major asset management firm, with previous roles also focused on account management. This provides relevant client relationship and account management experience. However, there is no explicit mention of direct experience with securities trade services, brokerage, clearing, settlement, investment APIs or similar capital markets technologies in the extracted profile data. The candidate does hold the CFA charter, indicating strong financial knowledge, which supports potential capability in investment services. Given this strong foundation in account management and financial services but missing explicit references to key technical securities and trade services keywords, the candidate is rated 7 out of 10 for fit to the role. | no information | |
| Peter Smolinski | BANTLEON | Senior Relationship Manager | Senior Relationship Manager | Hannover, Lower Saxony, Germany | Link | 7 | high | Peter Smolinski holds the role of Senior Relationship Manager at BANTLEON, a financial services company, and previously held similar senior relationship manager roles, as well as a leadership role in treasury. His experience as a Senior Relationship Manager aligns well with account management. While the profile does not explicitly mention keywords such as 'trade services', 'brokerage', 'clearing', or 'settlement', his longstanding experience in financial institutions likely involves relevant securities, capital markets, and trade-related exposure. Thus, he is a strong candidate with relevant client relationship management experience for the (Senior) Account Manager Enterprise Clients role at Upvest, scoring 7 out of 10 due to some missing explicit mention of trade and post-trade services. | no information | |
| Frank Rudert | M&G | Head of Client Relationship Management DACH | Head of Client Relationship Management DACH | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, currently Head of Client Relationship Management DACH at M&G Investments, has extensive experience in client relationship management and account management roles. Past roles also include Vice President and sales-related positions in asset management and investment companies. However, the profile lacks explicit mention of direct experience with securities processing, trade services, brokerage, clearing, or settlement, which are crucial for the role at Upvest. The candidate's senior account management and client impact experience is strong, but the specific industry keywords and detailed experience related to trade services and settlement are not clearly present. Therefore, the candidate is a good but not perfect fit for the role. | no information | |
| Karen Oestreich | kildeQ | Customer Success Manager for "LiquidityHub" - the global trade finance cloud platform of kildeQ AG | Customer Success Manager for "LiquidityHub" - the global trade finance cloud platform of kildeQ AG | Cologne Bonn Region | Link | 7 | high | Karen Oestreich has over 25 years of experience in financing solutions including factoring, trade finance, and supply chain finance. She currently serves as Customer Success Manager for LiquidityHub, a global trade finance cloud platform, showing experience in client relationship and account management. Her past roles include heading international client relationships and managing client success in financial and factoring services, indicating strong account management skills. However, her experience centers more on factoring, trade finance, and supply chain finance rather than direct securities, brokerage, clearing, and settlement trading services. While she is familiar with trade finance platforms and SaaS solutions, explicit direct experience with securities, brokerage, post-trade, or investment API-related platforms is not evidenced. Overall, Karen fits well on the client relationship and account management front with financial services and trade finance focus, but less so on the specialized securities trading services and investment API side required for the Senior Account Manager role at Upvest. | not Limited | |
| Iris Meyer | Commerzbank AG | Client Relationship Manager | Asset & Investment Management | Client Relationship Manager | Asset & Investment Management | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate Iris Meyer is currently a Client Relationship Manager in Asset Management at Commerzbank AG, indicating relevant client relationship management experience. She has educational background in Economic Sciences and Finance, and prior roles in sales and investment banking contexts. However, there is no explicit mention of direct experience with trading services, brokerage, clearing, settlement, or securities processing. The profile strongly supports account and client management in investment/asset management but lacks clear keywords specific to trade services or securities operations. Therefore, she is a good fit but not a perfect match for the specialized (Senior) Account Manager role focused on trading services and settlement at Upvest. | not Limited | |
| Felix von Lewinski | Landesbank Baden-Württemberg | Executive Director, Financial Institutions & Markets. Head International Inst. Client Management | Executive Director, Financial Institutions & Markets. Head International Inst. Client Management | Stuttgart Region | Link | 7 | high | The profile of Felix von Lewinski shows extensive experience in client management at the Institutional Corporate and Financial Institutions level. His current role as Executive Director and Head of International Institutional Client Management at Landesbank Baden-Württemberg involves coordination of senior management client meetings and advisory roles related to capital transactions and investor communication. He has experience in trade execution strategies and order management in cash equity, which relates to trading services. He also has experience in securities-related activities such as corporate brokerage, equity syndicate, and derivatives regulation projects, which align well with brokerage, clearing, and settlement environments. The profile indicates leadership in strategic projects affecting trade markets and client impact, experience with CRM development, and client database structuring, which fit well with account management responsibilities. Although not explicit about direct hands-on experience with 'Investment API' or very specific settlement processes, his broad finance market product knowledge, client impact roles, and securities and trading background make him a strong candidate for the role. Score 7 reflects a strong match with some potential gaps in explicitly stated experience with Investment API and certain post-trade operations keywords. | not Limited | |
| Susanne Heidke | Deutsche Bank | Client Service Officer | Client Service Officer | Schwerin, Mecklenburg-West Pomerania, Germany | Link | 7 | high | Susanne Heidke is currently a Client Service Officer at Deutsche Bank in Trade Flow Advisory & Services, which aligns well with trade services and securities processing expertise required for the Upvest role. Her past roles include Junior Trade Flow Advisor and Bankkauffrau at Deutsche Bank, implying hands-on experience with trade flows and securities operations. This background is relevant to account management in trade services, though explicit account management titles are not highlighted, the customer service roles suggest client interaction skills. The keywords related to securities, trade flow, and settlement fit well with the job description, making her a strong candidate with a score of 7 out of 10 for the (Senior) Account Manager role at Upvest. | no information | |
| Antje Wykes | CACEIS BANK S. A., Germany Branch | Relationship Manager | Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, currently a Relationship Manager and Head of Client Management Buy-Side at CACEIS BANK S.A., has significant experience in client relationship management. Previous roles such as Vice President - Global Account Manager at J.P. Morgan and Vice President - Global Relationship Management at Moody's Investors Service indicate strong account management skills. While the profile does not explicitly detail experience in trade services, brokerage, clearing & settlement, the candidate's work at financial institutions known for securities and capital markets services suggests a relevant background. Keywords such as relationship manager and account management fit the role well, but more explicit mention of trade services or securities operational experience would be ideal for a higher score. | no information | |
| Philipp K. | Deutsche Bank | Global Relationship Manager | Global Relationship Manager | Essen, North Rhine-Westphalia, Germany | Link | 7 | high | The candidate Philipp Krakau is currently a Global Relationship Manager at Deutsche Bank, a role that aligns well with account management and client relationship management. His career history includes several roles at Deutsche Bank involving client management and corporate finance. However, the profile does not explicitly mention direct experience with trading services, brokerage, clearing, settlement, or the specific keywords related to securities and post-trade processing as listed in the job requirements. Given the strong account management background at a large financial institution, the candidate is a good fit but may lack some specialized experience directly with trade services and securities operations, which is why the score is 7 out of 10. | not Limited | |
| Gabriele Räumer | Deutsche Haftungsdach GmbH | Key-Account-Managerin | Key-Account-Managerin | Germany | Link | 7 | high | Gabriele Räumer has relevant long-term experience in account management roles, including key account manager and team head in financial institutions like Fondsdepot Bank and Deutsche Haftungsdach. She has experience related to client management, an important aspect of the role. However, her profile does not explicitly mention direct experience with trading services, brokerage, clearing, settlement, or investment API platforms, which are critical for the Upvest position. Given her strong background in account management within financial services but lack of explicit securities and trading platform keywords, a score of 7 is appropriate, indicating a good but not perfect fit. | no information | |
| Maurice Tappe | Union Investment | Client Relationship Manager Institutionelle Großkunden | Client Relationship Manager Institutionelle Großkunden | Frankfurt, Hesse, Germany | Link | 7 | high | Maurice Tappe is currently a Client Relationship Manager for Institutional Clients at Union Investment, starting in 2025. His recent past roles include Senior Wertpapierspezialist (Securities Specialist) at Berenberg and Relationship Manager roles at Fidelity International and Deutsche Bank. These roles demonstrate strong experience in client relationship management and exposure to securities and trading services such as Wertpapierabwicklung and capital markets. His background aligns well with the need for account management combined with trade services experience. However, while he clearly has relevant skills and experience, there is no explicit mention of APIs or investment platform exposure, so the match is strong but not perfect. | no information | |
| Andreas Reichgruber | BNY | Senior Client Relationship Manager | Senior Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Andreas Reichgruber, has over ten years of experience in the financial sector and is currently a Senior Client Relationship Manager at BNY Investments. His roles emphasize client relationship management and institutional sales, which aligns well with the account management aspect of the job. However, explicit keywords related to trading services, brokerage, clearing, and settlement are not directly mentioned in the profile summary or job titles. There is a strong indication of client relationship management expertise and experience with investment-related firms, which suggests relevant exposure to capital markets and securities indirectly. Given this, he appears to be a strong candidate but may lack some very specific experience in trading services and post-trade operations, scoring 7 out of 10 for fit. | not Limited | |
| Julia Lagemann | Wellington Management | Vice President, Account Manager, Client Group - EMEA | Vice President, Account Manager, Client Group - EMEA | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Julia Lagemann, is currently Vice President, Account Manager, Client Group at Wellington Management, which shows relevant client management and account management experience. Her role titles suggest substantial client relationship management skills. However, there is no explicit mention of direct experience with trading services, brokerage, clearing, settlement, or securities processing keywords in the visible profile data. The financial sector exposure and senior account management role make her a strong fit, but lack of explicit trade services keywords lowers the fit slightly. | no information | |
| Christina Rasche | Deutsche Bank | Corporate Bank Senior Relationship Manager | Corporate Bank Senior Relationship Manager | Germany | Link | 7 | high | Christina Rasche has extensive experience in corporate banking and relationship management, primarily at Deutsche Bank. Her roles such as Senior Relationship Manager and Corporate and Investment Bank Coverage show strong account management skills. While her profile does not explicitly detail direct experience with trade services, brokerage, clearing, and settlement using the specific keywords listed (e.g., Wertpapierabwicklung, Trade Services, Settlement), her long tenure in corporate and investment banking likely involves relevant knowledge of securities and transaction processing. Hence, she is quite a good fit though not a perfect match given the lack of explicit trade service keywords. | no information | |
| Christina Minga | Universal-Investment | Sales and Relationship Manager | Sales and Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | Christina Minga's profile shows strong experience in client relationship management and sales within the financial and investment sectors. Currently, she is a Sales and Relationship Manager at Universal-Investment, indicating relevant account management experience. Her previous role at State Street involved group leadership in client services and collateral services, working with brokers, custodian banks, client support, margin calls, collateral settlement, and trade-related operations. These roles directly relate to trade services, settlement, and securities processing. Keywords related to the role such as client relationship management, trade services, settlement, collateral services, brokerage, and custodian banks are clearly present. While the profile does not explicitly mention 'Investment API' experience, her background in securities and trade service operations and leadership in client services suggests a solid fit for the position. Therefore, she scores a 7 out of 10 as a good candidate for the Senior Account Manager Enterprise Clients at Upvest. | not Limited | |
| Xiaoliang W. | J.P. Morgan | Client Service Specialist - Wealth Management | Client Service Specialist - Wealth Management | Germany | Link | 7 | high | The candidate has relevant experience as a Client Service Specialist at J.P. Morgan with a background in wealth management and client servicing. Prior roles include Market Supervisor at Deutsche Börse, where the candidate engaged in monitoring trading activity, processing volatility interruptions, and determining settlement prices, indicating strong exposure to trading services and settlement. Experience at China Construction Bank involved FX and securities transaction processing and payment operations, which aligns well with securities processing and trade services. Additionally, previous roles involve client relationship and account management components. Overall, the candidate demonstrates substantial relevant experience in client servicing within trading and settlement environments, making them a good fit for the Senior Account Manager Enterprise Clients role at Upvest with a score of 7 out of 10. | no information | |
| Carmen Loos | LSEG – (London Stock Exchange Group) | Customer Success Manager | Customer Success Manager | Germany | Link | 7 | high | Carmen Loos has current experience as a Customer Success Manager at LSEG (London Stock Exchange Group) and previously held roles at Refinitiv and Thomson Reuters, which are major financial data and trading service providers. Her experience includes client relationship management and success management in companies specializing in trading platforms, investment platforms, and financial markets data. Although there is no explicit mention of securities trade services, brokerage, clearing, and settlement in the profile summary, her work in customer success at LSEG and Refinitiv strongly suggests familiarity with capital markets and trading services. This makes her a good fit for the (Senior) Account Manager Enterprise Clients role at Upvest, especially for the required client management and trade services knowledge. | no information | |
| Bianca Barth | UniCredit | Senior Client Relationship Manager | Senior Client Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate Bianca Barth has significant experience as a Senior Client Relationship Manager and Senior Relationship Manager for corporate clients, handling large accounts with turnover over €500 million. She has experience managing transaction processes involving investment banking and corporate clients, which indicates strong account management skills. However, the profile does not explicitly mention direct experience with trading services, brokerage, clearing, or settlement processes, which are important for this role. The presence of senior client and relationship management roles in major financial institutions like UniCredit and Commerzbank suggests potential familiarity with capital markets and securities, but there is no clear or specific mention of keywords such as "Wertpapierabwicklung," "Trade Services," or "Settlement." Therefore, she is a good fit for the account management part, but less certain for the trading and settlement specific requirements, scoring 7 out of 10. | no information | |
| Thamiran Yohageethan | London Stock Exchange | Relationship Manager - OTC Contributions | Relationship Manager - OTC Contributions | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate is currently a Relationship Manager at London Stock Exchange with responsibilities including client management focused on OTC Contributions in Germany and Switzerland. The role involves maintaining high data quality, regulatory compliance (EMIR & MiFID II), and practical solutions for complex processes, which aligns with client relationship and impact management experience. Previous experience includes consultancy in securities and account management at GENO Broker, indicating relevant background in securities and trade services. However, direct explicit mentions of trading, brokerage, clearing, and settlement keywords are limited but the banking operations and securities management experience strongly suggest relevant domain knowledge. Overall, this candidate is a strong match, scoring 7 out of 10 for the (Senior) Account Manager Enterprise Clients role at Upvest with Investment API FinTech focus. | no information | |
| Monique Mey | LBBW Asset Management Investmentgesellschaft mbH | Senior Client Relationship Manager | Senior Client Relationship Manager | Stuttgart, Baden-Württemberg, Germany | Link | 7 | high | The candidate Monique Mey is currently a Senior Client Relationship Manager at LBBW Asset Management Investmentgesellschaft mbH, responsible for advising and managing clients including Sparkassen and S-Verbund partners with specialized fund investments. This role indicates strong client relationship management experience. However, there is no explicit mention of trading services, brokerage, clearing, settlement, or the specific keywords like 'Wertpapierabwicklung', 'trade services', 'securities operations', or 'investment API' in the available profile overview. The experience is relevant in account management and client relationship but lacks direct stated experience in securities trade services or settlement processes. Hence, the candidate is a good fit primarily for account management aspects but does not fully meet the specialized trading services criteria. A score of 7 reflects this partial match with a strong account management background but limited direct securities trading services indication. | not Limited | |
| Birgitta Kobold | FGTC Investment, ehemals Do Investment | Senior Relationship Manager | Senior Relationship Manager | Greater Munich Metropolitan Area | Link | 7 | high | Birgitta Kobold is currently a Senior Relationship Manager at FGTC Investment since July 2019, with prior experience as a Relationship Manager at Deutsche Bank AG and Department Director at HVB. She has strong and relevant account management experience. Although the profile does not explicitly mention keywords such as 'trade services', 'brokerage', 'clearing', 'settlement', or 'Investment API', her longstanding experience in investment-related roles and banking institutions suggests familiarity with securities and capital markets topics. Given the available data, she is a good fit but might lack direct explicit experience in some specific technical areas mentioned. | no information | |
| Gianna Ruddeck-Burkhardt | BNP Paribas Asset Management | Senior Client Relationship Manager | Senior Client Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Gianna Ruddeck Burkhardt currently holds the position of Senior Client Relationship Manager at BNP Paribas Asset Management, a role indicating substantial experience in client relationship management which closely aligns with the key responsibilities for the (Senior) Account Manager role at Upvest. Her past roles at significant financial institutions like BNP Paribas, Credit Suisse, and Barclays Investment Bank, paired with titles like Fixed Income Sales and Fund Linked Derivatives, suggest strong exposure to capital markets and related financial services. However, there is no explicit mention of trade services, brokerage, clearing, or settlement experience in the available data, which are crucial for the Upvest role. Given this, she appears to be a strong candidate with relevant account management and financial services experience, but without clear evidence of specific trading services or settlement expertise, she scores a 7 out of 10 as a potential fit. | no information | |
| Julian Gebken | Fisher Investments | Senior Account Manager | Senior Account Manager | Frankfurt, Hesse, Germany | Link | 7 | high | Julian Gebken is currently a Senior Account Manager at Fisher Investments GmbH, indicating relevant account management experience. His prior roles include investment counseling and wealth management at a bank, which relates to client-facing financial services. However, there is no explicit mention of key terms directly related to trading services, brokerage, clearing & settlement, or securities processing in the available profile data. Therefore, he has strong client management experience in financial services but lacks clear direct experience in trade services and settlement relevant to the Upvest Investment API service. | no information | |
| Nicolai Leski | Globalance Invest GmbH | Senior Client Relationship Manager | Senior Client Relationship Manager | Munich, Bavaria, Germany | Link | 7 | high | The candidate, Nicolai Leski, has strong experience as a Senior Client Relationship Manager and Client Relationship Manager, which aligns well with the account management and client success requirements. He has held roles at financial services companies including Globalance Invest GmbH and Bankhaus Metzler, where he managed client relationships and portfolios. However, explicit keywords related to trade services, securities processing, brokerage, clearing, and settlement are not directly mentioned in the profile summary. Despite that, the financial and investment roles imply relevant exposure to these areas. Overall, he appears to be a good fit with some relevant experience but may lack explicit direct experience with the specific trading and settlement services emphasized. | no information | |
| Dieter W. Hitzel | Deutsche Börse | Senior Sales Relationship Manager - Eurex Global Derivatives Markets Trading | Senior Sales Relationship Manager - Eurex Global Derivatives Markets Trading | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate has extensive experience at Deutsche Börse, including roles such as Senior Sales Relationship Manager focusing on Global Derivatives Markets Trading, Institutional Equity, and Business Development at XETRA. These roles strongly indicate experience with securities, trade services, trading platforms, and capital markets. The candidate also has key account management and client relationship management experience in a financial services context, aligning well with the required skills. However, there is no explicit mention of settlement, clearing, or Investment API experience, which slightly lowers the perfect fit score. | no information | |
| Roland Küsgens | Bethmann Bank AG | Stellvertretender Direktor, Senior Relationship-manager | Stellvertretender Direktor, Senior Relationship-manager | Ingolstadt, Bavaria, Germany | Link | 7 | high | Roland Küsgens currently serves as Stellvertretender Direktor, Senior Relationship-manager at Bethmann Bank AG, a role suggesting strong client relationship and key account management experience. His past role at Deutsche Bank AG in Fixed Income Sales indicates familiarity with securities and trading services. Although exact keywords like 'Investment API' or 'trade services' were not explicitly found, his banking and senior client management experience at reputable financial institutions aligns well with the requirements for managing enterprise clients in investment and trading services contexts. Therefore, he is a strong candidate but not a perfect match due to some missing explicit keywords and details about investment APIs or post-trade processing. | no information | |
| Matthias Schild | Ampega | Senior Client Relationship Manager | Senior Client Relationship Manager | Willich, North Rhine-Westphalia, Germany | Link | 7 | high | The candidate is a Senior Client Relationship Manager at Ampega Asset Management, which aligns well with account management experience required. However, there is no explicit mention of experience with trade services, brokerage, clearing & settlement, or the specific securities-related keywords in the profile information available. The experience is primarily focused on client relationship management in asset management, which is relevant but somewhat limited in direct trade services or investment API context. Hence, a score of 7 reflecting strong account management but less clear direct trading services and settlement experience. | no information | |
| Kerstin Höldin | Commerzbank AG | Corporate Client - Product Business Management | Corporate Client - Product Business Management | Frankfurt, Hesse, Germany | Link | 7 | high | Kerstin Höldin has extensive experience in corporate client management and product business management at Commerzbank AG, including a long tenure in roles related to short-term product sales for corporate clients and trade support at Dresdner Kleinwort. Her experience includes securities operations and settlement, which aligns well with the required trading services and settlement expertise for the Upvest role. While her latest roles emphasize client and product management, the significant background in equity securities and trade support indicates a strong fit for the account management and post-trade service aspects of the position. However, there is no explicit mention of direct experience with Investment APIs or brokerage services, which prevents a perfect score but still makes her a strong candidate. | no information | |
| Paul Rupprich | Union Investment | Manager Kundenbeziehungen | Manager Kundenbeziehungen | Frankfurt, Hesse, Germany | Link | 7 | high | Paul Rupprich is currently titled Manager Kundenbeziehungen (Account/Client Relationship Manager) at Union Investment, a sizable investment company. This role strongly aligns with the required experience in client relationship and account management. Although the precise detailed description of his responsibilities is not available, the company domain and position title suggest relevant exposure to investment services. Given the company type, experience with capital markets, securities, and trade services is plausible. Overall, Paul shows a strong fit for the Account Manager role at Upvest with significant relevant experience, although exact keywords related to trade services and settlement could not be confirmed explicitly from the profile data retrieved. | no information | |
| Yasmin S. | Columbia Threadneedle Investments | Client Relationship Manager | Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Yasmin Schaab, currently works as a Client Relationship Manager at Columbia Threadneedle Investments, which aligns well with the account management experience required. The profile shows experience in banking, consulting, and asset management, which are close to financial services and investment sectors relevant to the role. However, there are no explicit keywords or detailed indications of direct experience in securities, trade services, brokerage, clearing, or settlement mentioned in the available data. Given the strong client relationship and financial background, this candidate scores a 7 out of 10 as a potential fit but may require further validation of specific knowledge in trade services and securities processing. | not Limited | |
| Stephanie Kallweit | Commerzbank AG | Relationship Manager Financial Institutions Latin America | Relationship Manager Financial Institutions Latin America | Frankfurt, Hesse, Germany | Link | 7 | high | Stephanie Kallweit has substantial experience in relationship and account management roles, including titles such as Relationship Manager and Structured Trade & Commodity Finance. She has worked in financial institutions with a focus on trade finance, cross-border custody customer service, and related banking transactions. However, while her experience touches on trade finance and structured trade, there is no explicit mention of direct experience with securities processing, investment APIs, or capital markets platforms specifically linked to brokerage, clearing, or settlement operations. This makes her a strong candidate with relevant skills but not a perfect match for all specific requirements of the Senior Account Manager Enterprise Clients role at Upvest. | not Limited | |
| Igor Lange | Union Investment Institutional | Client Relationship Manager Institutionelle Kunden | Client Relationship Manager Institutionelle Kunden | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Igor Lange, currently works as a Client Relationship Manager at Union Investment Institutional and has experience with institutional clients. His roles include client service and relationship management which aligns well with account management tasks. However, there is no explicit mention of direct trading services, brokerage, clearing, or settlement experience in the profile. The investment and client management experience in a financial institution context is present, which is relevant. Due to lack of explicit keywords related to trade services and settlement in his current profile but strong client management background within investment funds, the score is a 7 out of 10 for fit to the Senior Account Manager Enterprise Clients role at Upvest. | no information | |
| Stefan Benner | State Street Bank International GmbH | KVG Relationship Manager | KVG Relationship Manager | Bavaria, Germany | Link | 7 | high | The candidate, Stefan Benner, currently holds the position of KVG Relationship Manager at State Street Bank International GmbH since November 2005. He is identified as a Client Relationship Manager. This role aligns well with the account management experience required. Although the detailed summary and specific keywords related to securities, trade services, settlement, brokerage, clearing, and investment API are not explicitly mentioned in the extracted data, the long tenure at a financial institution like State Street Bank International and the role title suggest relevant experience in client relationship management within a financial/trading context. Therefore, he is a good potential fit for the Senior Account Manager Enterprise Clients role at Upvest with a score of 7 out of 10. | no information | |
| Jens Nosber | Ampega | Head of Client Relationship Management | Head of Client Relationship Management | Cologne, North Rhine-Westphalia, Germany | Link | 7 | high | Jens Nosber has extensive experience in client relationship management, serving in roles such as Head of Client Relationship Management and Senior Manager. His recent roles are focused on client relationship management and investment reporting at Ampega, a financial company. However, there is no explicit mention of direct experience with trading services, brokerage, clearing & settlement, or securities processing in the extracted data. While he demonstrates strong account management skills and some investment-related experience, the lack of explicit mention of trade services and settlement reduces the fit score slightly. Overall, Jens is a good candidate but not a perfect match. | no information | |
| Farid Toor | BNP Paribas - Securities Services | Account-Manager GC Settlement | Account-Manager GC Settlement | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, Farid Toor, currently holds the position of 'Account-Manager GC Settlement' at BNP Paribas - Securities Services, which directly aligns with the core requirements of the role involving account management and securities/trade services. This role suggests experience in settlement and securities services, key areas for the Upvest role. The candidate also has a background in client-facing roles and business administration, confirming relevant account management skills. However, the profile does not explicitly list all desired keywords such as 'Investment API' or 'brokerage' but the strong match in securities services, settlement, and account management warrants a high fit score. | no information | |
| Maxim Marchenko | First Ukrainian International Bank | Senior Relationship Manager | Senior Relationship Manager | Berlin, Berlin, Germany | Link | 7 | high | The candidate, Maksym Marchenko, has extensive experience as a Senior Relationship Manager and Independent Banking Consultant with over 20 years in transaction banking, managing client relationships, and partnerships with Tier-1 global institutions. His profile shows strong expertise in securities markets, trade services, settlement processes, and regulatory compliance (AML/KYC). He has managed client migration during bank mergers and executed entry into international securities markets, aligning with the key experience desired for the role. While the profile does not explicitly mention titles like Account Manager, his Senior Relationship Manager role and responsibilities match well with account and client success management in a financial/banking context. The keywords related to securities processing, trade services, settlement, and clearing are well reflected in his experience. Given this, he is a good fit for the (Senior) Account Manager Enterprise Clients role at Upvest, scoring a 7 out of 10 due to strong relevant skills and experience but slightly less explicit account management titling. | not Limited | |
| Anastasia Kozina | ABN AMRO Bank N.V. | Senior Relationship Banker | Senior Relationship Banker | Karlsruhe, Baden-Württemberg, Germany | Link | 7 | high | Anastasia Kozina has extensive experience in account management and relationship management, currently holding senior and relationship banker roles at ABN AMRO Bank, which is a significant financial institution. Her past roles include Relationship Manager and Channel Account Manager with enterprise clients, indicating strong client relationship skills. However, there is no explicit mention of direct experience in trading services, brokerage, clearing, settlement, or securities processing in the profile data extracted. While her financial services background might give her related knowledge, the exact keywords and specializations related to trade services and post-trade processes are not clearly indicated. Therefore, she is a strong candidate for Client Relationship Management but without confirmed direct trade services expertise, given a score of 7 out of 10. | not Limited | |
| Jil Möglich | Deutsche Bank | Client Service Analyst - Trade Flow Advisory & Services | Client Service Analyst - Trade Flow Advisory & Services | Berlin, Berlin, Germany | Link | 7 | high | The candidate, currently a Client Service Analyst at Deutsche Bank in Trade Flow Advisory & Services, has relevant experience including client contact for corporate customers, responsibility in transaction processing, and compliance in trade flow products. This aligns well with account management and trade/settlement services experience. However, the role is at an analyst level and the candidate's experience appears emerging rather than senior or deeply entrenched in securities processing or brokerage, which slightly limits the fit for a Senior Account Manager role at Upvest. The relevant keywords and sectors are quite present though, making this a strong but not perfect match. | no information | |
| Citlali Martin | FIS | Client and Professional Service Manager, Central Europe | Client and Professional Service Manager, Central Europe | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate has significant experience at FIS, a major financial services technology company, with roles including Client Experience Director Americas and Client and Professional Service Manager for Central Europe. These roles imply strong client relationship management and account management skills. However, while the profile indicates experience in client-facing and service roles within a financial technology environment, there is no explicit mention of specific experience with trading services, brokerage, clearing & settlement, or securities processing. Given the context of the role at Upvest, which specifically requires experience in trade services, settlement, and securities operations, the candidate's experience is relevant but not a perfect match. Therefore, a score of 7 reflects strong client management capabilities with likely exposure to related financial services, but not fully confirming all the niche specifics in trade services and securities processing. | no information | |
| Alexander Fiene | Nomura Asset Management | Relationship Manager Wholesale Business | Relationship Manager Wholesale Business | Hannover, Lower Saxony, Germany | Link | 7 | high | Alexander Fiene's profile shows strong experience in relationship management roles within asset management and financial services, which aligns with the account management aspect of the role. His current position as Relationship Manager Wholesale Business at Nomura Asset Management and past roles at financial institutions like Bantleon suggest relevant client relationship management experience. However, the profile does not explicitly mention detailed experience with securities trade services, brokerage, clearing, settlement or specific keywords such as 'Wertpapierabwicklung' or 'Trade Services.' Despite this, his background in asset management and investment finance, along with relevant certifications and education, indicates he likely has exposure to related capital market services and investment platforms. Therefore, he is a good potential fit but not a perfect match given the limited explicit detail on securities operations and trade services. | not Limited | |
| Philipp Kramer | Union Investment Institutional | Senior Client Relationship Manager | Senior Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | Philipp Kramer is currently a Senior Client Relationship Manager at Union Investment Institutional, a major company in the investment sector. His experience in client relationship management aligns well with the account management requirements for the role. Given that Union Investment deals with investment and capital markets, it is likely he has relevant exposure to securities, trade services, and settlement processes. However, the profile does not explicitly mention keywords such as 'Investment API', 'trade services', 'brokerage', 'clearing', or 'settlement', which are critical for the Upvest role. Therefore, while the core client management experience is strong, the direct experience with specific trading services and technical platforms is not fully confirmed from the profile data. This results in a high confidence but not a perfect match score of 7 out of 10. | no information | |
| Anastasia Grehl | Deutsche Bank | Client Relationship Manager | Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | Anastasia Grehl has relevant experience as a Client Relationship Manager at Deutsche Bank with focus on Trust and Agency Services for corporate clients across Germany, Austria, and Switzerland. Her past roles include portfolio management, corporate finance consulting, and relationship management in investment and corporate banking. While her profile does not explicitly mention trading services, brokerage, clearing, or settlement, her exposure to financial services and client management in banking and capital markets contexts suggests a strong potential fit for the Account Manager role at Upvest. She has significant experience managing client relationships and a background in securities-related services through her banking roles, which aligns well with account management and trade services aspects of the position. | no information | |
| Thomas Kössler | FNZ (ehemals ebase) | Key-Account-Manager | Key-Account-Manager | Germany | Link | 7 | high | The candidate, Thomas Kössler, currently works as a Key Account Manager at FNZ Bank SE (formerly ebase), focusing on institutional pension solutions, sales, and client management at the corporate level. His experience includes acquisition, consulting, and strategic management of institutional clients including fiduciaries, administrators, banks, and asset managers, which aligns well with account management aspects of the role. Previously, he worked in operations handling commission trading, collaborating closely with clearing entities, and managing investment services. This includes exposure to trade processing and securities operations, which are relevant to the trading services and settlement responsibilities of the role at Upvest. While his LinkedIn profile does not explicitly detail extensive direct experience with an Investment API or brokerage-specific platforms, his background in institutional sales, client impact, and operational roles in securities and trade services indicates a strong potential fit with score 7 out of 10. | no information | |
| Michael Meyerer | LSEG – (London Stock Exchange Group) | Senior Customer Success Manager Data Platform Feeds Cloud | Senior Customer Success Manager Data Platform Feeds Cloud | Frankfurt, Hesse, Germany | Link | 7 | high | Michael Meyerer's profile shows extensive experience in customer success and account management roles within the financial data, market data, and analytics sectors at LSEG (London Stock Exchange Group) and Refinitiv. His roles include Senior Customer Success Manager and Senior Technical Account Manager, indicating strong client relationship management skills. While his profile focuses primarily on data platform feeds, cloud, and financial information services rather than explicit direct experience in securities processing, trade services, brokerage, clearing, or settlement, his work at major financial institutions likely involves exposure to related capital markets and investment platforms. He demonstrates relevant skills in managing enterprise and financial professional clients, which aligns well with the account management and client success aspects of the Upvest role. The lack of explicit keywords like "Wertpapierabwicklung," "settlement," or "clearing" in the profile lowers the perfect-fit score but overall, he has a strong background in financial services and client management that makes him a good candidate for consideration. | no information | |
| Sajad Hafezi | ODDO BHF Bank | Executive Director - Senior Relationship Manager Corporate & Investment Banking | Executive Director - Senior Relationship Manager Corporate & Investment Banking | Frankfurt, Hesse, Germany | Link | 7 | high | Sajad Hafezi has extensive experience in corporate and investment banking, including roles focused on global transaction banking, trade finance, and cash management. His current and past job titles include 'Senior Relationship Manager Corporate & Investment Banking' and 'Vice President Global Transaction Banking,' showing strong account and client management skills. However, there are no explicit mentions of direct experience with securities processing, brokerage, clearing, or settlement services, nor investment APIs. While his experience in trade finance and transaction banking is relevant, it does not fully cover all the specialized trade services and securities operations required for the Upvest role. Thus, he is a strong candidate but not a perfect match, leading to a score of 7. | not Limited | |
| Tiffi Rodrigo | China Securities (International) Finance Holding Company Limited | Account-Manager | Account-Manager | Berlin, Germany | Link | 7 | high | The candidate holds the title 'Account-Manager' at China Securities (International) Finance Holding Company Limited, which aligns well with the required account management experience. Working at a securities-related company suggests potential familiarity with trade services, brokerage, and settlement processes. However, the specific keywords such as 'Wertpapierabwicklung', 'Trade Services', 'Settlement', 'Investment API', etc., are not explicitly mentioned in the profile summary or titles, limiting the ability to confirm depth of expertise in trading services and post-trade operations. Therefore, the candidate is a strong match for the account management aspect but slightly less clear for the detailed trading service experience required. | no information | |
| Stefan Hansen | Julius Baer | Relationship Manager | Relationship Manager | Greater Munich Metropolitan Area | Link | 7 | high | The candidate, Stefan Hansen, has extensive experience as a Relationship Manager at Julius Baer since 2009, and prior roles in senior relationship management at UBS Deutschland and portfolio management at Hauck & Aufhäuser Privatbankiers. These roles indicate strong account management experience. However, the profile does not explicitly mention direct experience with trading services, brokerage, clearing, settlement, or the exact securities-related keywords specified (e.g., 'Wertpapierabwicklung', 'Trade Services', 'Investment API'). Given his deep involvement in client relationship management within financial institutions likely dealing with investments and trading, he could be a strong fit but not a perfect match without clearer evidence of the specialized trading and settlement experience. | no information | |
| Malina Solomon | European Energy Exchange AG | Head of IT Client & Demand Management | Branch Manager EEX Prague | AI Enablement Lead | Head of IT Client & Demand Management | Branch Manager EEX Prague | AI Enablement Lead | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, Malina Solomon, has extensive experience in client management and leadership roles in companies related to trading and securities, such as European Energy Exchange AG and Deutsche Börse. Her titles like Head of IT Client & Demand Management and Head of Energy Client Management indicate strong account management experience. She also has a background in project management related to clearing and cross markets strategies at Eurex, which aligns well with trade services, clearing, and settlement aspects. However, the profile does not explicitly mention experience with Investment API platforms, but the strong securities and trading services background makes her a very good fit for the role at Upvest. | no information | |
| Laura Moser | Union Investment Institutional | Client Relationship Managerin | Client Relationship Managerin | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Laura Moser, is currently a Client Relationship Manager at Union Investment Institutional since August 2022, with previous experience there including working student and intern roles focused on account management and institutional client sales. The role and company suggest exposure to client relationship management in the investment field. However, explicit experience with trade services, brokerage, clearing, and settlement or direct keywords such as securities processing or investment API is not clearly stated in the available profile data. Given strong client management background in an investment institution, she is a good but not perfect fit for the specified senior account manager role at Upvest, scoring 7 out of 10. | no information | |
| Mathias Herzberg | HANSAINVEST Hanseatische Investment-GmbH | Abteilungsleiter / Head of Key Account Management & Client Service | Abteilungsleiter / Head of Key Account Management & Client Service | Greater Hamburg Area | Link | 7 | high | Mathias Herzberg has extensive experience in key account management and client service roles at HANSAINVEST, a company operating in financial assets, which implies dealing with investment and securities-related products. His roles such as Head of Key Account Management & Client Service and Leiter Relationship Management Financial Assets indicate strong account management capabilities. Although there is no explicit mention of specific keywords like "trade services," "settlement," "brokerage," or "clearing," his background in financial assets and key account management in this sector suggests familiarity with related processes. Given the seniority and relevant account management experience combined with the investment/financial services environment, he is a strong candidate for the role, but some specific technical details about trade services or securities operations are not clearly present from available profile data. | no information | |
| Thomas Flaskaemper | Commerzbank AG | Senior Relationship Manager, Großkunden | Senior Relationship Manager, Großkunden | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate has extensive experience in client relationship management and senior relationship manager roles at major financial institutions, including Commerzbank and Citi, which aligns well with the account management requirement. The roles indicate management of large clients, which fits the senior account manager profile. However, the profile lacks explicit mention of direct experience with key desired keywords such as trade services, brokerage, clearing & settlement, securities processing, or investment API specifically. Given the strong banking and client management background with some likely exposure to capital markets and trade services (due to the nature of the banks), the fit score is high but not perfect. | no information | |
| Iram Zaheer | Nomura Asset Management | Vice President, Senior Relationship Manager Institutional Sales | Vice President, Senior Relationship Manager Institutional Sales | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Iram Zaheer, is currently a Vice President, Senior Relationship Manager Institutional Sales at Nomura Asset Management, indicating strong account management experience at an institutional level. Previous roles include Relationship Manager at Lombard Odier Investment Managers and Associate Institutional Sales at Natixis Asset Management, all suggesting significant client relationship management skills. Early experience as a Key Account Manager also aligns with the account management requirement. However, there are no explicit mentions of direct experience with securities processing, trade services, brokerage, clearing, or investment API platforms in the profile, which are critical for the specific role at Upvest. Given the strong account management background combined with familiarity with investment firms but lacking clear evidence of dedicated experience in trade services and securities operations, the candidate scores a 7 out of 10 for fit. | no information | |
| Fabian Warnking | BNP Paribas CIB | Relationship Manager | Relationship Manager | Germany | Link | 7 | high | The candidate, Fabian Warnking, is currently a Relationship Manager at BNP Paribas CIB, with previous roles including Vice President, EMEA Coverage Group Manager and Associate in Corporate Coverage at the same company. These roles suggest strong experience in client relationship management and key account management. Although the profile does not explicitly list keywords like 'Wertpapierabwicklung', 'Trade Services', or 'Investment API', the association with a major financial institution like BNP Paribas CIB and focus on corporate and institutional banking imply relevant exposure to securities, trade services, settlement, and capital markets. The experience aligns well with managing enterprise clients in financial services, making him a good fit for the role with some assumptions on specific trade service experience. | no information | |
| Christian Fischer | Fiserv | Account-Manager | Account-Manager | Nuremberg, Bavaria, Germany | Link | 7 | high | Christian Fischer is currently an Account Manager at Fiserv, which aligns well with the requirement for account management experience. However, the profile does not provide detailed information specifically about experience with securities, trade services, brokerage, clearing, or settlement, which are critical for the role at Upvest. The account management experience is a strong fit, but the absence of explicit securities or trade-related expertise limits the match score. | no information | |
| Axel Seel | RS2 | Customer Services & Operations Manager | Customer Services & Operations Manager | Germany | Link | 7 | high | The candidate Axel Seel has extensive experience related to account management and client services, as well as significant background in trade services, settlement, and securities operations. He has held roles such as Customer Services & Operations Manager with responsibilities that include transaction processing, client contact, and operational process optimization in financial services. Furthermore, his earlier roles in settlement clerk, senior settlement clerk, and account executive in brokerage contexts show direct experience with securities processing and trade services relevant to the Upvest role. However, there is less direct mention of API or investment platform specific experience, so while the candidate is highly relevant and likely a good fit, it is not a perfect match. | no information | |
| Anna-Lena Birkholz | HSBC | Account Managerin Custody, Asset Owners | Account Managerin Custody, Asset Owners | Germany | Link | 7 | high | The candidate, Anna Lena Birkholz, currently holds the position of Account Managerin Custody, Asset Owners at HSBC, a major financial institution. This role indicates relevant account management experience with a focus on custody and asset management, which aligns with client relationship and account management tasks. While the profile does not explicitly mention detailed keywords such as 'trade services,' 'settlement,' 'brokerage,' or 'investment API,' the custody aspect strongly suggests involvement in securities operations and post-trade services. The lack of explicit mention of trading platform or API experience slightly reduces the match score. Overall, the candidate demonstrates strong relevant experience suitable for the role at Upvest. | no information | |
| Tilman Goetz | Deutsche Bank | Trade Finance Product Management, Head of Trade Flow Client Access Solutions | Trade Finance Product Management, Head of Trade Flow Client Access Solutions | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, Tilman Goetz, has more than 20 years of banking experience with a focus on trade finance product management and leading client access solutions, which aligns well with the role's requirement for managing client accounts related to trade services and settlement. His current role at Deutsche Bank involves trade finance product management, which closely relates to the securities, trading services, and settlement expertise needed. Although specific keywords such as 'brokerage', 'clearing', and detailed securities operations are not explicitly stated in the summary or titles, his senior leadership experience and involvement in international trade finance and product management indicate a strong potential fit for the Senior Account Manager role at Upvest with a focus on investment APIs and trade services. | no information | |
| Mona Hartmann-Jaffery | FIS | Client Relations Manager Senior | Client Relations Manager Senior | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Mona Hartmann Jaffery has strong experience as a Client Relations Manager Senior at FIS, leading teams responsible for transfer agent documentation and client documentation, which aligns with client relationship management and key account management skills. Previously, she has held roles at Franklin Templeton related to Transfer Agent and shareholder services with responsibilities that imply knowledge of securities processing and regulatory compliance. The profile mentions leadership in documentation and policy management for transfer agent services, which often involve trade services, settlements, and securities operations. Although direct mention of investment APIs or trading platform experience is not explicit, her deep involvement in related securities and post-trade processing roles suggests she is a good fit for managing enterprise clients in the investment API fintech context. Given these factors, a match score of 7 out of 10 is appropriate. | no information | |
| Jana Pfragner | Commerzbank AG | Senior Relationship Manager Financial Institutions Developed Markets & Public Sector | Senior Relationship Manager Financial Institutions Developed Markets & Public Sector | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, Jana Pfragner, is currently a Senior Relationship Manager for Financial Institutions at Commerzbank AG, holding the role since 2014. Her experience is with developed markets and public sector financial institutions. While her title and roles indicate strong account management and client relationship management skills, the profile does not explicitly mention direct experience with trading services, brokerage, clearing, settlement, or securities operations. However, given her senior role in a major bank's financial institution segment, it is likely she has relevant exposure to capital markets and trade services. Therefore, she is a strong candidate for client relationship and account management tasks but lacks clearly specified keywords directly related to trade services and securities processing that would make her a perfect fit for the Upvest role. | not Limited | |
| Carsten Baukrowitz | HSBC | Director, Global Relationship Manager - CIB, Corporate and Institutional Banking | Director, Global Relationship Manager - CIB, Corporate and Institutional Banking | Düsseldorf, North Rhine-Westphalia, Germany | Link | 7 | high | Carsten Baukrowitz has extensive experience as a Global Relationship Manager and Director in Corporate and Institutional Banking with HSBC, Standard Chartered Bank, Citi, and Deutsche Bank. His roles involved managing and advising corporate clients, with a focus on transaction banking, lending, FX/derivatives, and capital markets, which aligns with key aspects of trade services and securities processing. However, while he has strong account management and client relationship experience at an enterprise level, his profile does not explicitly mention detailed experience with trading services, brokerage, clearing & settlement, or investment APIs, which are crucial for the Upvest role. Overall, he shows a strong fit in client management and capital markets but lacks direct evidence in investment API fintech and specific trade services technology keywords. | no information | |
| Ansar M. Butt | Banco Santander | Relationship Manager Business & Corporate Banking | Relationship Manager Business & Corporate Banking | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate Ansar M Butt has significant experience as a Relationship Manager and Global Account Manager in corporate and business banking with Santander and SEB Merchant Banking. His roles involve client relationship management, credit analysis, and cross-selling, indicating strong account management skills. He has experience in Global Transaction Services and Cash Management, which are related to trade services and post-trade processes. The profile mentions involvement in trading capital markets and asset administration in SEB, which aligns moderately with securities, trade services, and settlement areas. However, there is no explicit mention of direct experience with brokerage, clearing, or investment API platforms. Overall, he has relevant account management experience and some exposure to trade services and capital markets, making him a good potential fit but not a perfect match for the Upvest role focused on investment API, securities processing, and settlement. | not Limited | |
| Theres 'Terry' Olbrich | Bankhaus DONNER & REUSCHEL | Bankdirektorin I Key Account Manager I Asset Servicing | Bankdirektorin I Key Account Manager I Asset Servicing | Germany | Link | 7 | high | The candidate Theres Terry Olbrich currently holds the role of Bankdirektorin and Key Account Manager in Asset Servicing at Bankhaus DONNER & REUSCHEL, which indicates strong experience in account and client management. Previous roles at the same bank include business development in investor services and capital markets, which aligns closely with securities, trade, and settlement services. Additionally, experience in client relationship management and account management at CAPinside.com adds to relevant skills in managing client campaigns and consulting. The presence of keywords like capital markets and asset servicing aligns well with the key experience required for the role. However, the profile does not explicitly mention technical trading platform or investment API experience, so while highly relevant, it is not a perfect match. | not Limited | |
| Alexander Loszinski | Munich Re | Client Relationship & Risk Manager / Senior Underwriter | Client Relationship & Risk Manager / Senior Underwriter | Munich, Bavaria, Germany | Link | 7 | high | The profile demonstrates strong experience in client relationship management and trade finance, which overlaps with securities and trade services concepts. The candidate has extensive experience managing trade finance portfolios, structuring trade finance products, and interacting with financial institutions and corporates, which indicates relevant client account management expertise. However, the profile shows less direct mention of key specific keywords relevant to securities processing, brokerage, clearing, settlement, and capital markets. The candidate’s work with trade finance and risk transfer aligns well with investment platform services and corporate client management but is less explicitly securities/brokerage focused. Overall, the profile is a good fit with a score of 7 for a Senior Account Manager role managing clients related to investment API trade and settlement services. | not Limited | |
| Stefanie Fengler | BNY Mellon | Director Relationship Management, Alternatives | Director Relationship Management, Alternatives | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Stefanie Fengler, currently holds senior roles in relationship management at BNY Mellon, specifically targeting Alternative Investment Services. Her background includes multiple years in account management roles and service director positions which aligns well with the account management aspect of the role. Although her profile shows extensive experience with alternative investments and financial institutions, there is no explicit mention of direct experience with securities processing, trade services, brokerage, clearing & settlement, or related keywords that are critical for the Upvest role. However, given her senior client relationship management and service roles in a major financial institution dealing with investment services, she has relevant transferable experience. Thus, a score of 7 is appropriate as she is a strong candidate but not a perfect match in terms of the very specific securities and post-trade services experience required. | no information | |
| Alexander Geier | Citi | Relationship Manager | Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate Alexander Geier has significant experience in relationship management roles including Relationship Manager at Citi and Client Service Manager at Deutsche Bank, which aligns well with the Account Management aspect of the role. He also has senior experience as Vice President Corporate & Investment Banking at Bank of America. However, there is no explicit mention of specific experience with trade services, brokerage, clearing, settlement, or securities processing keywords such as "Wertpapierabwicklung" or "Trade Services" directly stated in his profile summary or job descriptions. Despite this, the senior banking roles imply probable exposure to capital markets and investment services. Therefore, the fit is good but not a perfect match for the very specific trade services and settlement expertise required for the role at Upvest. | not Limited | |
| Josipa Goreta | ABN AMRO Clearing Bank N.V. | Client Relationship Management Energy | Client Relationship Management Energy | Frankfurt, Hesse, Germany | Link | 7 | high | Josipa Goreta has significant experience in client relationship and account management roles, specifically at ABN AMRO Clearing Bank N.V. and Deutsche Bank AG, with a focus on energy sector and derivatives clearing. The roles include 'Client Relationship Management Energy,' 'Account Management Energy,' and 'Teamleiterin Listed Derivatives Energy Clearing,' which indicate strong client and account management skills in financial services. Although the explicit keywords related to securities, trade services, brokerage, and settlement are not all directly mentioned, the experience at a clearing bank and involvement in derivatives clearing suggests relevant exposure to trade services, clearing, and settlement processes. This makes Josipa a quite suitable candidate for the (Senior) Account Manager Enterprise Clients role at Upvest, scoring 7 out of 10 due to the strong related background but lack of explicit mention of some specific keywords like investment API or digital securities. | not Limited | |
| Vincent Michelot | LBBW | Client Country Manager | Client Country Manager | Stuttgart, Baden-Württemberg, Germany | Link | 7 | high | The candidate, Vincent Michelot, has extensive experience in client relationship management and financial institutions coverage. Currently, he is a Client Country Manager at LBBW with responsibilities including relationship management, transaction execution, risk analysis, and new business development in capital markets and treasury management. His past roles include managing client relationships with asset managers and institutional investors and sales in fixed income and derivatives areas. While the profile highlights strong account management and financial services skills, it does not explicitly mention direct experience with securities trade services, brokerage, clearing, or settlement processes specifically. However, the involvement in capital markets, derivatives, transaction banking, and complex financial products indicates a strong and relevant background likely transferable to the role at Upvest. Therefore, the fit score is 7 out of 10 for a senior account manager with some relevant domain experience but not fully specialized in all the specific securities and settlement terms listed. | no information | |
| Elena Bashmakova | Refinitiv, an LSEG business | Customer Success Manager, Wealth Management | Customer Success Manager, Wealth Management | Frankfurt, Hesse, Germany | Link | 7 | high | Elena Bashmakova currently works as a Customer Success Manager for Wealth Management at Refinitiv (an LSEG business) with experience dating back to roles in customer success in FXMM and treasury at Thomson Reuters and Refinitiv. Although her current title is not explicitly 'Account Manager,' her role involves key account management and client success management, which aligns with the main tasks of the position. Her background includes working in financial market environments, client services, and global markets in investment banking, which relates to securities and trading services. However, there is no explicit mention of detailed experience with trade services, settlement, brokerage, or investment API platforms specifically, which are critical for a perfect match. Hence, a score of 7 is given to reflect significant relevant experience but without explicit direct involvement in all key required domains. | no information | |
| Heiko Paul | DZ BANK AG | Senior Manager Corporate Client Solutions | Senior Manager Corporate Client Solutions | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Heiko Paul is currently a Senior Manager Corporate Client Solutions at DZ BANK AG, a large financial institution, and has held various senior roles there since 2007. His experience includes client solutions for corporate clients, which indicates account management and client relationship responsibilities. Although the exact details about his expertise in trading services, brokerage, clearing, settlement, and securities operations are not explicitly detailed in the provided data, his long tenure at a major bank and senior roles imply familiarity with these areas, especially in investment banking contexts. The profile title 'Senior Experte Firmenkunden Lösungen' suggests experience with client impact management and tailored financial solutions, which aligns well with managing enterprise clients of an Investment API service. Overall, he appears to be a strong candidate for a (Senior) Account Manager Enterprise Clients role with a focus on trading services and securities, but without explicit confirmation of all key terms, the match is not perfect. | not Limited | |
| Annegret Hasler | Commerzbank AG | Client Relationship Management - Insurance Companies and Pension Funds in DACH region | Client Relationship Management - Insurance Companies and Pension Funds in DACH region | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Annegret Hasler has substantial experience in client relationship management, specifically as Client Relationship Manager for insurance companies and pension funds in the DACH region at Commerzbank AG. This aligns well with the account management requirement of the position. However, while she has a strong background in capital markets research and investor relations in the banking sector, there is no explicit mention of direct experience with trading services, brokerage, clearing, settlement, securities processing, or investment APIs. The profile suggests strong financial and capital markets expertise, but less clarity on trading services or securities operations. Hence, she is a good fit for account management and client relationship aspects, but only moderate for the trading services and technical securities experience required. | no information | |
| Tobias Bödeker | M&G Luxembourg S.A., Niederlassung Deutschland | Senior Client Relationship Manager | Senior Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Tobias Bödeker, currently holds the role of Senior Client Relationship Manager at M&G Luxembourg S.A. with previous roles including Client Relationship Manager and Senior Account Manager. His experience spans several financial institutions with a focus on client relationship and account management. However, the profile details do not explicitly mention direct experience with trading services, brokerage, clearing & settlement, or the specific keywords such as 'Wertpapierabwicklung', 'Trade Services', 'Settlement', 'capital markets', or 'Investment API'. Given his extensive client management experience in investment-related firms, he is a good fit in terms of account management but might lack direct specialized experience in securities processing or trade settlement services. Thus, a score of 7 is appropriate to indicate strong account management skills but less explicit match on the specific technical and trading service aspects required by the role. | no information | |
| Tobias Hrobarsch | OpenText | Senior Account Executive Banking and Insurance D-A-CH | Senior Account Executive Banking and Insurance D-A-CH | Berlin, Berlin, Germany | Link | 7 | high | Tobias Hrobarsch has significant experience as a Senior Account Executive with a focus on banking and insurance in his current role at OpenText since 2018, and previous roles include Senior Account Executive positions at Pegasystems and FIS, with emphasis on financial services. He also was Head of Key Account Management at Avaloq, a company known for its banking software solutions, indicating relevant account management expertise. His profile demonstrates solid experience in client relationship and key account management roles. Although the profile does not explicitly list all the exact keywords like 'Wertpapierabwicklung' or 'Trading Platform,' his experience in banking, financial services, and technology solutions for clients in those sectors suggests he has relevant exposure to securities, trade services, and capital markets environments. Therefore, he is a strong candidate for the (Senior) Account Manager Enterprise Clients role at Upvest, especially with his account management background in financial services IT. The slight deduction in score is due to the lack of explicit mention of specific trading, clearing, or settlement keywords. | not Limited | |
| Ioannis Liokouras | Commerzbank AG | Senior Banker - Relationship Manager - Managing Director - Banks Southern Europe and North America | Senior Banker - Relationship Manager - Managing Director - Banks Southern Europe and North America | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Ioannis Liokouras, currently holds a senior relationship management and banker role at Commerzbank AG, managing institutional relationships with large banks indicating strong account management experience. His background includes derivatives sales, fixed income sales, and structured products with a strong banking and financial services focus. While the profile shows extensive experience in client relationship management and banking, specific keywords related to securities processing, trade services, brokerage, clearing, settlement, and investment API platforms are not explicitly mentioned. However, his involvement in derivatives, structured products, and investment banking suggests relevant sector experience. Overall, he has high account management expertise in financial services but lacks explicit stated direct experience with trade services and settlement typical of a trading platform or investment API FinTech. | no information | |
| Anja Kraft | State Street Global Advisors | Client Relationship Manager | Client Relationship Manager | Greater Munich Metropolitan Area | Link | 7 | high | The candidate, Anja Kraft, currently holds the position of Client Relationship Manager at State Street Global Advisors since 2018, with previous experience as a Client Service Manager and Accounting Manager at the same company. Her profile shows substantial experience in client service and relationship management within the financial services industry. There is strong evidence of relevant skills in banking, portfolio management, financial services, and investments. While the profile does not explicitly mention keywords like 'Wertpapierabwicklung', 'Trade Services', 'Settlement', or 'Investment API', her long tenure at a major investment management firm implies substantial exposure to securities processing and trade services. Thus, she has a good fit for the role requiring account management experience in trade services, though a few niche specific keywords and direct API experience are not explicitly confirmed. | no information | |
| Thu Hien Nguyen | diva-e | Senior Strategic Account Manager | Senior Strategic Account Manager | Greater Munich Metropolitan Area | Link | 7 | high | The candidate, Thu-Hien Nguyen, currently holds the role of Senior Strategic Account Manager responsible for managing long-term partnerships and revenue growth with leading financial services clients including banks, insurers, and fintechs. The profile shows significant experience in account management and client relationship roles. There is also extensive involvement in banking, financial services, and digital transformation, which closely aligns with the candidate's advisory and consulting roles in fintech and related sectors. However, the profile does not explicitly mention direct experience with trade services, securities processing, brokerage, clearing, settlement, or investment API platforms. The keywords specifically requested such as "Wertpapierabwicklung," "trade services," "settlement," "securities operations," and others in the securities or capital markets area are not clearly referenced in the experience summaries provided. Given the strong account management, financial services background, and fintech exposure, the candidate is a good but not perfect fit for the (Senior) Account Manager role focusing on trade services and settlement investment API clients. Hence, a score of 7 out of 10 is appropriate. | not Limited | |
| Anke Platzek | LBBW | Client Managerin Sales Financial Institutions | Client Managerin Sales Financial Institutions | Mainz, Rhineland-Palatinate, Germany | Link | 7 | high | The candidate has extensive experience in client management roles at LBBW, a financial institution, including current position as Client Manager Sales Financial Institutions. The roles involve client relationship management with banks and financial institutions, which aligns well with account management requirements. Although direct mention of trading services, brokerage, clearing, and settlement is not explicit, some past roles involve securities processing and analysis (e.g., Back Office Wertpapiere, Junior trader in stocks). The candidate's background suggests a strong understanding of securities and financial markets, which fits well with Upvest's needs for a client success manager with capital markets and securities services expertise. The score of 7 reflects strong account management experience with relevant financial sector exposure but lacks explicit emphasis on product-specific trading platform or API experience. | not Limited | |
| Lena Thomas | Universal Investment | Sales and Relationship Manager | Sales and Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, Lena Thomas, currently works as a Sales and Relationship Manager at Universal Investment, which aligns well with the account and client management aspect of the role. She has prior experience at State Street in roles related to collateral services and operations management involving OTC derivatives and customer process coordination, which indicates exposure to financial services and trade settlement processes. Key terms related to securities, settlement, and client relationship management are present in her background. However, the profile does not explicitly detail deep expertise specifically titled around brokerage, clearing, or extensive trading platform operations. Overall, she seems a strong fit with relevant client management and financial services experience, scoring a 7 out of 10 for this Upvest role. | not Limited | |
| Andre Nolte | FNZ Bank SE | Key-Account-Manager | Key-Account-Manager | Münden, Lower Saxony, Germany | Link | 7 | high | The candidate is currently a Key Account Manager at FNZ Bank SE and was previously in a similar role at European Bank for Financial Services AG (ebase). These roles align well with the account management experience required. The candidate's work at financial institutions likely involves securities, trade services, and related financial operations, fitting the keywords and sector requirements such as settlement, trade services, and capital markets. However, the profile lacks explicit detail on specific experience with trading services, brokerage, clearing, and settlement processes publicly visible, which prevents a perfect score. Overall, the candidate shows a strong fit for the role with a score of 7 out of 10. | no information | |
| Fedrick George | Business Consultant | trader/Account manager | trader/Account manager | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Fedrick George, holds the role of trader/Account Manager at Business Consultant since 2012, which matches the requirement for account management experience. His profile mentions involvement in capital markets and trading, aligning well with securities, trade services, and brokerage-related keywords relevant to the role at Upvest. While not all specifics about settlement, clearing, or investment API are clearly detailed, the combination of account management and trading experience in capital markets makes him a strong match for the position, meriting a score of 7 out of 10. | no information | |
| Claus-Martin F. | HypoVereinsbank - UniCredit - Deutschland | Senior Client Relationship Manager | Senior Client Relationship Manager | Schwerte, North Rhine-Westphalia, Germany | Link | 7 | high | The candidate, Claus Martin, is currently a Senior Client Relationship Manager at HypoVereinsbank and has extensive experience in client relationship management roles at various banks including Commerzbank and Dresdner Bank. The roles indicate strong account management expertise. However, there is no explicit mention of trading services, brokerage, clearing, or settlement keywords such as 'Wertpapierabwicklung', 'Trade Services', 'Settlement', or 'securities operations' in the profile data available. This makes the fit good but not perfect given the specific domain experience required for the position at Upvest. | no information | |
| Robert Kamutzki | XTB online investing | Senior Account Manager | Senior Account Manager | Frankfurt, Hesse, Germany | Link | 7 | high | Robert Kamutzki currently holds the position of Senior Account Manager at XTB online investing, which directly aligns with the account management experience requirement. His previous role at State Street involved client onboarding, relationship management, and coordination related to custodians, collateral management, and legal contracts, which ties into trade services, settlement, and securities processing. The combination of senior account management and relevant experience in securities and trade-related services suggests he is a good fit for the role at Upvest. However, the profile does not explicitly mention APIs or detailed investment platform experience, which are important for this role, so the fit is strong but not perfect. | no information | |
| Nico David | Deutsche Bank | Director - Senior Relationship Manager UHNW | Director - Senior Relationship Manager UHNW | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate is currently a Director and Senior Relationship Manager for UHNW clients at Deutsche Bank, indicating strong experience in client/account management. Previous roles include Vice President - Senior Coverage Specialist and Associate Debt Capital Markets, which suggest familiarity with financial markets and investment banking. The candidate's education in International Management and Financial Services supports their knowledge base. However, the profile does not explicitly mention detailed experience in trading services, brokerage, clearing & settlement, or securities operations explicitly, which are critical for this role focused on Upvest's Investment API service and trade services. Thus, the candidate is a good fit in client management and financial services but lacks direct evidence of trade services or securities operations experience. | not Limited | |
| Ralf Bauer | UBS | Head Global Wealth Management Coverage Germany & Luxembourg and Wholesale Client Coverage Germany | Head Global Wealth Management Coverage Germany & Luxembourg and Wholesale Client Coverage Germany | Germany | Link | 7 | high | The candidate, Ralf Bauer, holds senior leadership roles at UBS related to Global Wealth Management and Wholesale Client Coverage. His extensive experience since 1984 includes positions in securities trading and securities processing (Wertpapierabwicklung), which aligns well with the desired sector knowledge. However, the profile mainly highlights client coverage and management rather than explicit roles within trade services, brokerage, clearing, or settlement. The candidate's expertise in client relationship management and account handling at a high level fits the senior account manager role well, especially for enterprise clients, but lacks clear, direct experience explicitly in trade services and settlement operations at a detailed operational level. Overall, the profile shows a strong good fit but not a perfect match for the role focused on trading service and settlement operations. | no information | |
| Marian Weil | Deutsche Bank | Director, Senior Relationship Manager Strategic UHNW Clients | Director, Senior Relationship Manager Strategic UHNW Clients | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate has extensive experience in capital markets, derivatives trading, and client relationship management at Deutsche Bank. The profile shows strong involvement with trading and securities-related services, including derivatives, FX trading platforms, and collateral management. The candidate currently holds a senior client relationship management role (Senior Relationship Manager Strategic UHNW Clients) and previously held roles closely connected to trading and settlement processes. While the profile does not explicitly mention experience with 'Investment API' or 'post-trade' systems directly, many relevant keywords and responsibilities indicating strong expertise in trading services, securities operations, and client management are present. This makes the candidate a strong fit but not a perfect match due to missing explicit mention of certain fintech platform elements. | not Limited | |
| Alexandra Avila | Union Investment Institutional | Leiterin Alternative Asstes Distribution - Client Relationship Management Institutionelle Kunden | Leiterin Alternative Asstes Distribution - Client Relationship Management Institutionelle Kunden | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Alexandra Avila, has extensive experience in client relationship management at Union Investment Institutional, holding leadership roles related to Alternative Assets Distribution and client relationship management for institutional clients. She has a strong background in account management as a Senior Account Manager and Client Relationship Manager. Additionally, her experience includes roles such as Senior Sales Trader and Trading Options and Futures, which indicate familiarity with trading services, securities, and capital markets. While her experience does not explicitly mention all keywords related to brokerage, clearing, and settlement, her roles strongly align with client account management in financial services and investment platforms, making her a good fit for the role with some minor gaps. | no information | |
| Helge Luethgens | Union Investment Institutional GmbH | Senior Account Manager (Director) | Senior Account Manager (Director) | Frankfurt, Hesse, Germany | Link | 7 | high | Helge Luethgens has significant experience as a Senior Account Manager (Director) at Union Investment Institutional GmbH since 2006, focused on acquisition and relationship management with multinational corporates and investment vehicles, which aligns well with client relationship management and account management requirements. However, the profile does not explicitly mention experience with trading services, brokerage, clearing, or settlement terminology like Wertpapierabwicklung, Trade Services, Settlement, or Investment API. The strong account management background supports part of the role, but the absence of explicit securities and trade services experience limits a perfect fit. Therefore, a match score of 7 is given. | no information | |
| Dirk Kaczmarczyk | Deutsche Bank AG | Head Client Lifecycle Management Berlin , Deutsche Bank AG | Head Client Lifecycle Management Berlin , Deutsche Bank AG | Berlin Metropolitan Area | Link | 7 | high | Dirk Kaczmarczyk currently holds the position of Head Client Lifecycle Management Berlin at Deutsche Bank AG and previously was Head Service Center Corporates and Cash Management Senior Sales Manager. His roles indicate significant senior account management experience. Working at Deutsche Bank, a major financial institution, strongly suggests exposure to securities, trade services, and settlement processes, although the profile does not specify exact keywords like 'Wertpapierabwicklung' or 'Investment API.' However, his leadership and client lifecycle management in the financial industry make him a strong candidate likely familiar with trade services and securities operations. Hence, a score of 7 out of 10 is appropriate for potential fit. | no information | |
| Katri Sutinen | Wells Fargo | VP - Senior Relationship Manager | VP - Senior Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, currently VP - Senior Relationship Manager at Wells Fargo, manages financial institutions relationships across multiple European countries. Responsibilities include working with product partners in Payments, Credit, Trade Finance, FX, Rates, ABS, DCM, and Asset Management, which closely aligns with account management and client success roles. There is specific experience with trade finance, which is relevant to trading services and securities processing. However, explicit keywords like brokerage, clearing, settlement, and investment API are not directly mentioned in the profile. The candidate's background in relationship management with a focus on financial institutions and product lines related to trade finance and securities operations suggests a strong potential fit, but not a perfect match due to the lack of direct specialist experience in some niche areas of the role. | no information | |
| Jasmin Michel | Commerzbank AG | Client Relationship Manager | Investment Management | Client Relationship Manager | Investment Management | Frankfurt, Hesse, Germany | Link | 7 | high | Jasmin Michel is currently a Client Relationship Manager in Investment Management at Commerzbank AG. This role aligns well with client relationship management and investment management. The profile, however, lacks explicit mention of specific keywords directly related to trade services, settlement, brokerage, or detailed securities operations that are crucial for the Upvest role. The presence at a major financial institution like Commerzbank and experience in investment management still mark her as a strong potential fit, but the absence of those specific keywords reduces the match score slightly. | not Limited | |
| Peter Hofmann | BNP Paribas | Senior Relationship Manager | Senior Relationship Manager | Stuttgart, Baden-Württemberg, Germany | Link | 7 | high | Peter Hofmann has extensive experience in client relationship management roles at BNP Paribas, including titles such as Senior Relationship Manager, Vice President, and Director. He has a strong background in banking products, including transaction banking, which aligns with trade services and securities processing. His leadership and project management skills focused on customer experience enhancement also support account management responsibilities. However, there is no explicit mention of direct experience with trading services, brokerage, clearing, settlement, or investment APIs which are key for the specific role at Upvest. Therefore, while he is a strong candidate with relevant client management and banking sector experience, the fit is not perfect but quite good. | no information | |
| Miriam Mann | DWS Group | Sales and Relationship Manager for Institutional Corporate Clients | Sales and Relationship Manager for Institutional Corporate Clients | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Miriam Mann, has over 15 years of experience in the financial sector with a current role as Sales and Relationship Manager for Institutional Corporate Clients at DWS Group. This role involves building and maintaining long-term client relationships, which aligns well with the account management and client success aspects of the role at Upvest. While direct keywords like 'trade services,' 'settlement,' or 'investment API' are not explicitly mentioned, her extensive experience in institutional corporate client management in a financial context suggests familiarity with related areas. However, the specific experience with trading services, brokerage, clearing, and settlement is not clearly detailed, hence not a perfect match but still a strong candidate for the position. | no information | |
| Kevin Boedeker | Universal-Investment | Senior Relationship Manager | Senior Relationship Manager | Germany | Link | 7 | high | Kevin Boedeker has significant experience as a Senior Relationship Manager at Universal-Investment since 2019, indicating strong client relationship management skills. He has past roles in investment services, global custody at BNY Mellon, and corporate and investment banking at Commerzbank AG, which align with the experience in trading services, brokerage, clearing, and settlement. The presence of roles related to custody and investment services is relevant to securities processing and trade services. While the profile confirms strong account management and securities-related experience, it does not explicitly mention 'Investment API' or direct API-based platform experience. Overall, the experience is highly relevant with a strong fit for the role, scoring 7 out of 10. | no information | |
| Markus Edinger | LBBW Landesbank Baden-Württemberg | Key Account Manager Coverage Institutionelle Kunden | Key Account Manager Coverage Institutionelle Kunden | Stuttgart Region | Link | 7 | high | Markus Edinger currently works as a Key Account Manager Coverage Institutionelle Kunden at LBBW Landesbank Baden-Württemberg since July 2019, indicating strong account management experience. His past roles at the same bank include Director positions covering various financial client segments, showing extensive experience in client and relationship management. However, the profile summary does not explicitly mention direct experience with trading services, brokerage, clearing, settlement, or the specific securities-related keywords requested for the Upvest role. Given the senior account management background in a large financial institution and implied exposure to financial services, he is a potentially good fit but lacks clearly stated direct trading services or investment API experience, hence a score of 7 out of 10. | no information | |
| Frank Becker | Universal Investment | Head of Relationship Management Asset Owner und Asset Manager DACH | Head of Relationship Management Asset Owner und Asset Manager DACH | Frankfurt, Hesse, Germany | Link | 7 | high | Frank Becker has over 25 years of experience in institutional asset management with a significant focus on building strong client relationships and offering tailored investment solutions. His current roles include Geschäftsführer and Head of Relationship Management focusing on asset owners and asset managers in a large investment firm. This indicates strong account management and client relationship skills. However, the profile lacks explicit mention of direct experience in trading services, brokerage, clearing, and settlement or specific securities processing keywords like 'Wertpapierabwicklung', 'Trade Services', 'Settlement', or 'Investment API'. He seems highly suitable for client management in investment contexts but less clearly aligned to the specialized technical trading and post-trade services experience required for the role. Therefore, a score of 7 reflects his strong client management background with some missing explicit trade services experience but is still potentially a good fit for account management in FinTech investment contexts. | no information | |
| Kirill Rosenbaum | WERTENBURG GmbH | Senior Client Relationship & Business Operations Manager | Senior Client Relationship & Business Operations Manager | Munich, Bavaria, Germany | Link | 7 | high | Kirill Rosenbaum has substantial client relationship management experience as a Senior Client Relationship & Business Operations Manager and Investment Operations Specialist. He has worked with transaction execution, collateral management, and regulatory reporting at Societe Generale Securities Services, indicating exposure to trade services and post-trade processes relevant to securities and settlements. His earlier roles at Baader Bank involved trade execution, margin calls, and securities transactions, supporting experience in trading operations, brokerage, and clearing. While there is no explicit mention of 'Investment API' or direct 'account management' titles, his profile aligns strongly with the key areas required for the role. Overall, his combined banking, trading operations, and client management background fits well for the Senior Account Manager role at Upvest, warranting a score of 7 out of 10. | not Limited | |
| Patrick Schneider | CACEIS | Head of Client Service, Client Setup & Client Web Portal | Head of Client Service, Client Setup & Client Web Portal | Munich, Bavaria, Germany | Link | 7 | high | The candidate holds a strong leadership role in Client Service at CACEIS, a financial services company, with specific focus on operational client inquiries related to securities processing, payment processing, corporate actions, account opening/closure, and trade settlement, all of which align well with the role requirements. Prior experience includes Head of Relationship Management functions focused on asset managers and middle office settlement, indicating familiarity with post-trade processes. The profile shows significant account management and client relationship management experience, especially in handling institutional clients and client service teams. Keywords such as "securities processing," "trade services," "settlement," "account management," and "client service" are explicitly mentioned. The background in Deutsche Bank and various roles related to client product management, risk management, and operational services further supports capabilities relevant to trading services and brokerage environments, though less directly focused on investment API technology. Overall, the candidate is a strong fit but may not have explicit direct experience with investment API technology or fintech startups, resulting in a score of 7 out of 10. | no information | |
| Mandy Sterk | FX Capital Markets | Account Manager | Account Manager | Germany | Link | 7 | high | The LinkedIn profile shows that Mandy Sterk is currently or was recently an Account Manager at FX Capital Markets, which indicates relevant account management experience. FX Capital Markets suggests related experience in trading services or brokerage fields. However, the available profile data does not explicitly mention securities processing, trade services, settlement, or post-trade operations by keyword. The match score is thus strong for account management and trading-related experience but lacks detailed evidence of specific experience in all the required securities-related topics, so a score of 7 is appropriate. | no information | |
| Robert Nagel | Commerzbank AG | Senior Relationship Manager | Senior Relationship Manager | Germany | Link | 7 | high | Robert Nagel has strong experience as a Senior Relationship Manager and Client Relationship Manager in corporate banking, which aligns well with the account management and client success responsibilities of the role. He has handled large corporate clients and maintained client portfolios with a focus on profitability and risk management. His background includes trade finance and international trade, which may cover aspects of securities and trade services. While the profile does not explicitly mention securities operations, brokerage, or clearing & settlement, his role in trade finance and corporate banking suggests relevant exposure to financial and trade services. Keywords like client relationship manager, key account management, trade finance, and corporate banking increase his fit score, although direct explicit experience with securities or investment APIs is not clearly stated, so I rate the match as a 7 out of 10. | not Limited | |
| Melissa L. Hungenberg | Commerz Real AG | Senior Manager Relationship Management & Services - Institutional Sales | Senior Manager Relationship Management & Services - Institutional Sales | Otterbach, Rhineland-Palatinate, Germany | Link | 7 | high | Melissa Hungenberg has extensive experience in client relationship management and institutional sales within the financial services sector. Her recent and current roles at Commerz Real AG as Senior Manager and Manager in Relationship Management & Services for Institutional Sales demonstrate strong account management skills relevant to the role requirements. Additionally, her prior experience at HSBC involved managing custody products and asset manager accounts, indicating familiarity with securities services and trade-related client interactions. While the profile does not explicitly mention all keywords like 'Trade Services,' 'Settlement,' or 'Investment API,' the combination of her roles in custody, asset management, institutional sales, and her financial services background suggest a good fit for the (Senior) Account Manager role at Upvest. Therefore, a score of 7 out of 10 reflects a strong match with some room for more specific trading services or post-trade focus. | no information | |
| Rolf Steffens | Munich Re | Client Relationship & Risk Manager | Client Relationship & Risk Manager | Greater Munich Metropolitan Area | Link | 7 | high | The candidate, Rolf Steffens, has strong experience as a Client Relationship & Risk Manager at Munich Re and has held senior management roles in financial services companies including Deutsche Bank, Merrill Lynch, and HSBC. His experience spans banking, capital markets, credit, asset management, and fintech, with knowledge in risk management, derivatives, and regulation. While his roles included client relationship management, there is less explicit mention of direct experience with trade services, securities processing, brokerage, clearing, or settlement. However, his background in capital markets and structured portfolio solutions suggests relevant exposure to these areas. Thus, he is a strong, but not perfect, match for the Senior Account Manager Enterprise Clients role with investment API and securities experience at Upvest. | not Limited | |
| Bernd Andrich | Union Investment | Account-Manager | Account-Manager | Bernau, Brandenburg, Germany | Link | 7 | high | Bernd Andrich is currently an Account-Manager at Union Investment, a company with significant yearly revenue indicating a substantial client base. The role title 'Account-Manager' aligns well with the desired experience in client relationship and account management. Although the extracted data does not explicitly mention trading services, securities, brokerage, clearing, or settlement, Union Investment operates in the investment sector, which suggests potential exposure to these areas. Given the relevant account management experience and the industry context, Bernd Andrich is a strong candidate for the role with a fit score of 7 out of 10. | no information | |
| Andreas Herrmann | DWS Group | Director Direct Sales & Client Service | Director Direct Sales & Client Service | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate Andreas Herrmann currently holds senior roles at DWS Group, including Director, Head of Coverage Support and Director Direct Sales & Client Service. His extensive experience includes client service leadership and roles related to sales and client management. Previous positions at major financial institutions like Royal Bank of Scotland Business and Banco Santander involved banking and brokerage. However, the profile does not explicitly mention detailed experience in trading services, securities processing, settlement, or investment APIs. The roles suggest strong account management and client relationship skills with exposure to brokerage and banking, making him a strong candidate but not a perfect fit for the very specific technical and API-related requirements of the role at Upvest. | no information | |
| Sabine Raach | HANSAINVEST Hanseatische Investment-GmbH | Key-Account-Managerin Financial Assets | Key-Account-Managerin Financial Assets | Hamburg, Hamburg, Germany | Link | 7 | high | The candidate, Sabine Raach, holds the position of Key Account Manager Financial Assets at HANSAINVEST Hanseatische Investment-GmbH since 2016, demonstrating strong account management experience. Previous roles at CACEIS Bank and Warburg Invest involve client service and key account management. These companies operate in investment and financial sectors likely involving securities and trade services. The profile is consistent with expertise in client relationship management and likely includes knowledge in securities processing and trade services as required for the role at Upvest. However, explicit detailed keywords like 'Wertpapierabwicklung' or 'Investment API' are not confirmed from the profile summary, so while a strong match, it is not perfect. | not Limited | |
| Nicole Colavincenzo | Wellington Management | Vice President - Client Service Manager | Vice President - Client Service Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Nicole Colavincenzo has extensive experience as a Client Service Manager and in senior client relationship roles with well-known investment management firms such as Wellington Management and AXA Investment Managers. She currently holds the title of Vice President - Client Service Manager, indicating strong experience in client relationship management. However, there is no explicit mention of keywords like 'trade services', 'brokerage', 'clearing', 'settlement', 'securities operations', or 'investment API' in her profile summary or titles. Given her senior client service management background in investment firms, she likely has some exposure to capital markets and securities, but not clearly enough to warrant a perfect score. Hence a score of 7 out of 10 reflects a good but not perfect fit based on the publicly available LinkedIn profile information. | not Limited | |
| Matthias W. P. H. Arold | BNY Mellon | Operational Client Management | Operational Client Management | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate currently holds a position titled 'Operational Client Management' at BNY Mellon since 2016, working with key clients and ensuring operational and regulatory requirements are met. This aligns well with the account management aspect of the role. However, there is no explicit mention of direct experience with trading services, brokerage, clearing, settlement, or the specific securities-related keywords like 'Wertpapierabwicklung', 'Trade Services', 'Settlement', or 'Investment API.' The candidate's strong background in client management and financial services within a prominent financial institution like BNY Mellon indicates a solid potential fit, but the lack of clear keywords or specific trade services experience results in a score that is good but not perfect. | no information | |
| Natalija Srbinoska | DZ BANK AG | Relationship Manager for Institutional Clients in the Capital Markets Division | Relationship Manager for Institutional Clients in the Capital Markets Division | Frankfurt, Hesse, Germany | Link | 7 | high | Natalija Srbinoska is currently a Relationship Manager for Institutional Clients in the Capital Markets Division at DZ BANK AG, a large financial institution. Her experience in the capital markets division suggests familiarity with securities, trade services, and settlement processes relevant to investment platforms and trading services. She has held roles involving client relationship management and institutional client interaction, aligning with the key account or client relationship manager experience needed. Although there is no explicit mention of specific keywords like 'Wertpapierabwicklung' or 'Investment API,' her role in a capital markets division at a major bank implies relevant experience in trading, securities processing, and client management that fits well with Upvest's Senior Account Manager role requirements. The score reflects a strong fit with some potential gaps in direct API or fintech-specific terminology, but overall a very suitable candidate. | not Limited | |
| Sascha Walz | SEB | Senior Client Relationship Manager | Senior Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | The profile shows Sascha Walz currently as a Senior Client Relationship Manager at SEB, with extensive experience in client relationship management and financial institutions coverage dating back several years, including roles at Deutsche Bank. Although the profile does not explicitly provide detailed keywords such as 'trade services,' 'settlement,' or 'brokerage,' the seniority and longevity in financial institutions suggest strong related experience in securities and client impact management. This fits well with the role's requirement for account management experience in an investment or trading-related context, justifying a high but not perfect match score. | no information | |
| Gregor Diem | Societe Generale Corporate and Investment Banking - SGCIB | Relationship Manager MNC | Relationship Manager MNC | Frankfurt, Hesse, Germany | Link | 7 | high | Gregor Diem has over ten years of experience in corporate relationship management and client relationship management in the financial services industry, working at major banks such as Societe Generale, Intesa Sanpaolo, UniCredit, and Commerzbank. His recent role as Relationship Manager MNC at Société Générale Corporate and Investment Banking aligns well with managing enterprise clients. While his profile strongly covers client relationship management and corporate banking, there is no explicit mention of direct experience with securities, trade services, brokerage, clearing, or settlement. However, given his extensive financial industry experience at top-tier banks, it is likely he has exposure to related capital markets and transaction services that overlap with the requirements. Therefore, he is a strong potential fit but not a perfect match due to the lack of explicit keywords related to securities operations or trade services in his profile. | not Limited | |
| Shimpei Shiota | Mizuho | Vice President, Japanese Banking Europe, Mizuho Bank Europe N.V. Frankfurt Branch | Vice President, Japanese Banking Europe, Mizuho Bank Europe N.V. Frankfurt Branch | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Shimpei Shiota, holds senior roles at Mizuho, including Vice President of Japanese Banking Europe and Manager in the Investment Bank & Securities Brokerage Team, indicating strong experience in securities, trade services, and brokerage. Their role as Relationship Manager also implies relevant client relationship management experience. However, there is no explicit mention of direct experience with trading platform APIs or post-trade settlement services, which are critical for the Upvest role. Overall, the candidate's background shows substantial overlap with key areas, making them a good but not perfect fit. | no information | |
| Philipp Thielemann | Union Investment Institutional | Senior Client Relationship Manager | Senior Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate Philipp Thielemann holds the title Senior Client Relationship Manager at Union Investment Institutional, indicating strong account management experience, which is a key requirement. His profile shows client relationship management in an institutional financial investment context, including active asset management and sustainable and alternative investments, which aligns with investment API and fintech sectors. However, there is no explicit mention of experience in securities trade services, brokerage, clearing, or settlement, which are important keywords and experience areas required for the Upvest role. Hence, while he is a good fit on account management and investment client relations, the lack of overt trade service and settlement keywords leads to a moderate to high score rather than a perfect fit. | not Limited | |
| Ragnar Jensen | Bankhaus DONNER & REUSCHEL | Key-Account-Manager | Key-Account-Manager | Greater Hamburg Area | Link | 7 | high | The candidate holds a senior role as Key Account Manager at Bankhaus DONNER & REUSCHEL and has extensive experience in client relationship management, which aligns well with the Account Manager role. They have a strong background in capital markets, securities, equity trading, and investor services, including custody and institutional client servicing, which matches the key requirements related to trade services, settlement, brokerage, and securities operations. Although the profile does not explicitly mention direct experience with API or investment platform technology, the domain knowledge and senior client management experience make them a strong fit with a score of 7 out of 10. | not Limited | |
| Rosa Windhüfel | Ampega | Client Relationship Manager - Institutional Business | Client Relationship Manager - Institutional Business | Cologne, North Rhine-Westphalia, Germany | Link | 7 | high | The candidate is currently a Client Relationship Manager in Institutional Business at Ampega Investment GmbH, which aligns well with the account management and client relationship aspects of the role. The profile shows experience in client relationship management and a strong educational background in Accounting & Finance, which is relevant. However, the profile does not explicitly mention experience with trading services, brokerage, clearing, settlement, or the specific securities and trade services keywords critical for the ideal match. Hence, while the fit is strong on account management, the lack of explicit evidence on trade services and settlement lowers the perfect match score. | no information | |
| Sven Hahne | BNP Paribas | Senior Relationship Manager Corporate & Investment Banking | Senior Relationship Manager Corporate & Investment Banking | Hannover-Braunschweig-Göttingen-Wolfsburg Region | Link | 7 | high | Sven Hahne's profile shows extensive experience as a Senior Relationship Manager in Corporate & Investment Banking at BNP Paribas and previous senior roles in other banks. This matches well with the client relationship management aspect of the role. However, the profile does not explicitly mention specific experience in trading services, brokerage, clearing, or settlement, nor keywords such as 'Wertpapierabwicklung', 'Trade Services', or 'Investment API'. Given the strong account management background in financial institutions, Sven is likely a good fit but may lack direct documented experience with securities trade services or investment API technology, so a score of 7 is appropriate. | no information | |
| Thomas Steiner | Ebury | Deputy Head of Client Portfolio Management | Deputy Head of Client Portfolio Management | Germany | Link | 7 | high | The candidate Thomas Steiner currently holds the position of Partner and Deputy Head of Client Portfolio Management at Ebury, a financial services firm. He has extensive experience as a client relationship manager and FX broker. His roles suggest strong account management skills. However, the profile does not explicitly mention direct experience with securities processing, trade services, brokerage, clearing, or settlement, which are critical for the Upvest role. Nonetheless, his financial market and FX brokerage experience indicate relevant background that could align with the Investment API FinTech environment, earning a score of 7 out of 10 for fit. | not Limited | |
| Undis Jost | Union Investment Institutional | Client Relationship Manager | Client Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate currently holds the position of Client Relationship Manager at Union Investment Institutional, which indicates strong experience in account and client relationship management. Past roles include international account management and product & account management in an institutional business context. While the profile shows significant client relationship and account management experience, there is no explicit mention of direct involvement in trading services, brokerage, clearing, or settlement operations. However, the financial and investment firm context suggests potential familiarity with securities and trade services. The profile matches many key aspects but lacks explicit trading service operational keywords, resulting in a high but not perfect fit score of 7. | not Limited | |
| Edvard Balasanyan | Finastra | Account Executive | Account Executive | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate currently holds the role of Account Executive at Finastra, focusing on account management in the DACH region with specialization in Trading and Risk Management solutions related to Treasury & Capital Markets. This aligns well with the requirement for account management experience and exposure to trading services and capital markets. However, the profile does not explicitly mention experience with brokerage, clearing, settlement, or more specific securities operations keywords listed in the role description. Therefore, the candidate has strong relevant experience but lacks full clarity on some specific key areas, resulting in a solid but not perfect match. | no information | |
| Annekatrin Schmid-Drechsler | HypoVereinsbank - UniCredit - Deutschland | Global Client Manager - Financial Institutions Group | Global Client Manager - Financial Institutions Group | Munich, Bavaria, Germany | Link | 7 | high | The candidate, Annekatrin Schmid-Drechsler, is currently a Global Client Manager in the Financial Institutions Group at HypoVereinsbank - UniCredit, which indicates strong client management experience. However, the profile lacks explicit mentions of key securities, trade services, brokerage, clearing, settlement, or investment API-related keywords. The experience in financial institutions and client management aligns well with the senior account manager part, but specific domain experience in trading services, brokerage, and settlement is not clearly evidenced. Overall, the candidate is a strong fit for client management but may need further clarification on domain-specific experience related to securities operations and trade services. | no information | |
| Johannes Euler | Union Investment | Client Relationship Manager | Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | Johannes Euler is currently a Client Relationship Manager at Union Investment, which aligns well with the account management and client success management experience required. His roles include client relationship management and product management within the financial portfolio sector. The companies he worked for (Union Investment, Deloitte, Allianz Global Investors, and DWS Group) indicate strong exposure to capital markets and investment services. While the profile does not explicitly list specific keywords such as 'trade services,' 'settlement,' or 'brokerage,' his background in investment management and client relationship management in capital markets and financial services strongly suggests relevant domain knowledge. Overall, his experience is a good fit but lacks direct explicit mention of trade services and settlement details, hence a score of 7 out of 10. | no information | |
| Richard Barnes | PGIM | Senior Director Client Management | Senior Director Client Management | Greater Munich Metropolitan Area | Link | 7 | high | The candidate, Richard Barnes, has extensive experience in client management roles, currently as Senior Director Client Management at PGIM, and previously as a Client Manager and Senior Account Executive. This aligns well with the account management and client relationship management requirement. However, the profile does not explicitly mention experience with trading services, brokerage, clearing, settlement, or securities-related tasks in the provided summary. The companies worked for, such as PGIM and State Street, are large financial firms likely involved in such services, which suggests some relevant exposure. Given the strong client management background and probable indirect exposure to trading and settlement services, the fit score is 7 out of 10. | not Limited | |
| Frédéric Lê | Murex | Production Manager, Client Manager, Project Manager | Production Manager, Client Manager, Project Manager | Coblenz, Rhineland-Palatinate, Germany | Link | 7 | high | The candidate, Frederic Le, has extensive experience in financial technology consulting, particularly with Murex solutions used by investment banks and asset management firms. He has experience as a client manager and project manager, which aligns with client relationship and account management needs. His expertise includes front-office consulting, derivatives trading, risk management, and project leadership in global financial markets. However, the profile does not explicitly mention direct experience with 'Wertpapierabwicklung,' 'trade services,' 'settlement,' or brokerage services specifically, which are key for the Upvest role. Given his strong background in related financial technologies and client management, he is a good fit but not a perfect match, hence a score of 7. | no information | |
| Annette Sturm | Deutsche Bank AG | Client Service Executive Wealth Management | Client Service Executive Wealth Management | Mainz, Rhineland-Palatinate, Germany | Link | 7 | high | The candidate, Annette Sturm, currently holds the position of Client Service Executive Wealth Management at Deutsche Bank AG, a large financial institution. Her past roles include Trade Finance Client Service and Trade and Risk Services, indicating experience in trade services and related financial operations. She has over 7 years of experience in client service within banking, which suggests strong account management skills. While her profile does not explicitly mention key terms such as 'Investment API,' 'brokerage custody,' or 'capital markets,' her extensive trade and client service background in a major bank aligns well with the account management and securities processing aspects needed for the Upvest role. Thus, she is a strong candidate for the Senior Account Manager Enterprise Clients role, scoring a 7 out of 10 for fit. | no information | |
| Michael Thaysen Sørensen | Muzinich & Co | Client Relationship Manager | Client Relationship Manager | Germany | Link | 7 | high | The candidate, Michael Thaysen Sørensen, currently holds the role of Client Relationship Manager at Muzinich & Co, aligning well with the client relationship and account management experience required. His previous roles include Sales Trader Fixed Income and Director Fixed Income, indicating strong experience in trading and financial services. While the profile does not explicitly mention keywords directly related to securities, trade services, or clearing and settlement, the experience in fixed income trading and client relationship management in investment-related institutions suggests considerable relevant industry knowledge. The educational background (MSc and BSc in Business Administration) supports a solid foundation. Overall, Michael appears to be a strong potential fit for the role with a focus on client management and trading services, warranting a score of 7 out of 10. | no information | |
| Thorsten Patrick Teppe | LBBW | Key-Account-Manager Large Corporates | Key-Account-Manager Large Corporates | Düsseldorf, North Rhine-Westphalia, Germany | Link | 7 | high | Thorsten Patrick Teppe is currently a Key-Account-Manager for Large Corporates at LBBW, with previous experience in key account management roles at other major financial institutions including Commerzbank and WestLB. His roles suggest strong experience in client relationship and account management. While the profile does not explicitly list every desired keyword, his extensive involvement at large banks indicates familiarity with securities, trade services, and settlement processes common in these environments. The fit for the role of Senior Account Manager Enterprise Clients at Upvest is good but not perfect, as specific mentions of trading platform, investment API, or explicit post-trade services keywords were not observed in the profile summary or experience titles. | no information | |
| André Düsterhus | Deutsche Bank | Head of Regulatory Client Management Germany | Head of Regulatory Client Management Germany | Düsseldorf, North Rhine-Westphalia, Germany | Link | 7 | high | The candidate, André Düsterhus, currently holds a senior position as Head of Regulatory Client Management Germany at Deutsche Bank, with a long career at Deutsche Bank in various roles related to client management and sales. His experience includes relationship management, sales, and client coverage at a major financial institution. However, the profile information does not explicitly mention direct experience with securities, trade services, brokerage, clearing, settlement, or the specific keywords related to capital markets and investment platforms required for the Upvest role. Despite strong account management and client relationship experience in the banking sector, explicit trade services or securities processing experience is not clearly indicated, which is crucial for a perfect match. Therefore, a score of 7 reflects a strong potential fit on client management skills but some gaps regarding the niche technical domain expertise. | no information | |
| Irene Port | Munich Re | Client Relationship & Risk Manager | Client Relationship & Risk Manager | Munich, Bavaria, Germany | Link | 7 | high | The candidate Irene Port has extensive experience in client relationship management and risk management roles primarily within large financial institutions such as Munich Re and HypoVereinsbank (UniCredit). Her titles include Client Relationship & Risk Manager and Director - Senior Expert Risk & Portfolio Optimization, which align with account management responsibilities. Additionally, she has held specialized roles in trade risk management and trade finance & services, indicating familiarity with trade services, securities processing, and settlement-related functions. While her experience is heavily risk and trade finance oriented, she appears well-versed in the key areas related to trading services, brokerage, clearing, and settlement, and thus likely capable of managing enterprise clients for Upvest's Investment API service. However, her profile does not explicitly mention direct experience with Investment APIs or technology platforms, which results in a solid but not perfect fit score of 7. | no information | |
| Sandra Weniger | FIS | Account Services Manager | Account Services Manager | Nuremberg, Bavaria, Germany | Link | 7 | high | The candidate is currently an Account Services Manager at FIS, a company with a strong presence in financial services (annual revenue 10B-100B), which indicates relevant experience in account management. The profile title and position suggest client-facing responsibilities that align well with account management. Although the extracted information does not explicitly mention trading services, brokerage, clearing, or settlement, the company background (FIS) is known for financial technology and trading platform services. Given the relevant account management experience at a financial services company, the candidate is likely a strong fit for the role with possible exposure to securities and trade services. | no information | |
| Martina von Hoesslin | AURETAS family trust GmbH | Client Service Manager | Client Service Manager | Hamburg, Germany | Link | 7 | high | Martina Von Hoesslin has strong relevant experience with key terms such as securities clearing, settlement, and Wertpapierabwicklung, which are directly related to trade services and securities processing. She has held roles as Client Service Manager and Specialist Securities Clearing, indicating experience in client account management and securities trade services. Although her current role at AURETAS family trust GmbH is titled Client Service Manager, it is not explicitly clear if it fully matches the Investment API FinTech context. However, her previous roles at Berenberg and HSH Nordbank provide substantial experience in the relevant industries and tasks required for the Upvest role. Hence, she is a strong potential fit with a score of 7 out of 10. | no information | |
| Felix Schmid | LIQID | Team Lead Client Investment Management | Team Lead Client Investment Management | Berlin, Berlin, Germany | Link | 7 | high | Felix Schmid currently holds the position of Team Lead Client Investment Management at LIQID, with previous roles as Senior Client Investment Manager and Relationship Manager at the same company. These roles indicate strong account management and client relationship management experience. However, the profile does not explicitly mention keywords directly related to securities, trade services, brokerage, clearing, or settlement processes (e.g., Trade Services, Settlement, Wertpapierabwicklung). Given his leadership in client investment management, he likely has relevant experience in investment platforms or financial services, but explicit post-trade or brokerage details are not confirmed. Therefore, he is a good potential fit but not a perfect match for the specific account management role requiring deep expertise in trading services and securities processing. | no information | |
| Korab Kajtazi | Deutsche Bank | Service Operations (Client Services) - Settlements & Core Services | Service Operations (Client Services) - Settlements & Core Services | Bad Dürkheim, Rhineland-Palatinate, Germany | Link | 7 | high | Korab Kajtazi currently works at Deutsche Bank in Service Operations focusing on Client Services related to Settlements and Core Services, which aligns well with the required experience in trade services and settlement. The profile shows significant experience in incident and service management within a financial institution, which suggests strong operational knowledge. While the profile title and roles reflect exposure to settlements and client services, explicit keywords such as 'account management,' 'brokerage,' or 'investment API' are not prominently featured. However, the experience in a major bank handling settlements indicates relevant securities and trade service experience, making him a good candidate but not a perfect fit due to the lack of explicit account management and brokerage keywords. | no information | |
| Mihai Lazurca | BNP Paribas - Securities Services | Client Service Manager | Client Service Manager | Bensheim, Hesse, Germany | Link | 7 | high | The candidate has current experience as a Client Service Manager at BNP Paribas Securities Services, directly managing client relationships, operational service quality, and service reviews. Responsibilities and the company's domain indicate involvement in securities services, trade services, and related processes. Previous roles include client relationship management and compliance, which align well with the key tasks of account and client success management. However, explicit keywords related to trading platforms, investment APIs, brokerage, clearing, and settlement are not deeply detailed in the profile summary but inferred through the BNP Paribas Securities Services role. This makes the candidate a strong fit but not a perfect match due to some lack of explicit detail on certain specialized trading service tasks. | not Limited | |
| 李博 | Thang Long Securities (TLS) | Account Manager | Account Manager | Osnabrück, Lower Saxony, Germany | Link | 7 | high | The candidate is currently an Account Manager at Thang Long Securities (TLS) since 2010, indicating solid long-term experience in account management. The company is a securities firm, which aligns well with the domain of trading services, brokerage, and securities operations. The role and company context suggest relevant experience for client relationship management in trading and securities, which are key for the (Senior) Account Manager position at Upvest. However, the LinkedIn profile summary and additional keyword-specific details on securities operations or investment API experience are missing or not explicitly stated, so the fit is strong but not perfect. | no information | |
| Elisa Oswald | BNP Paribas Securities Services | Cash Account Manager & Liquidity Management Expert | Cash Account Manager & Liquidity Management Expert | Nuremberg, Bavaria, Germany | Link | 7 | high | Elisa Oswald is currently a Cash Account Manager & Liquidity Management Expert at BNP Paribas Securities Services, which aligns well with client relationship and account management experience. BNP Paribas Securities Services operates in securities services and capital markets, indicating relevant experience in trade services, settlement, and securities processing. She is also part of a leadership program, showing potential for client success management. While her profile directly mentions account management and securities services, it does not explicitly list brokerage or clearing, but the overall industry and her role suggest a strong fit for the Upvest position. | not Limited | |
| Dagmar Heidrich | State Street Global Exchange | Manager Client Service Investment Compliance | Manager Client Service Investment Compliance | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate has significant experience in client service and account management roles, particularly in financial markets. Their current role as Manager Client Service Investment Compliance at State Street Global Exchange and past roles show strong customer relationship management skills. The profile references expertise in securities processing like Kondor+ (a trade & risk management software), which is relevant to trade services, securities operations, and investment platforms. There is no direct mention of 'brokerage' or 'clearing & settlement' but the investment compliance and trade & risk management background suggests relevant exposure. Overall, the candidate is a good fit based on the available information, scoring 7 out of 10. | no information | |
| Christian Fonger | Ampega | Senior Client Relationship Manager | Senior Client Relationship Manager | Cologne, North Rhine-Westphalia, Germany | Link | 7 | high | The candidate is currently a Senior Client Relationship Manager at Ampega, indicating relevant experience in managing client relationships, which aligns well with the account management requirement. Past roles include Management Consultant in Capital Markets at Accenture and other financial and risk control roles, showing exposure to capital markets and financial services. However, there is no explicit mention of direct experience with trading services, brokerage, clearing, settlement, or investment APIs in the available profile data. The candidate has strong client management experience in financial environments, but the specific experience with trade services and securities processing is not clearly documented, leading to a high but not perfect match score. | no information | |
| Arne Boche | Deutsche Bank AG | Senior Relationship Manager | Senior Relationship Manager | Greater Freiburg Area | Link | 7 | high | The candidate, Arne Boche, is currently a Senior Relationship Manager at Deutsche Bank AG with experience starting from 2009 in sales and client relationship roles. The profile highlights a strong client relationship management background in a major financial institution, which aligns well with the account management requirements. However, specific details or keywords directly related to trade services, brokerage, clearing & settlement, or specific securities operations are not explicitly mentioned in the provided data. The candidate appears to have relevant experience but without clear evidence of specialized skills in trade services or post-trade processing, the fit is good but not perfect. | no information | |
| Susana Infurna Buscarino | UBS | Client Account Manager / Global Family Office and Institutional Wealth (GFIW) | Client Account Manager / Global Family Office and Institutional Wealth (GFIW) | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate has significant experience as a Client Account Manager and Associate Director at UBS, a major financial institution. Their roles include client relationship management with a focus on global family office and institutional wealth, which is relevant to account management. However, the profile does not explicitly mention direct experience with trade services, brokerage, clearing, or settlement. While the financial services background is strong, the specific keywords related to securities operations and trade processing were not clearly found, resulting in a solid but not perfect match. | no information | |
| Nouchine Shohreh | Hays | Expert - Strategic Client Manager IT & Banking | Expert - Strategic Client Manager IT & Banking | Cologne, North Rhine-Westphalia, Germany | Link | 7 | high | The candidate has extensive experience in account management roles, notably as a Strategic Client Manager and Senior Key Account Manager in banking and financial services. The roles include managing key accounts and client relationships, which aligns well with the account and client success management requirements. The candidate also has significant experience in trading services and related financial markets, with roles including Director of Institutional Sales for Prime Clearing Services and engagement with brokerage, clearing, and trading platforms through employers such as Societe Generale and Lehman Brothers. Although the profile does not explicitly mention all specific keywords like 'Investment API' or 'Wertpapierabwicklung,' the breadth of experience in securities, trade services, brokerage, and clearing suggests a strong potential fit for the role. Hence, a score of 7 reflects a good match with some minor gaps in explicit technology/API experience. | no information | |
| Maximilian Loebermann | Invesco | Senior Client Director - Banks / Asset Manager | Senior Client Director - Banks / Asset Manager | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate Maximilian Löbermann currently holds the position of Senior Client Director - Banks / Asset Manager at Invesco, which indicates senior-level client management experience. Previous roles include Vice President in wholesale and professional client advisory at Berenberg, and investment advisory at Julius Baer. These roles suggest strong client relationship management capabilities. However, there is no direct explicit mention of experience specifically with trading services, brokerage, clearing, and settlement, or specific securities processing keywords like Wertpapierabwicklung or trade services on the profile description available. The candidate's finance and capital markets involvement aligns well with the requirements, but the absence of focused experience in the exact domain (investment API, trade processing, settlement) slightly limits the fit. Overall, the candidate is a strong fit (score 7) mostly due to senior account management experience and exposure to banking and asset management sectors. | no information | |
| Nadja von Michalkowsky | S&P Global | Associate Director - Relationship Manager | Associate Director - Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | Nadja von Michalkowsky is currently an Associate Director - Relationship Manager at S&P Global with previous roles at Moody's and Sumitomo Mitsui Banking Corporation also in relationship management capacities. She has strong experience in client relationship management and corporate finance, which aligns well with the account management and client success management aspects of the role. However, there is no explicit mention of experience in securities trade services, brokerage, clearing, settlement or specifically related keywords such as 'trade services', 'settlement', 'brokerage', 'securities processing' in her profile summary or titles. Thus, while she has strong client management experience and financial industry expertise, the direct trade services and securities operations experience required for the Upvest role is not clearly evidenced. This results in a good but not perfect fit score of 7 out of 10. | not Limited | |
| Yordanka Delkova | ABN AMRO Clearing Bank | Client Service Manager Energy | Client Service Manager Energy | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate currently holds the position of Client Service Manager Energy at ABN AMRO Clearing Bank, a role within a clearing bank which strongly suggests experience related to trade services, securities operations, and post-trade activities. Prior roles include Securities Operations at Bethmann Bank, indicating direct experience with securities processing. Although the profile does not explicitly mention account management titles like Key Account Manager or Client Relationship Manager, the current and past roles imply relevant responsibilities in client service within the securities and clearing domain. The profile aligns well with the requirement for experience in securities, trade services, settlement, and account management in a financial services context, making this candidate a good fit for the Senior Account Manager Enterprise Clients role at Upvest, scoring 7 out of 10. | no information | |
| Steven Reinicke | Fisher Investments | Client Relationship Manager | Client Relationship Manager | Germany | Link | 7 | high | Steven Reinicke has strong experience as a Client Relationship Manager, which aligns well with the account and client success management aspect of the role. His profile shows significant client management in wealth management and investments with knowledge of capital markets and securities, which is relevant to trade and securities services. However, there is no explicit mention of direct experience in brokerage, clearing, settlement, or specific trading platform operations. His background is heavily client and wealth management focused rather than technical trade services. Given his experience and relevant financial services exposure, he is a good fit but not a perfect match, thus a score of 7 is appropriate. | not Limited | |
| Sofia Pereira | BNP Paribas | Senior Client Account Manager | Senior Client Account Manager | Germany | Link | 7 | high | Sofia Pereira is currently a Senior Client Account Manager at BNP Paribas with experience in client account management and a background in tax processing and legal roles. Her roles show strong client and account management experience at a reputable financial institution. Although no explicit mention of 'trade services,' 'brokerage,' 'clearing & settlement,' or securities processing keywords appear directly in the profile summary or experience, working at BNP Paribas, a major bank involved in capital markets, suggests relevant exposure. Her title and responsibilities align well with client relationship management, making her a strong candidate but possibly lacking explicit, clear keywords directly related to trading services or settlement specifically mentioned in the provided data. | no information | |
| Lara Fitzgibbon-Sauda | Eyb & Wallwitz Vermögensmanagement | Client Solutions Managerin | Client Solutions Managerin | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, Lara Fitzgibbon Sauda, currently holds the role of Client Solutions Managerin at Eyb & Wallwitz Vermögensmanagement, indicating relevant client management experience. Previous roles include Client Account Manager, Vice President at J.P. Morgan Asset Management and Client Service Lead Analyst at BNY Mellon. These positions are closely aligned with account management and client relationship management in financial services. However, the profile does not explicitly detail experience with trading services, brokerage, clearing, settlement, or securities operations. There is a strong financial services and client management background, but a slight lack of explicit keywords such as 'trade services', 'settlement', 'brokerage', or 'clearing' mentioned in the profile summary or titles. This places the candidate as a good but not perfect fit, scoring a 7 out of 10 for the role of (Senior) Account Manager Enterprise Clients at Upvest requiring specialized trade and settlement service experience. | no information | |
| Thorsten Benninghaus | J.P. Morgan | Investor Client Management - Coverage of EMEA Asset Management Clients | Investor Client Management - Coverage of EMEA Asset Management Clients | Frankfurt, Hesse, Germany | Link | 7 | high | Thorsten Benninghaus has extensive experience in client management at J.P. Morgan, specifically in Investor Client Management covering EMEA Asset Management Clients. His roles include senior experience with major financial institutions like Deutsche Bank and J.P. Morgan, which likely involve securities, trading services, and client relationship management. However, the profile does not explicitly mention specific keywords such as "Wertpapierabwicklung," "Trade Services," or "Settlement," but given the firms and roles, it is plausible he has relevant exposure to capital markets and trade processes. He has strong account management and client relationship skills aligned with the role. Overall, he is a strong fit but missing some explicit detailed keywords and direct mention of investment API or brokerage operations. | no information | |
| Alfred Gangkofner | Scalable Capital | Team Lead Client Success | Team Lead Client Success | Munich, Bavaria, Germany | Link | 7 | high | The candidate, Alfred Gangkofner, has extensive experience in client success and account management in the financial services sector, presently leading a client success team at Scalable Capital. His profile emphasizes skills in account management, customer relationship management, team leadership, and process optimization. However, there is no explicit mention of direct experience with trading services, brokerage, clearing, settlement, or the specific securities processing terms such as 'Wertpapierabwicklung' or 'Trade Services.' He has significant responsibility in client-related roles and financial services, which aligns well with the account management aspect, but the specialized trading and post-trade operations experience required for the Upvest role is not clearly demonstrated. Thus, a score of 7 reflects a strong fit in client management and financial services, with some uncertainty about specific trading and settlement experience. | no information | |
| Christian Kjølhede | UBS | Director - Product Manager, FX Derivatives Client and Trading Applications | Director - Product Manager, FX Derivatives Client and Trading Applications | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Christian Kjoelhede has extensive experience in managing and driving platform strategy and product capabilities for derivatives trading and client applications, currently at UBS in Frankfurt. His roles involve responsibility over trading workflows, trade execution, lifecycle management, and routing to settlement and other post-trade functions. He has also managed integration projects involving FX and PM derivatives, product ownership, and transformation programs across major financial institutions including UBS, Credit Suisse, and Jyske Bank. This experience aligns well with the need for someone with account management experience combined with knowledge about trade services, settlement, securities, and capital markets. Although the profile leans more towards product and platform management than direct account or client relationship management, his roles include managing client connectivity and supporting internal and external client needs in global markets. Keywords such as trade execution, settlement, trading platform, derivatives, and post-trade related responsibilities are well-represented in his profile. Therefore, he is a strong candidate for the (Senior) Account Manager Enterprise Clients role at Upvest with a score of 7 out of 10. | no information | |
| Axel Wahl | ATLAS Vertriebsservice GmbH | Key Account Manager Banken und Investment | Key Account Manager Banken und Investment | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, Axel Wahl, has over 20 years of sales experience in banking and insurance segments, currently serving as a Key Account Manager in the banking and investment sector. His roles indicate strong client relationship and account management skills. However, the profile does not explicitly mention experience in trading services, brokerage, clearing & settlement, or specific keywords such as 'Wertpapierabwicklung,' 'Trade Services,' or 'Investment API.' Given his extensive banking and investment account management background, he is a good but not perfect fit, scoring 7 out of 10. | no information | |
| Jan Raitman | Solaris SE | Lead Account Manager | Strategic Account | Lead Account Manager | Strategic Account | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Jan Raitman has substantial experience in account and partner management roles, most recently as a Lead Account Manager and Senior Partner Manager at Solaris SE, where he is involved in strategic partnerships, commercial strategy, and client engagement at a high level. His experience includes managing regulated financial products and navigating compliance, which aligns well with the financial and regulatory aspects of the Upvest role. However, the profile does not explicitly mention direct experience with securities processing, trade services, brokerage, clearing, or settlement, which are highly relevant keywords for this role. The account management experience is strong and there is significant exposure to financial markets, but a direct match with trade services and settlement keywords is not clearly evidenced in the profile summary. Therefore, while he is a strong candidate for an account management role in a fintech or investment environment, the fit to the specific securities and trading services domain is somewhat moderate. | not Limited | |
| Martina von Hösslin | AURETAS family trust GmbH | Client Service Manager | Client Service Manager | Hamburg, Hamburg, Germany | Link | 7 | high | Martina von Hösslin's profile shows relevant experience for the (Senior) Account Manager Enterprise Clients role at Upvest. She has held client service and security services roles, including a position specifically as 'Spezialistin Wertpapierabwicklung' (Specialist in Securities Processing) at HSH Nordbank for several years. This indicates strong experience in securities processing and trade services. Her role at Berenberg as a Security Services Specialist and current position as Client Service Manager further support her skills in client management and securities/trade services. Although the profile does not explicitly mention brokerage, clearing, or investment API experience, the relevant securities processing and client relationship management background suggest a strong potential fit. Therefore, a score of 7 out of 10 reflects a good match with some minor gaps in direct experience with brokerage and investment API services. | no information | |
| Dirk Schäfer | Schroder Investment Management GmbH | Client Relationship Manager | Client Relationship Manager | Giessen, Hesse, Germany | Link | 7 | high | The candidate, Dirk Schäfer, currently holds the position of Client Relationship Manager at Schroder Investment Management GmbH, which aligns with the requirement for experience in client relationship and account management roles. The company operates in the investment management domain, which suggests relevant exposure to securities and trading services. However, the publicly available profile lacks detailed explicit mention of key specific keywords such as 'trade services,' 'settlement,' 'brokerage,' or detailed securities operations experience. Given the account management experience in investment management and the potential overlap with securities and trading services, the candidate is a good but not perfect fit, meriting a score of 7 out of 10. | no information | |
| Elias Hoffmann | HANSAINVEST Hanseatische Investment-GmbH | Client Service Manager Financial Assets | Client Service Manager Financial Assets | Hamburg, Hamburg, Germany | Link | 7 | high | Elias Hoffmann currently holds the position of Client Service Manager Financial Assets at HANSAINVEST, indicating experience in client relationship and service management. Previous roles include Junior Client Manager in Capital Markets and Investor Services at a reputable bank, which indicates exposure to trade services, securities, and capital markets. The profile shows relevant experience in account and client management and involvement in financial asset projects and client solutions. Although direct mention of specific keywords like 'Investment API', 'Trade Services', 'Settlement', or 'Brokerage' is lacking, the combination of client service in financial assets and Capital Markets experience suggests a strong potential fit for the role of (Senior) Account Manager managing Enterprise Clients at Upvest with focus on trade services and settlement. | not Limited | |
| Youssef Bouya | DZ BANK AG | VP - Senior Relationship Manager FI & Correspondent Banking | VP - Senior Relationship Manager FI & Correspondent Banking | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate holds the position of VP - Senior Relationship Manager FI & Correspondent Banking at DZ BANK AG, managing a portfolio of financial institution clients and leading client strategies, account planning, and cross-selling, which aligns well with client relationship and account management experience. Past roles include relationship management and trade finance with exposure to financial institutions and corporate clients, showing expertise in banking and correspondent banking. However, the profile summary and experience do not explicitly mention specific keywords directly related to trading services, brokerage, clearing & settlement such as "Wertpapierabwicklung," "Trade Services," "Settlement," "capital markets," or "Investment API." While the skills suggest strong client management and financial service experience, the direct experience with trading and settlement services is not clearly highlighted, resulting in a strong but not perfect fit score of 7 out of 10. | no information | |
| Daniel Arzner-Bergenroth | Deutsche Bank | Vice President | Global Relationship Manager | Vice President | Global Relationship Manager | Munich, Bavaria, Germany | Link | 7 | high | The candidate, Daniel Arzner Bergenroth, has substantial experience in relationship and account management at Deutsche Bank, including roles such as Vice President Global Relationship Manager and Senior Relationship Manager. His responsibilities involve strategic relationship management and client coverage of large and mid-cap corporate clients, which aligns well with account management experience required. However, the profile does not explicitly mention detailed experience in trading services, brokerage, clearing, settlement, or securities processing and operations. While he has financial and banking sector experience, the specific keywords such as 'Wertpapierabwicklung', 'Trade Services', 'Settlement', 'Investment API', etc., are not explicitly present. Therefore, he might be a good fit based on account management and broad financial sector experience but lacks clear direct trade services or post-trade operational experience needed for a perfect match. | not Limited | |
| Oliver Graf | LBBW | Senior Key-Account-Manager | Senior Key-Account-Manager | Stuttgart Region | Link | 7 | high | Oliver Graf is currently a Senior Key Account Manager at LBBW, a large bank, which aligns well with the account management experience required. His role as a Senior Key Account Manager indicates responsibility for client relationships at a senior level. However, there are no explicit mentions of trading services, brokerage, clearing, settlement, or securities processing in the profile summary or titles. Given the banking industry context and seniority, it is likely he has relevant exposure but not explicitly stated. Hence, a score of 7 reflects strong account management experience with potential related financial market experience but lacks explicit keywords related to trade services and securities processing. | no information | |
| Ugur Demiral | FFB | Fidelity International | Relationship Manager - Personal Investing | Relationship Manager - Personal Investing | Kelsterbach, Hesse, Germany | Link | 7 | high | The candidate, Ugur Demiral, currently works as a Relationship Manager - Personal Investing at FFB | Fidelity International. They have extensive experience in client service roles across several financial institutions, including J.P. Morgan and BNP Paribas Securities Services. Their roles have included Client Service Specialist in Wealth Management and Tax Counsel in Securities Services, indicating experience with securities and post-trade services. However, the profile lacks explicit mention of 'Account Manager' titles or direct mention of handling key enterprise clients or Investment API services. The candidate demonstrates strong relevant experience in securities processing, trade services, and client relationship management, which aligns well with the role but slightly misses specific API and brokerage system experience. Hence, the score is a strong 7 out of 10 for fit. | not Limited | |
| Joan Meurer | Tradewind | Head of Client Management Europe | Head of Client Management Europe | Willich, North Rhine-Westphalia, Germany | Link | 7 | high | Joan Meurer currently holds the position of Head of Client Management Europe at Tradewind, and previously was Client Manager and held roles related to transactional risk and global operations. Tradewind specializes in cashflow solutions including factoring, credit, collections, and accounts receivable management, which implies strong client relationship and account management skills. While the profile does not explicitly mention all key terms such as "Investment API," "brokerage," "clearing," or "settlement," the candidate has relevant account management experience and involvement in financial services operations. The combination of client management expertise and exposure to trade services-related areas makes her a potentially good fit for the Senior Account Manager Enterprise Clients role at Upvest, albeit not a perfect match due to some missing explicit keywords related to securities and post-trade services. | not Limited | |
| Frank Brunner | Societe Generale Corporate and Investment Banking - SGCIB | Managing Director - Senior Relationship Manager | Managing Director - Senior Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate has over 20 years of professional experience in banking with a strong focus on relationship management and capital markets financing. Currently a Managing Director - Senior Relationship Manager at Societe Generale Corporate and Investment Banking, with a track record of client relationship management in financial institutions. The profile includes experience related to capital markets and equities, which aligns with trade and settlement services. However, there is no explicit mention of specific keywords such as Wertpapierabwicklung, WP-Abwicklung, Trade Services, Settlement, post-trade, or brokerage custody directly, which are core to the role. The candidate's seniority and experience with financial clients and capital markets indicate a strong potential fit but without direct evidence of specific trade services or investment API experience, the match is not perfect but strong. | no information | |
| Marc-André Schliewe | LSEG (London Stock Exchange Group) | Senior Customer Success Manager | Trading | Senior Customer Success Manager | Trading | Greater Dusseldorf Area | Link | 7 | high | The candidate, Marc Andre Schliewe, has extensive experience in client success and account management roles within financial services, particularly related to trading, market data, and financial workflow solutions. His current role as Senior Customer Success Manager at LSEG (London Stock Exchange Group) involves driving commercial value, customer engagement, and retention for solutions related to trading, FX Trading, and enterprise risk - all highly relevant to the investment API and trade services environment. He also has a strong background with Refinitiv and Thomson Reuters in client management and training roles focused on fixed income, FX, and financial markets data. Although the profile does not explicitly mention brokerage, clearing, or settlement services keywords, the broad involvement in trade services, capital markets, and securities-related workflows suggests a very good match for the role. Thus, a score of 7 out of 10 reflects strong relevance with some room for more direct experience in core settlement and brokerage functions. | no information | |
| Xinrui Fan | Commerzbank AG | Relationship Manager - Financial Institutions | Relationship Manager - Financial Institutions | Germany | Link | 7 | high | The profile shows current experience as a Relationship Manager - Financial Institutions at Commerzbank, indicating strong account management skills. The candidate has experience in banking and financial institutions which likely involves securities and trading services exposure. Past roles include Sales & Trading, Investment Banking Equity Capital Markets, and a role at Deutsche Börse in Onboarding & Business Excellence, which provide relevant experience related to trading platforms, capital markets, and settlement processes. However, the profile does not explicitly mention 'Investment API' or direct work in brokerage, clearing, or post-trade services, which slightly lowers the fit score. Overall, this candidate has a strong relevant background for the role but lacks some specific keywords and direct experience in certain areas mentioned in the job. | not Limited | |
| Johanna Gelfort | Union Investment Institutional | Client Relationship Managerin | Client Relationship Managerin | Frankfurt, Hesse, Germany | Link | 7 | high | Johanna Gelfort's current role is Client Relationship Managerin at Union Investment Institutional, which aligns well with the account management requirement. She has held various roles related to client management at Union Investment, including senior customer service in investment depot business, indicating relevant experience in client relationship and account management. While the profile does not explicitly mention all the key keywords like 'trade services', 'settlement', 'brokerage' or 'securities processing', her work at a major investment company strongly suggests familiarity with securities and capital markets, a relevant context for Upvest's Investment API service. The role and company size indicate experience with enterprise-level clients, matching the senior account manager profile needed. Overall, Johanna appears to be a good fit with a few assumptions about domain-specific trading and settlement experience. | no information | |
| Nestor Kalala | Societe Generale Corporate & Investment Banking | Client Manager _Corporates Cash Management | Client Manager _Corporates Cash Management | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Nestor Kalala, currently works as a Client Manager in Corporates Cash Management at Societe Generale Corporate & Investment Banking since 2016 and previously held a role in Client Relationship Management support at the same firm. This indicates strong client management experience. The banking and investment context of Societe Generale Corporate & Investment Banking suggests familiarity with trading services, settlement, and securities operations, though no explicit keywords like 'trade services', 'settlement', or 'investment API' are mentioned in the profile. The candidate's long tenure in roles closely related to client management in a major banking institution with capital market operations suggests a good fit for the Senior Account Manager Enterprise Clients role, aligning well with account management and relevant financial services experience. However, some specific keywords directly tied to brokerage or investment API fintech are not explicitly referenced, so the fit is strong but not perfect. | no information | |
| Michael Maisel | Lupus alpha Asset Management AG | Customer Service Manager | Customer Service Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Michael Maisel has extensive experience in banking and investment sectors, with roles covering trading systems, market data services, investment banking auditing, and application management in asset management. His experience includes project management related to trading systems, contract management with market data vendors, and business analysis for trading platforms. However, his current and most recent roles focus more on customer service management and application management, with less explicit emphasis on direct account management roles or client relationship management for securities trading or investment APIs. While he demonstrates strong domain knowledge in trade services, securities processing, and investment platforms, the specific account management and client impact roles are less emphasized in the profile. | no information | |
| Ebru Otkan-Schroeder | M&G Investments | Client Service Manager, Global Operations Clients Support | Client Service Manager, Global Operations Clients Support | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, currently a Client Service Manager at M&G Investments, has strong experience in client service and support within global operations. Previous roles include Derivatives Support Broker and Funds Onboarding at Allianz Global Investors, Fixed Income Bonds Sales Support at BNP Paribas Corporate and Institutional Banking, and Equity Trade Floor Support at Concord Investmentbank AG. These roles indicate experience related to securities, trading services, and post-trade operations. Although the profile does not explicitly mention all keywords such as 'Wertpapierabwicklung' or 'Investment API,' the background in derivatives, fixed income, equity trade floor support, and client service management aligns well with the required account management and trade services experience for the Senior Account Manager role at Upvest. Hence, a score of 7 reflects a strong but not perfect match. | no information | |
| Onur Karakoc | Universal Investment | Senior Relationship Manager Institutional Clients | Senior Relationship Manager Institutional Clients | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate is currently a Senior Relationship Manager Institutional Clients at Universal Investment since 2017, indicating strong client relationship and account management experience. Previous roles include positions at Deutsche Bank and IVG Institutional Funds, which suggest exposure to financial services. The current role and past financial services experience suggest a good understanding of investment products and client relationship management essential for an Account Manager role at Upvest. However, the profile does not explicitly mention specific keywords such as 'trade services', 'brokerage', 'clearing', 'settlement', or 'Investment API' which are critical for this role. This results in a very good match but not a perfect fit. | not Limited | |
| Stephan Dohmen | Salesforce | Senior Account Executive Tableau - Retail | Senior Account Executive Tableau - Retail | Hofheim am Taunus, Hesse, Germany | Link | 7 | high | Stephan Dohmen has over three decades of experience in sales, key account management, and software solutions primarily within the financial services industry. His roles at Microsoft, Thomson Reuters, and Salesforce demonstrate strong account management expertise, including managing key and global accounts related to financial and banking sectors. He has experience with trading and risk platforms at Reuters, which is relevant to trade services and securities. However, there is no explicit mention of direct experience in brokerage, clearing & settlement, or securities operations using exact keywords like 'Wertpapierabwicklung' or 'post-trade.' Given his strong background in client relationship management and exposure to capital market technologies, he is a good fit but not a perfect match, hence a score of 7 out of 10. | no information | |
| Christian Enters | ODDO BHF | Senior Relationship Manager, Director | Senior Relationship Manager, Director | Düsseldorf, North Rhine-Westphalia, Germany | Link | 7 | high | The candidate, Christian Enters, is a Senior Relationship Manager, Director at ODDO BHF since 2017, with a strong background in private wealth management and investment management from previous roles at Deutsche Bank and Sal. Oppenheim. This shows significant account management experience at senior levels in financial services. However, there is no explicit mention of direct experience with trading services, brokerage, clearing, or settlement in the available profile data. Given the high similarity in client relationship roles and finance experience, the candidate is a good potential fit but lacks clear evidence of specific trade services and settlement expertise required for the Upvest role. | not Limited | |
| Florian Amrhein | SCHUNCK GROUP | Teamlead Sales/Client | Teamlead Sales/Client | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate currently holds the position of Teamlead Sales/Client and Senior Account Manager at SCHUNCK GROUP, indicating strong account management experience. The roles suggest client relationship and key account management skills. However, there is no explicit mention of experience related to trading services, brokerage, clearing, settlement, securities processing, or investment API, which are critical for this role at Upvest. The candidate has relevant account management expertise but lacks clear evidence of the required trading or securities-specific experience, hence a score of 7 reflecting good but not perfect fit. | no information | |
| Ngoc Anh Vu | S&P Global Market Intelligence | Senior Customer Success Manager - Strategic Accounts | Senior Customer Success Manager - Strategic Accounts | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, currently a Senior Customer Success Manager - Strategic Accounts at S&P Global Market Intelligence, has over 10 years of experience in customer relationship management and client impact roles, focused on financial data, tools, and analytics for strategic customers in Europe. Their experience includes maintaining global strategic customer bases and helping clients extract value from financial services, indicating strong account management skills. However, the profile does not explicitly mention direct experience with trading services, brokerage, clearing, or settlement processes nor specific keywords like Wertpapierabwicklung, Trade Services, Settlement, or Investment API. The profile's finance and customer success focus is relevant but lacks explicit direct experience with trade services and securities operations required for the role. Therefore, the fit score is 7 out of 10. | not Limited | |
| Jana Heydel | UNIVERSUM Inkasso GmbH | Client Settlement Manager | Client Settlement Manager | Frankfurt am Main, Hesse, Germany | Link | 7 | high | The candidate holds the position of Client Settlement Manager at UNIVERSUM Inkasso GmbH, which directly aligns with the key requirement of managing settlement and trade services. The title and responsibilities indicate experience with client relationship management in a trade/settlement-related field, which is highly relevant for the Senior Account Manager Enterprise Clients role at Upvest. While detailed specifics about brokerage, clearing, or direct investment API experience are not explicitly mentioned, the core competencies in client settlement and account management are evident, justifying a strong match score of 7 out of 10. | no information | |
| Jaya Sharma | Wells Fargo | Vice President, Head of Client Service EMEA | Vice President, Head of Client Service EMEA | Frankfurt, Hesse, Germany | Link | 7 | high | Jaya Sharma has a strong background in client service management within the financial services industry, currently serving as Vice President, Head of Client Service EMEA at Wells Fargo. Her experience spans 17 years, including roles focused on payments and trade, which are relevant to the trading services and transaction processing aspects of the role. Titles such as Head of Client Service and Client Service Manager indicate experience in managing client relationships and accounts. Although the profile does not explicitly list all the specific keywords related to securities trade services, brokerage, clearing, and settlement, her senior roles in a major financial institution suggest familiarity with trade services and post-trade processes. This makes her a good fit for the Senior Account Manager role focused on investment API services with trade and settlement. | no information | |
| Lars Wiemer | London Stock Exchange Group (LSEG) | Customer Success Manager | Trading | Customer Success Manager | Trading | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Lars Wiemer is currently a Customer Success Manager in Trading at London Stock Exchange Group, a leading financial markets infrastructure and data provider. His role involves advising clients on financial data, news, and research solutions with a focus on trading, which aligns well with account management responsibilities. He has prior experience in similar roles at Refinitiv and Thomson Reuters, which are significant financial services firms. However, while he has a strong background in trading and customer success, direct mentions of securities processing, brokerage, clearing, and settlement are not explicitly detailed in the profile summary. The fit is strong on client management and trading services but lacks explicit mention of some specific keywords related to post-trade processing and settlement. Hence, a score of 7 reflects a good but not perfect match to the role requirements. | no information | |
| André P. | PIMCO | Vice President, Account Manager | Vice President, Account Manager | Munich, Bavaria, Germany | Link | 7 | high | The candidate holds a senior account management role (Vice President, Account Manager) at PIMCO, a significant investment management firm. Their roles over several years have been focused on account management in the investment and asset management space, which aligns well with client relationship management and key account management experience. However, the profile does not explicitly mention direct experience with trading services, brokerage, clearing & settlement, or specific keywords related to securities processing or trade services, which are key requirements for the role at Upvest. The candidate has relevant investment industry background but lacks explicit stated experience in the core specialized areas requested for the Upvest role, resulting in a strong but not perfect fit. | no information | |
| Cornelia Cammann | Helaba | Client Relationship Manager a.D. | Client Relationship Manager a.D. | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Cornelia Cammann currently holds the role of Client Relationship Manager a.D. at Helaba, focusing on Relationship Management for large corporate clients. Additionally, she has prior experience as a Relationship Manager at Société Générale. The titles indicate experience in client relationship management which aligns with the role requirements. However, the profile summary and experience details available do not explicitly mention keywords such as trading services, brokerage, clearing, settlement, securities, trade services, or investment API. The experience appears relevant to client relationship management and possibly capital markets given the company profiles, but critical explicit experience in trade services and securities operations is not clearly stated. Thus, she is a reasonably good fit with some gaps in the very specific technical keywords required for this investment API fintech role. | no information | |
| Steffen Wagener | Union Investment Institutional | Client Relationship Manager | Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate, Steffen Wagener, currently holds the position of Client Relationship Manager at Union Investment Institutional, which aligns well with the requirement for experience in client relationship or account management. The profile includes relevant financial and investment industry experience, including roles at Deutsche Bank and ODDO BHF, which suggests familiarity with securities, trading, and financial services. However, there is no explicit mention of specific keywords such as "Trade Services," "Settlement," "brokerage," or detailed experience with trade processing or investment APIs. Given the strong account management background in financial institutions but lack of explicit fintech or investment API experience, the fit score is 7 out of 10. | no information | |
| Gerold Niebergall | Finastra | Account Manager | Account Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Gerold Niebergall is currently an Account Manager at Finastra, a large company in the financial software sector. The role indicates significant experience in account management. Finastra is known for products in trade services, securities, and settlement solutions in capital markets, suggesting relevant domain experience. Gerold's previous roles do not contradict this experience. The profile lacks explicit keywords like 'Investment API' or explicit brokerage and clearing responsibilities, but given the company and role, it is likely related. Hence, a solid fit with some minor gaps in explicit mention of all desired keywords and tasks. | no information | |
| Armin Helmstetter | LSEG (London Stock Exchange Group) | Implementation Relationship Manager | Implementation Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Armin Helmstetter has extensive experience in technical account management roles within the financial services sector, including at LSEG (London Stock Exchange Group) and Refinitiv (an LSEG business). His current role as Implementation Relationship Manager involves managing technical relationships with customers, product implementation, and engagement around financial data products. While his profile lacks explicit mention of direct account management titles like Key Account Manager or Client Impact Manager, his experience includes significant client interaction and relationship management aspects. Additionally, he has a background linked to capital markets infrastructure, which aligns well with the trading services, settlement, and securities operations focus of the role. Therefore, he is a strong candidate with relevant technical and client-facing account management experience, especially in investment and trading platforms, meriting a score of 7. | no information | |
| Oliver Schmitz | Eyb & Wallwitz Vermögensmanagement GmbH | Senior Relationship Manager | Senior Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | Oliver Schmitz has extensive experience in client relationship management and senior account management roles, including titles such as Senior Relationship Manager, Senior Sales Director Wholesale, and Senior Client Servicing Manager. He has worked in asset management and investment firms with a focus on client services and sales. However, the profile does not explicitly mention direct experience with trading services, brokerage, clearing & settlement, or securities processing keywords like 'trade services', 'settlement', 'capital markets', or 'investment API'. Given the seniority and client management experience combined with the proximity to investments and wholesale clients, he is a strong candidate but may lack some of the very specific technical experience in securities operations and trading platforms as required for the role at Upvest. | no information | |
| Lars Benthien | HANSAINVEST Hanseatische Investment-GmbH | Key Account Manager Financial Assets bei HANSAINVEST Hanseatische Investment-GmbH | Key Account Manager Financial Assets bei HANSAINVEST Hanseatische Investment-GmbH | Lübeck, Schleswig-Holstein, Germany | Link | 7 | high | Lars Benthien is currently a Key Account Manager Financial Assets at HANSAINVEST, a financial services company, and has previous experience as a Client Service Executive at Deutsche Bank. These roles likely involve account management and client relationship management. While the profile does not explicitly mention all the detailed keywords such as 'trade services', 'settlement', 'brokerage', or 'securities operations', the context of his roles in financial assets and at Deutsche Bank strongly indicates relevant experience in securities, trading platforms, and related financial services. Given this background, he appears to be a strong fit for the (Senior) Account Manager Enterprise Clients role at Upvest. The score of 7 reflects a strong match based on available information but acknowledges some missing explicit keyword matches on the profile. | no information | |
| Marcus Kaht | Deutsche Bank | Relationship Manager German Midcaps | Relationship Manager German Midcaps | Cologne, North Rhine-Westphalia, Germany | Link | 7 | high | The candidate has extensive experience at Deutsche Bank in multiple roles related to trade finance, product specialization in trade finance structuring, risk management services, and sales in trade finance. They are currently a Relationship Manager for German Midcaps, indicating account management experience. While the profile mentions trade finance and structuring, explicit mentions of brokerage, clearing, settlement, or securities operations are not detailed in the available information. However, the strong background in trade finance, risk management, and relationship management with clients in a major financial institution like Deutsche Bank makes them a strong fit for the role requiring account management and trade services knowledge in the capital markets and securities trading domain. | no information | |
| Andreas Kuschel | msg for banking ag | Abteilungsleiter, Delivery-Manager IT-Consulting, Accountmanager | Abteilungsleiter, Delivery-Manager IT-Consulting, Accountmanager | Cologne, North Rhine-Westphalia, Germany | Link | 7 | high | The candidate Andreas Kuschel has substantial experience in account management and client success, currently serving as an 'Abteilungsleiter, Delivery-Manager IT-Consulting, Accountmanager' at msg for banking ag. His background includes senior management responsibilities for project delivery and account management, particularly in banking IT consulting. Notably, he has experience with securities, trade services, settlement processes, and capital markets through roles involving payment operations, ISO20022 transformation projects, settlement processes, and capital markets processing streams (EURO1, SWIFT CBPR+, SEPA). However, the profile does not explicitly mention direct brokerage, securities processing, or investment API-specific experience. Overall, his experience aligns well with the key tasks and main experience requirements for the role of (Senior) Account Manager Enterprise Clients at Upvest, especially in account management and securities trade services, but lacks some explicit keywords related to brokerage and investment APIs. Hence, the fit score is 7 out of 10. | no information | |
| Carlotta Weschke | PIMCO | Vice President, Account Manager | Vice President, Account Manager | Germany | Link | 7 | high | The candidate, Carlotta Weschke, currently holds the position of Vice President, Account Manager at PIMCO, a significant role suggesting relevant account management experience. The roles listed include client and account management positions, which aligns well with the desired experience. However, the profile does not explicitly mention direct experience with trading services, brokerage, clearing, or settlement as keywords like WP-Abwicklung, trade services, or securities processing are not clearly indicated. Her strong background in account management at a financial firm likely provides some exposure to investment and securities-related services but lacks explicit confirmation of all the critical specialized areas required. Therefore, the fit score is solid but not perfect. | no information | |
| Tuba Schumacher | Commerzbank AG | Director - FI Senior Relationship Manager CEE / Türkiye | Director - FI Senior Relationship Manager CEE / Türkiye | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, Tuba Schumacher, has extensive experience at Commerzbank AG, currently serving as Director - FI Senior Relationship Manager CEE / Türkiye, which aligns well with account management responsibilities. Her past roles include client relationship management and trade finance, indicating experience in client and trade services. However, there is no explicit mention of key words such as settlement, brokerage, clearing, or detailed securities operations. The strong banking and corporate client management background combined with trade finance exposure makes her a good fit, but not a perfect one for a specialized Investment API role in trading services and settlement. | not Limited | |
| Dennis Rangnau | Standard Chartered Bank | Relationship Manager / Associate Director, Client Coverage Financial Institutions | Relationship Manager / Associate Director, Client Coverage Financial Institutions | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate Dennis Rangnau holds relevant roles as Relationship Manager / Associate Director in client coverage for financial institutions at Standard Chartered Bank and previously at Deutsche Börse and Commerzbank AG. These roles suggest strong account management experience and exposure to financial institutions. His tenure at Deutsche Börse, a key player in securities trading and settlement, aligns well with the trade services and securities processing requirements. The current and past roles demonstrate experience in client relationship management and industry exposure to capital markets and trading platforms, making him a strong candidate for the (Senior) Account Manager Enterprise Clients role at Upvest related to investment APIs and trade services. However, exact details on involvement with investment APIs or direct securities settlement services were not explicitly stated, so a score of 7 indicates a good but not perfect fit. | not Limited | |
| Stefan Ebert | FNZ Bank | Leiter Customer Service | Leiter Customer Service | Augsburg, Bavaria, Germany | Link | 7 | high | The candidate has significant leadership and account management roles related to customer service and account handling within financial institutions, specifically FNZ Bank and Augsburger Aktienbank. Their experience includes managing departments responsible for securities processing, customer orders, and related back-office operations, which align with trade services, settlement, and securities operations. The candidate also has experience in process responsibility and project involvement in IT, compliance, and efficiency—relevant for an Investment API platform environment. However, the profile does not explicitly mention direct client relationship management or sales-focused account manager roles, nor does it detail specific experience with trading platforms, capital markets, or brokerage beyond operational roles. This makes the fit strong but not perfect for a senior account manager role focused both on client management and trading/brokerage services. | no information | |
| Florian Gelbe | Hauck & Aufhäuser Fund Services S.A. | Client Relationship Manager - Real Assets | Client Relationship Manager - Real Assets | Trier Region | Link | 7 | high | Florian Gelbe currently holds the title Client Relationship Manager - Real Assets at Hauck & Aufhäuser Fund Services S.A. He has prior experience in client services and corporate services at financial institutions. His roles align with client relationship management and account management. Although the profile does not explicitly list keywords such as 'trade services', 'settlement', 'brokerage', or 'clearing', his experience at financial institutions focused on capital markets and client services suggests relevant domain exposure. Overall, Florian Gelbe shows strong potential fit with account management experience and some relevant capital markets exposure, scoring 7 out of 10 for the role at Upvest. | not Limited | |
| Ronny Baase | HANSAINVEST Hanseatische Investment-GmbH | Plattform Manager | Plattform Manager | Hamburg, Hamburg, Germany | Link | 7 | high | Ronny Baase's current and past roles show significant experience in platform management and trade services within the investment and securities domain. His roles at HANSAINVEST and Fondsbörse Deutschland Beteiligungsmakler AG indicate involvement with trade services, securities processing, and client solutions. While his titles do not explicitly state 'Account Manager' or similar, his engagement with client solutions and project funds suggests related experience potentially relevant to client relationship management. The keywords and sectors related to securities, trade services, settlement, and post-trade processing match well with the role requirements. Therefore, he is a strong candidate with a good fit score of 7 out of 10 for the (Senior) Account Manager Enterprise Clients role at Upvest. | no information | |
| Christian Kostka | Bethmann Bank | Senior Relationship Manager | Senior Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Christian Kostka has extensive experience in client relationship management roles, including Senior Relationship Manager at Bethmann Bank and LGT. His roles involve managing clients such as independent asset managers and multi-family offices and offering services related to capital markets products. His experience spans over 20 years with significant time at Deutsche Bank, holding roles related to capital markets which align with securities and trade services. While specific keywords like "Wertpapierabwicklung," "Trade Services," "Settlement," and detailed securities operations are not explicitly mentioned, his background in capital markets advisory and senior banking roles indicate strong familiarity with these domains. His roles demonstrate a high level of client impact management and account management experience relevant to the Upvest role. Overall, he is a strong candidate with relevant senior account management experience and solid exposure to capital markets but lacks explicit mention of technical specifics of trading platform API or post-trade processing. | not Limited | |
| Dmitrijs L. | SEB | Team Manager Custody Services | Team Manager Custody Services | Berlin, Berlin, Germany | Link | 7 | high | Dmitrijs L. is currently a Team Manager Custody Services at SEB, a large financial institution, which indicates relevant experience in securities and custody operations closely related to trade services and settlement. His role and background align well with key experience required for account management in investment API fintech contexts, including securities processing and custody, which are critical parts of post-trade services. However, there is limited explicit information on direct account management or client relationship roles, which reduces the fit score slightly. The overall profile shows strong domain expertise relevant to the role with some gaps in direct client management experience. | no information | |
| Charlotte Törmer | Commerzbank AG | Relationship Manager Financial Institutions | Relationship Manager Financial Institutions | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate is currently a Relationship Manager Financial Institutions at Commerzbank AG since October 2014 and has held various relationship management roles at Commerzbank AG and Dresdner Bank AG since 1986. The experience reveals strong background in client relationship management and financial institutions. However, the profile does not explicitly mention expertise or direct work in trading services, brokerage, clearing and settlement, or securities processing and operations which are critical for the role. The extensive experience in financial institutions and account management is a strong foundation but lacks clear evidence of the specific securities and trade services experience required for the Upvest role. | no information | |
| Rebecca Kramer | Franklin Templeton Investments | TA Client Executive - Customer Service | TA Client Executive - Customer Service | Egelsbach, Hesse, Germany | Link | 7 | high | Rebecca Kramer has over 20 years of experience in the investment industry, which aligns well with the needs of the role. Her current and past roles at Franklin Templeton include positions such as Senior Analyst - GSS Vendor Oversight and TA Client Executive - Customer Service. These roles suggest experience with client service and operational oversight. While specific keywords related to trade services, securities processing, brokerage, clearing, and settlement are not explicitly stated in the provided data, her long tenure at an investment company and roles involving client service and operations imply relevant exposure. Her professional reliability and experience managing business relationships further support her fit. The profile does not explicitly mention direct experience as an account manager or specific trade services keywords, but the overlap in responsibilities and industry suggests a good potential match for the position. | no information | |
| Ulrike Sauer | Universal-Investment-Luxembourg S.A. | Product Solutions Manager | Product Solutions Manager | Saarland | Link | 7 | high | The candidate, Ulrike Sauer, has significant experience in client relationship management and client service management. She has worked as a Product Solutions Manager coordinating the operational set-up for securities funds, including fund-setup and regulatory approval processes, which is relevant to securities and trade services. She has also held roles directly involved with Wertpapierabwicklung (securities processing), which aligns well with the job's focus on trading services, settlement, and securities operations. Although there is no explicit mention of brokerage or clearing, her extensive background in securities processing and client management in financial institutions suggests a strong fit. Overall, she has the relevant experience in client relationship management and securities operations needed for the role at Upvest, but the fit is not a perfect 10 because some specific trading platform or API experience is not clearly stated. | not Limited | |
| Encarna Alonso | Commerzbank AG | Relationship Manager | Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate is currently a Relationship Manager at Commerzbank AG since 2014 and has extensive experience in client relationship management. The roles include 'Relationship Manager' and 'Relationship Service Manager' which align well with account management responsibilities. The involvement with FI Latin America and FI Africa suggests familiarity with financial instruments and possibly trade services. However, there is no explicit mention of direct experience with securities processing, trade services, settlement, or brokerage-related operations on the profile. Given the strong account management background and working in a bank with likely exposure to financial products, the candidate is a reasonably good fit but lacks explicit keyword evidence for securities and trade services experience. Hence a score of 7 out of 10. | no information | |
| Alexander Wormsbecher | Union Investment | Client Relationship Manager | Client Relationship Manager | Butzbach, Hesse, Germany | Link | 7 | high | Alexander Wormsbecher is currently a Client Relationship Manager at Union Investment, a company in the investment sector, which is relevant for the Upvest role. He has experience in client relationship management and account management, which fits the requirement for handling client success. His previous roles include Junior Account Manager and business consulting in finance-related areas, showing relevant professional growth in a financial environment. However, the profile does not explicitly list experience with trading services, brokerage, clearing & settlement, or securities-related operations explicitly. Given his experience is strongly finance and client management focused, he is a good but not perfect match, scoring a 7 out of 10 for the role. | not Limited | |
| Michael Jarmus | LBBW | Key Account Manager (Executive Director), Large Corporates | Key Account Manager (Executive Director), Large Corporates | Stuttgart Region | Link | 7 | high | The candidate, Michael Jarmus, currently holds a role as Key Account Manager (Executive Director), Large Corporates at LBBW, showing relevant account management experience. His past roles include Senior Relationship Manager and Director positions at notable banking institutions such as Citi, DZ BANK AG, and Barclays, indicating strong relationship management and corporate finance expertise. He also has experience as an Operations Specialist at Salomon Brothers AG, which may touch on operations relevant to trade services. However, specific explicit mentions of securities processing, trade services, settlement, brokerage, or investment API experience are not clearly indicated in the visible profile summary or titles. Given the seniority, financial services background, and client relationship roles, he is a good fit but not a perfect match due to lack of explicit trade services and settlement keywords in the profile summary. | no information | |
| Jens Lah | HypoVereinsbank - UniCredit - Deutschland | Senior Client Relationship Manager | Senior Client Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate currently holds a Senior Client Relationship Manager position at HypoVereinsbank - UniCredit, with prior roles including Director at Commerzbank and Manager positions at Dresdner Kleinwort Wasserstein and Dresdner Bank AG. The experience shows strong client relationship management and account management background in banking and finance sectors. However, the profile does not explicitly mention trade services, brokerage, clearing, or settlement specifically, although involvement in corporate and investment banking suggests relevant exposure. Keywords like 'securities,' 'trade services,' or 'settlement' are not explicitly present, which slightly lowers the perfect fit score. Overall, the candidate appears highly suitable for the role with some inferred experience in related areas. | no information | |
| Diana Runge | Ampega | Senior Client Relationship Managerin | Senior Client Relationship Managerin | Cologne, North Rhine-Westphalia, Germany | Link | 7 | high | The candidate, Diana Runge, has significant experience as a Senior Client Relationship Manager at Ampega, focusing on client relationship management and capital investment controlling for insurance companies, including international subsidiaries. She also held a previous role as a Specialist in Settlement at the same company, which suggests relevant experience in settlement processes and possibly securities operations. While the profile does not explicitly mention trading services, brokerage, or investment API, her involvement in capital investment controlling and settlement aligns well with some key aspects of the role. Her account management experience is clearly strong, and the connection to settlement and investment controlling is relevant, making her a potentially good fit for the Senior Account Manager Enterprise Clients position at Upvest, with a score of 7 out of 10. | no information | |
| Ursula Schneider | State Street | Teamleader Client Service Operations, Assistant Vice President | Teamleader Client Service Operations, Assistant Vice President | Germany | Link | 7 | high | The candidate, Ursula Schneider, has substantial experience in client service operations and custody services, having roles such as Teamleader Client Service Operations at State Street and Custody & Fund Accounting Manager. Her experience at financial institutions like State Street and Deutsche Bank with roles related to custody services and fund accounting indicates strong exposure to securities operations and trade services. While there is no explicit mention of direct account management or key account management in the profile, her senior role and leadership in client service operations imply significant client management responsibilities. The keywords related to trade services, settlement, custody, and securities processing align well with the job requirements. Therefore, she is a strong potential fit for the Senior Account Manager Enterprise Clients role at Upvest, scoring 7 out of 10. | not Limited | |
| Shiwangi Kaushik | State Street | SENIOR CLIENT SERVICE & OPERATIONS ASSOCIATE | SENIOR CLIENT SERVICE & OPERATIONS ASSOCIATE | Germany | Link | 7 | high | The candidate has strong experience in client service and operations within major financial institutions such as State Street, Bank of America Merrill Lynch, and BNY Mellon. Their role at State Street involves leading middle-office operations for investment clients, including trading execution, regulatory reporting, and confirmations, which aligns well with trading services and securities operations. They also have experience in regulatory governance, risk controls, and operating models in financial environments, supporting client relationship and account management skills. Keywords related to trade services, settlement, securities, and client success management are present in their profile. However, the profile lacks explicit mention of direct key account management or sales titles and the exact terminology 'brokerage' or 'clearing' is not prominently stated. Overall, the candidate is a strong fit with relevant skills and experience but not a perfect match for all aspects of the role. | no information | |
| Alexander Stähler | Avaloq | Key-Account-Manager | Key-Account-Manager | Düsseldorf, North Rhine-Westphalia, Germany | Link | 7 | high | The candidate Alexander Stähler is currently a Key-Account-Manager at Avaloq, a company relevant to financial services which suggests experience in managing key client relationships. Prior experience includes roles at Deutsche WertpapierService Bank AG, which indicates exposure to securities services and transactional processing associated with trade services and settlement. Although the profile does not explicitly mention all keywords related to trading services and brokerage in detail, the combination of account management and financial service experience strongly aligns with the requirements for the (Senior) Account Manager role at Upvest. Therefore, the candidate is a good fit with a score of 7 out of 10, considering some missing explicit details on trading and settlement processes. | no information | |
| Sofia Catalão | BNP Paribas | Tax Account Manager - Global and Local Custody | Tax Account Manager - Global and Local Custody | Germany | Link | 7 | high | The candidate currently holds the position of Tax Account Manager - Global and Local Custody at BNP Paribas, a large financial institution. The roles include account management as well as custody, which is related to securities services and trade services. Though the title is focused on tax, the candidate's experience in global and local custody suggests exposure to trade services, settlement, and securities operations. This fits well with the requirements of the role for client relationship management and experience in securities, trading platforms, and settlements. However, the exact details of involvement in trading platform API or investment platform specifics are not clearly stated, which prevents a perfect score. | no information | |
| Christoph Wörlein | LBBW Landesbank Baden-Württemberg | Key-Account-Manager | Key-Account-Manager | Cadolzburg, Bavaria, Germany | Link | 7 | high | The candidate has over 30 years of experience in the banking sector, with more than 15 years managing high-net-worth private clients. Currently, they are a Key Account Manager at LBBW Landesbank Baden-Württemberg, which aligns well with the account management requirement. However, the profile does not explicitly mention experience with trading services, brokerage, clearing, settlement, or securities processing keywords such as 'Wertpapierabwicklung', 'Trade Services', 'Settlement', 'Investment API' or related technical keywords. The long banking background and senior role imply some relevant exposure to securities and capital markets, but the lack of direct mention lowers the perfect match score. Overall, the candidate is a strong fit for client/account management but may have limited explicit trading service operations experience required for Upvest. | no information | |
| Dirk Berse | Amundi | Senior Client Service Manager DPM Solutions | Senior Client Service Manager DPM Solutions | Munich, Bavaria, Germany | Link | 7 | high | The candidate, Dirk Berse, currently holds the position of Senior Client Service Manager DPM Solutions at Amundi, a large asset management company. He has prior experience as a Client Account Manager Institutional and Investment Operations Expert, along with a role at Societe Generale Securities Services. His roles suggest substantial experience in client relationship and account management. While his current and past roles involve investment and asset management, the profile does not explicitly mention trading services, brokerage, clearing, settlement, or securities processing keywords directly. However, the experience at Societe Generale Securities Services implies familiarity with securities services. Therefore, he likely has relevant experience but lacks explicit, detailed indications on trade services and clearing/settlement, resulting in a solid but not perfect fit score of 7 out of 10. | no information | |
| Martin Neuschmid | FNZ Bank S.E. | Key-Account-Manager | Key-Account-Manager | Greater Munich Metropolitan Area | Link | 7 | high | The candidate, Martin Neuschmid, has extensive experience in key account management and client relationship roles across multiple financial institutions, including a current position as Key-Account-Manager at FNZ Bank S.E. since 2014. His past roles include senior key account management and client acquisition similar to account management functions. While his profile does not explicitly mention direct experience with trading services, brokerage, clearing, and settlement using the key terms specified, his background in asset management, securities advisory, and roles involving client management in related financial sectors suggests relevant exposure to securities processing and trade services. This makes him a strong potential fit for the Senior Account Manager Enterprise Clients role at Upvest with a score of 7 out of 10. | no information | |
| Judith Heinze | Nasdaq Calypso Technology | Principal Customer Success Manager | Principal Customer Success Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Judith Heinze currently holds a position as Principal Customer Success Manager at Nasdaq Calypso Technology, which is a relevant FinTech company known for capital markets and trading technology solutions. Her experience includes customer success management roles and product management roles focused on securities finance and trade services. Prior roles involved supporting sales processes and handling securities finance products, which align well with the key experience requirements around securities, trade services, brokerage, clearing, and settlements. She also holds Certified Customer Success Manager certifications. Although there is no explicit, detailed mention of direct account management titles such as Key Account Manager, her roles are closely related to client success and client impact management. Therefore, based on her experience with securities operations and client management in a trading technology environment, she is a strong fit for the (Senior) Account Manager Enterprise Clients position at Upvest, meriting a score of 7 out of 10. | no information | |
| Jens Langner | UNION INVESTMENT INSTITUTIONAL GMBH | Senior Account Manager | Senior Account Manager | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate is currently a Senior Account Manager at UNION INVESTMENT INSTITUTIONAL GMBH since 2008 and holds the position of Stv. Direktor. This indicates strong account management experience. The company name suggests a financial institution which may involve trading services, securities, or investment-related activities. However, the profile does not provide explicit detail on experience with trading services, brokerage, clearing, or settlement specifically, nor does it list the keywords related to securities and trade services explicitly. Given the seniority and company domain, the fit is strong but some uncertainty remains due to lack of explicit confirmation on trade services and securities operations experience. | no information | |
| Akira Karle | Teroxx - The Digital Asset Boutique | Senior Relationship Manager | Senior Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, Akira Karle, is currently a Senior Relationship Manager at Teroxx, a digital asset boutique dealing with wealth management, crypto, blockchain, and tokenization. This indicates experience in fintech and investment-related services. Prior roles include Head of Strategy & Planning at FFB, Head of Business Excellence at Goldberry Wealth, and a significant role at J.P. Morgan Payments managing multiple countries and lines of business. There is experience at Deutsche Bank as Lead Business Analyst for Money Market / Trading Systems within Corporate Banking & Securities, and multiple roles related to trading and financial systems. The keywords related to securities, trading systems, business management in a banking context, and client relationship management align well with the account management and securities/trading services experience required. However, direct explicit mention of 'Investment API' or detailed trade services and settlement specifics are not clearly listed, so the match is very strong but not perfect. Thus, a score of 7 out of 10 is appropriate. | not Limited | |
| Fabian Geisert | Union Investment Institutional | Senior Client Relationship Manager Genobanken | Senior Client Relationship Manager Genobanken | Frankfurt, Hesse, Germany | Link | 7 | high | The candidate holds the position of Senior Client Relationship Manager at Union Investment Institutional, which aligns well with the client relationship and key account management experience required. Previous role as Leiter Bankenbetreuung indicates leadership in banking client management. However, the profile does not explicitly state experience in securities processing, trade services, settlement, clearing, brokerage, or investment API platforms. The setting in an institutional investment company and brokerage firm suggests some relevant exposure, but it is not explicitly detailed. Overall, the candidate is a strong match for account management experience with some related industry exposure, scoring a 7 out of 10 for fit with the role. | no information | |
| Jayden Luke Cooper | Bankhaus DONNER & REUSCHEL | Client Manager | Investor Services | Capital Markets | Client Manager | Investor Services | Capital Markets | Greater Hamburg Area | Link | 7 | high | Jayden Luke Cooper currently holds the position of Client Manager | Investor Services | Capital Markets at Bankhaus DONNER & REUSCHEL starting in 2025. This role indicates strong involvement in client management and capital markets, which aligns well with the requirement for account management experience and knowledge of securities and trade services. Previous roles in retail client advisory at Commerzbank AG also support client relationship management expertise. However, explicit mentions of trading services, brokerage, clearing, settlement, or investment API are not clearly stated, limiting a perfect match score. Overall, the profile demonstrates a good fit for account management in a capital markets context, meriting a score of 7 out of 10. | no information | |
| Annika Frilling | Union Investment Institutional | Senior Client Relationship Manager | Senior Client Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | Annika Frilling is currently a Senior Client Relationship Manager at Union Investment Institutional, with prior experience as Client Relationship Manager and Client Service Manager focusing on international institutional clients. The profile shows strong client management roles within financial services. While the experience directly mentioning specific trading services, brokerage, clearing, and settlement keywords is not explicitly highlighted in the summary scraped, Union Investment is a major investment institution suggesting relevant exposure. The seniority and client management experience align well with the account management aspect of the role. However, explicit keywords related to Wertpapierabwicklung, trade services, and post-trade processes are not clearly indicated, limiting a perfect match score. | not Limited | |
| Lindsey Kerrigan | Morgan Stanley | Vice President Client Operations | Vice President Client Operations | Frankfurt, Hesse, Germany | Link | 7 | high | Lindsey Kerrigan has a strong background in client operations and client service roles, currently serving as Vice President Client Operations and previously as Director- Client Service Operations at Morgan Stanley. She has extensive experience in account management roles at BNY Mellon, including Senior Account Management Analyst and Account Management Analyst. The experience is highly relevant for the account management aspect of the role. However, the profile does not explicitly mention specific keywords directly related to trading services, brokerage, clearing, and settlement such as 'Wertpapierabwicklung', 'trade services', 'settlement', 'capital markets', or 'investment API'. Despite this, working at Morgan Stanley and BNY Mellon, which are significant players in capital markets and securities services, strongly implies familiarity with trading and settlement processes. Overall, Lindsey Kerrigan is a strong candidate for the position with relevant account management and securities operations experience, earning a score of 7 out of 10 as a fit. | no information | |
| Annette Heise | BNP Paribas | Senior Relationship Manager | Senior Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, Annette Heise, has strong experience as a Senior Relationship Manager at BNP Paribas and BNP Paribas Securities Services, managing institutional clients such as insurance companies and pension funds. This role involves client relationship management and account management, aligning well with the requirement for a client relationship or key account manager. Her experience at BNP Paribas Securities Services particularly indicates familiarity with securities, trade and settlement services, which are relevant to the investment API and trade services focus of the role. However, the profile does not explicitly mention direct experience with trading platforms or investment APIs. Overall, her background in securities services and client management in capital markets makes her a good potential fit, meriting a score of 7 out of 10. | not Limited | |
| Sorina Tudor | Scalable Capital | Client Success Manager | Client Success Manager | Berlin, Berlin, Germany | Link | 7 | high | Sorina Tudor is currently a Client Success Manager at Scalable Capital, a fintech company in Berlin, with experience starting from November 2024 as a Client Success Associate at the same company. Her profile highlights client relationship management, onboarding, payments, and trading-related processes, which aligns well with account management and trade services expertise required. She also shows passion for fintech and digital investment products, indicating relevant industry interest. However, her profile does not explicitly mention securities processing, brokerage, clearing, or settlement terminologies, which are critical for the role. The skills and experience are a strong fit but slightly lacking in specific trading services and post-trade operations keywords. | not Limited | |
| Simone Pijl | Franklin Templeton International Services S.à.r.l. | Institutional Client Account Manager | Institutional Client Account Manager | Frankfurt, Hesse, Germany | Link | 7 | high | Simone Pijl currently works as an Institutional Client Account Manager at Franklin Templeton International Services since 2020, indicating relevant client/account management experience. Prior to this, Simone worked at Northern Trust Asset Servicing for over 20 years, a company strongly associated with asset servicing and related financial operations. While the profile does not explicitly mention specific keywords such as 'investment API' or direct involvement with securities processing and trade services, the long tenure in asset servicing and institutional client management indicates a strong likelihood of relevant experience in securities, trade services, and settlement operations. Overall, Simone appears to be a strong fit with a focus on client relationship management in financial services, meriting a score of 7 out of 10 for this role. | no information | |
| Sebastian Klamp | HSBC | Client Manager Custody & Funds | Client Manager Custody & Funds | Düsseldorf, North Rhine-Westphalia, Germany | Link | 7 | high | Sebastian Klamp is currently working as a Client Manager Custody & Funds at HSBC Deutschland, indicating relevant experience in client management and custody services. His roles involve client relationship management, and the custody & funds domain relates closely to securities and post-trade services. However, there is no explicit mention of direct experience with trading services, brokerage, clearing, or settlement in his profile summary or job titles. Given his client management background in a financial institution and focus on custody, he is a strong candidate but may lack some explicit direct experience in trading and settlement processes required for a perfect fit. | no information | |
| Ralf-Dieter Jaschok | Commerzbank AG | Senior Relationship Manager Corporate Banking | Senior Relationship Manager Corporate Banking | Berlin Metropolitan Area | Link | 7 | high | The candidate, Ralf Dieter Jaschok, currently holds senior roles at Commerzbank AG including Director and Senior Relationship Manager in Corporate Banking. This indicates strong experience in account management and client relationship management at a high level. Although the profile does not explicitly list keywords such as securities processing, trade services, settlement, brokerage, or investment API platforms, working in corporate banking, especially at a director level at a major bank like Commerzbank, suggests relevant experience related to trading services and potentially securities operations. Given the seniority, it is highly likely the candidate has exposure to capital markets and trade-related services. However, due to the lack of explicit keyword matches in the available profile data and no additional detailed descriptions of the candidate's specific involvement in trade settlement or brokerage services, the match is rated 7 out of 10. | no information | |
| Kerstin Zöllner | Baader & Heins AG | Schnittstellenmanagerin (cross-functional) | Schnittstellenmanagerin (cross-functional) | Greater Munich Metropolitan Area | Link | 7 | high | The candidate Kerstin Gibis has significant experience with client relationship management and key account management, particularly at Baader & Heins AG, a company active in financial markets. She has held titles such as Senior Client Relationship Manager and Schnittstellenmanagerin (cross-functional), indicating a role involving coordination and client interaction. Her client management experience includes dealing with banks, insurance companies, and institutional investors, which aligns well with managing enterprise clients in financial services. Although the profile does not explicitly mention every keyword requested (like 'Wertpapierabwicklung' or 'Trade Services'), her role in a financial firm dealing with fixed income and money markets suggests familiarity with securities and trade services. Thus, she is a strong candidate for the Senior Account Manager role at Upvest with a score of 7 out of 10, given her domain experience and client management skills, but not a perfect match due to incomplete explicit keywords from the profile. | no information | |
| Ruppert Lange | K2 Ass. Investment | Key Account Manager | Key Account Manager | Germany | Link | 7 | high | The candidate, Ruppert Lange, currently holds the position of Key Account Manager at K2 Ass. Investment. The title suggests relevant experience in client relationship and account management. While the profile does not detail specific experience with trading services, brokerage, clearing and settlement, the association with an investment-focused company implies some exposure to these areas. Given the alignment in key skills and job title, Ruppert Lange is a good fit, but the lack of detailed keyword evidence related to securities processing, trade services, and investment API limits a perfect score. | no information | |
| Claudius vom Bovert | Landesbank Baden-Württemberg | Executive Director, Unternehmenskunden Key Accounts | Executive Director, Unternehmenskunden Key Accounts | Stuttgart, Baden-Württemberg, Germany | Link | 7 | high | The candidate is currently an Executive Director for Unternehmenskunden Key Accounts at Landesbank Baden-Württemberg with a solid history in key account management roles. This shows strong experience in client relationship and account management. While the profile does not explicitly mention trading services, brokerage, clearing, or settlement, working at a Landesbank likely involves exposure to securities, capital markets, and related services. The long tenure (since 2013) and relevant titles align well with the account management and client success focus. However, there is no explicit mention of specific keywords like 'trade services,' 'settlement,' 'brokerage,' or 'investment API,' so the fit is not perfect but strong and relevant. | no information | |
| Wolfram Zimpel | Nordlux Vermögensmanagement S.A. | Senior Relationship Manager | Senior Relationship Manager | Perl, Saarland, Germany | Link | 7 | high | The candidate, Wolfram Zimpel, is currently a Senior Relationship Manager at Nordlux Vermögensmanagement S.A. with a long history (since 1990) in relevant financial institutions, including roles titled Senior Relationship Manager and Settlement Specialist. His experience includes client relationship management and settlement services, which align well with the key requirements for the (Senior) Account Manager role at Upvest focusing on trade services, settlement, and securities operations. However, there is no explicit mention of specific trading services, brokerage, or API investment platforms in the profile. Thus, while he is a good fit in terms of client relationship management and settlement expertise, the fit is not perfect for all specified key technical areas, meriting a score of 7 out of 10. | not Limited | |
| Roman Kröhnert | FIS | Client Service Manager | Client Service Manager | Nuremberg, Bavaria, Germany | Link | 7 | high | Roman Kröhnert is currently a Client Service Manager at FIS, a large company in the financial services technology sector, since December 2014. This role likely involves client relationship and account management experience. FIS is known for technology solutions in securities processing, trade services, and settlement, aligning well with the required expertise such as securities, trade services, and post-trade processing. Although the profile does not explicitly mention 'brokerage' or 'clearing' specifically, the company's domain strongly suggests relevant experience in these areas. The candidate's educational background in Wirtschaftsinformatik (business informatics) also supports a strong foundation for understanding investment APIs and financial technology. Based on the available data, the candidate is a good fit for the Senior Account Manager Enterprise Clients role at Upvest, scoring a 7 out of 10 due to some missing explicit keywords but strong overall alignment. | no information | |
| Yasin Eroglu | Universal Investment | Relationship Manager | Relationship Manager | Frankfurt, Hesse, Germany | Link | 7 | high | The LinkedIn profile of Yasin Eroglu shows current experience as a Relationship Manager at Universal Investment, with over 15 years in the investment industry. The roles include client relationship and key account management responsibilities, as well as investment control and client management focusing on regulatory requirements and risk management. While there is no explicit mention of direct involvement in trading services, brokerage, clearing, or settlement, the investment and client-focused background along with key account management experience align well with the requirements of the (Senior) Account Manager Enterprise Clients role at Upvest. The profile shows relevant skills and sector experience, but lacks specific keywords or direct experience in securities processing or trade settlement. Therefore, a score of 7 out of 10 indicates a strong potential fit but not perfect. | no information | |
| Andreas Wagner | Julius Baer | Senior Client Relationship Manager | Senior Client Relationship Manager | Hannover, Lower Saxony, Germany | Link | 7 | high | The candidate Andreas Wagner currently holds the position of Senior Client Relationship Manager at Julius Baer and has held similar roles at multiple financial institutions including J. Safra Sarasin, Credit Suisse, and Commerzbank AG. This indicates strong experience in client and account management. While the profile highlights strong relationship management and wealth structuring experience, it does not explicitly mention trade services, brokerage, clearing, settlement, investment APIs, or securities operations in the visible summary or positions. However, given his senior client relationship management roles at notable banks, it is highly probable he has exposure to securities, trade, and post-trade services. The fit score is 7, reflecting strong account management experience but limited explicit evidence of the specialized securities/trading services keywords sought for the Upvest role. | no information | |
| Falk Willing | BNP Paribas S. A. Niederlassung Deutschland | Senior Business Relationship and Development Manager Financial Institutions & Partnerships | Senior Business Relationship and Development Manager Financial Institutions & Partnerships | Munich, Bavaria, Germany | Link | 7 | high | Falk Willing has strong account management experience as a Senior Business Relationship and Development Manager at BNP Paribas, responsible for financial institutions and partnerships, which aligns well with client relationship and key account management roles. His roles include strategic planning and business development, indicating client impact and account management skills. However, there is no explicit mention of direct experience with securities, trade services, brokerage, clearing, or settlement in the available profile data. The financial institutions context suggests relevant exposure, but specific keywords like "Trade Services," "Settlement," "Securities Processing," or "Investment API" were not explicitly found in the profile. Therefore, he is a good fit but not a perfect match for the specific Upvest Senior Account Manager role focused on investment API trade services and settlement. | not Limited | |
| Bernard Savant | Allianz Technology SE | Account Manager | Account Manager | Bavaria, Germany | Link | 7 | high | Bernard Savant has strong account management experience as an Account Manager at Allianz Technology SE, managing IT and business projects and services for internal Allianz companies including asset management and capital partners. This role includes primary responsibility for customer relations and financial planning. He also has significant prior experience in securities-related roles such as Senior Settlements Administrator and Settlements Specialist dealing with institutional securities trading, settlements, and transaction processing in European markets. The profile shows expertise relevant to trade services, settlements, and client relationship management. However, the LinkedIn profile does not explicitly cite direct experience with Investment APIs or fintech trading platform products, which might be a slight gap. Overall, the candidate appears well-suited for the Senior Account Manager role at Upvest with a strong fit to key required skills with only minor missing fintech product exposure. | no information | |
| Marc Schulze | XTB Germany | Senior Account Manager | Senior Account Manager | Berlin, Berlin, Germany | Link | 7 | high | The candidate, Marc Schulze, currently holds roles as Head of Sales Germany and Senior Account Manager at XTB Deutschland, a financial services company, indicating strong account management experience. Previous roles include Account Manager at Admiral Markets Germany and involvement in BNP Paribas with derivatives and warrants product management, which indicate experience in financial markets and trading-related services. The candidate also has a strong educational background in Financial Markets & Investment and speaks multiple languages. However, the profile does not explicitly mention direct experience with securities processing, clearing, settlement, or trade services using the exact keywords requested such as "Wertpapierabwicklung", "Trade Services", "Investment API", or similar. Therefore, while the candidate is a good fit due to account management and trading services experience, the perfect specific match with securities operations and post-trade processing terminology is less clear, hence a score of 7 out of 10. | no information | |
| Tan Bütün | Société Générale Corporate & Investment Banking | Senior Relationship Manager | Senior Relationship Manager | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate holds a position as Senior Relationship Manager at Société Générale Corporate & Investment Banking, which strongly suggests experience in client relationship management and account management. This aligns well with the key tasks of being a responsible account and client success manager. Although explicit details about experience specifically in trading services, brokerage, clearing, settlement, or securities operations are not detailed, working in Corporate & Investment Banking implies relevant exposure to these areas. The LinkedIn profile title and company domain fit the fintech and investment API context reasonably well, making this candidate a good match with a score of 7 out of 10. | no information | |
| Andreas Röhle | Union Investment | Senior Client Relationship Manager, Systemischer Business Coach | Senior Client Relationship Manager, Systemischer Business Coach | Sankt Martin, Rhineland-Palatinate, Germany | Link | 7 | high | Andreas Röhle is currently a Senior Client Relationship Manager at Union Investment since 2007, which indicates strong and long-term experience in client relationship management, meeting one key requirement. Although the profile does not explicitly mention terms like trading services, brokerage, clearing, settlement, or investment API, Union Investment is a large financial institution likely involved in securities and capital markets. This background suggests relevant exposure to securities and trade services indirectly. However, the absence of explicit keywords related to securities processing, trade services, or technical investment API experience limits the fit score. Hence, a score of 7 out of 10 reflects a strong client management background with probable, but not explicitly confirmed, relevant securities and trade service experience. | no information | |
| Georg Delzer | Intralinks | Senior Strategic Account Executive - Corporate Development | Senior Strategic Account Executive - Corporate Development | Frankfurt, Hesse, Germany | Link | 7 | high | Georg Delzer has strong account management experience at senior levels, including roles managing strategic enterprise accounts. His recent role as Senior Strategic Account Executive involves client relationship management at a high level. He has relevant experience in financial services and holds trading certificates from Eurex and Deutsche Börse XETRA, indicating knowledge in trading services and capital markets. However, the explicit mention of trade services, brokerage, clearing, and settlement related responsibilities is not detailed. Overall, his profile aligns well with the key account management and some aspects of trade services, resulting in a high fit score of 7. | no information | |
| Daniel Oppermann | S&P Global Market Intelligence | Relationship Manager / Sales Representative | Relationship Manager / Sales Representative | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | The candidate, Daniel Oppermann, has current experience as a Relationship Manager / Sales Representative at S&P Global Market Intelligence since 2015. This role likely involves client relationship management and sales, which aligns with the account management aspect of the role. Previous roles at major financial institutions such as Commerzbank, Dresdner Kleinwort, and UniCredit in Portfolio Trading Sales and Vice President roles suggest experience in trading services and portfolio management. However, the profile does not explicitly mention detailed experience with securities processing, trade services, brokerage, clearing, settlement, or specific keywords like 'Wertpapierabwicklung' or 'Investment API'. Given the strong background in trading sales and relationship management but lack of explicit mention of technical terms in clearing and settlement, the candidate scores a 7 out of 10 as a potential fit for the (Senior) Account Manager Enterprise Clients role at Upvest. | no information | |
| Christiane Nadja Borrmann | HypoVereinsbank - UniCredit - Deutschland | Senior Associate, Clearing ETD / F&O, Post Trade Operations, Client Service | Senior Associate, Clearing ETD / F&O, Post Trade Operations, Client Service | Munich, Bavaria, Germany | Link | 7 | high | Christiane Nadja Borrmann has extensive experience in client service and post-trade operations specifically related to clearing listed derivatives (ETD/F&O), which is highly relevant to trade services and settlement. Her roles have involved client service, clearing, trading support, and interaction with clients and regulators, indicating strong account management capabilities in financial markets. Although the profile does not explicitly mention 'Investment API' or direct brokerage roles, the strong background in securities, post-trade operations, and client interaction at a senior level aligns well with the key tasks and required expertise for the (Senior) Account Manager role at Upvest. Thus, she is a good fit with a score of 7 out of 10. | not Limited | |
| Peter Vogel | Allianz Global Investors | Director / Key Account Manager Global Banks | Director / Key Account Manager Global Banks | Frankfurt Rhine-Main Metropolitan Area | Link | 7 | high | Peter P. Vogel has over 25 years of experience in sales and client relationship management in asset management and banking, currently as a Director / Key Account Manager Global Banks at Allianz Global Investors. His roles have involved managing international client relationships with key financial institutions and delivering high-quality client service, which aligns well with account management experience. However, explicit experience with securities processing, trade services, brokerage, clearing, settlement, or trading platforms is not clearly mentioned in the profile information. Despite strong client management and financial industry expertise, the specific keywords and detailed background in trade services and settlement are not evidently stated, leading to a strong but not perfect fit for the Senior Account Manager Enterprise Clients role at Upvest. | no information | |
| Marcel Schmitt | BNP Paribas Personal Investors | Customer Relationship Manager Futures Brokerage | Customer Relationship Manager Futures Brokerage | Herzogenaurach, Bavaria, Germany | Link | 7 | high | The candidate, Marcel Schmitt, is currently a Customer Relationship Manager Futures Brokerage at BNP Paribas Personal Investors. This role aligns well with client relationship management and brokerage/trading services, which are relevant to the target position at Upvest. However, the profile does not explicitly mention experience with settlement, clearing, or investment API platforms, which are also important for the role. Hence, the score is 7, indicating a good but not perfect fit. | no information | |
| Jaroslaw Hochweiss | Sensus Capital Markets Ltd. | Key Account Manager | Key Account Manager | Greater Hamburg Area | Link | 7 | high | The candidate is currently a Key Account Manager at Sensus Capital Markets Ltd., which closely aligns with the required account management experience for the role. The company name suggests a focus on capital markets, which relates well to trading services, securities, brokerage, and settlement. Although the profile does not explicitly mention all the specific keywords such as 'Wertpapierabwicklung' or 'Investment API', the key account manager role in a capital markets company indicates relevant experience. Therefore, this candidate is a strong potential fit for the position with a score of 7 out of 10. | no information | |
| Peter Boehnke | Postbank Deutschland | Kundenbetreuer Wertpapier | Kundenbetreuer Wertpapier | Munich, Bavaria, Germany | Link | 7 | high | Peter Boehnke has extensive experience in sales trading and managing securities-related roles, which aligns well with the need for experience in trading services, brokerage, and securities processing. His current role as 'Kundenbetreuer Wertpapier' (Client Advisor Securities) at Postbank Deutschland directly relates to client relationship management in the securities domain. Past roles include Head of Salestrading and Managing Director in finance-related firms, indicating strong account management and trading operations knowledge. However, there is less direct evidence of experience specifically with investment APIs or detailed post-trade settlement process skills which are also important for this role, making him a strong but not perfect fit. | no information | |
| Taner Tanyel | Union Investment Institutional | Senior Produktmanager | Senior Produktmanager | Frankfurt, Hesse, Germany | Link | 7 | high | Taner Tanyel has a long tenure since 2002 at Union Investment, currently working as a Senior Client Relationship Manager with institutional clients such as banks and pension funds. His roles involved product and business partner management for institutional clients including advisory, insourcing, and institutional asset management formats, which relates well to client relationship management and account management experience. Although his profile does not explicitly mention direct experience with trading services, brokerage, clearing, or settlement functions, his involvement in the asset management sector at a senior level implies exposure to securities, trade services, and investment products. He has a strong client management background and some connection to securities processing through asset allocation and product structuring. Therefore, he is a good fit, though not a perfect match, for the (Senior) Account Manager Enterprise Clients role at Upvest focused on Investment API and trade services. | no information |