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Consultant Wealth and Asset Management

unlimited holidays - extra holidays - extra parental leave
Remote: 
Hybrid
Contract: 
Salary: 
61 - 61K yearly
Experience: 
Mid-level (2-5 years)
Work from: 
Zurich (CH)

Offer summary

Qualifications:

Bachelor/Master's degree in Finance/Economics/Engineering, At least 3 years of banking or consulting experience, Solid understanding of wealth/asset management value chain, Fluency in English and German.

Key responsabilities:

  • Advise clients on business solutions in wealth and asset management
  • Engage in project planning, budgeting, and reporting
  • Capture client needs and define target state opportunities
  • Develop and translate objectives into implementation plans
  • Collaborate with technology teams for technical solutions
Capco logo
Capco Financial Services Large https://www.capco.com/
1001 - 5000 Employees
See more Capco offers

Job description

 

ABOUT CAPCO

Capco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration, transformation delivery and managed services to move their organizations forward.

  • We specialize primarily in banking & payments, capital markets, wealth & asset management and insurance
  • We have a collaborative and efficient approach
  • We help our clients successfully innovate, increase revenue, manage risk and regulatory change, reduce costs and enhance controls
  • We serve our clients from 32 offices across the Americas, Europe, and Asia Pacific

If creativity and innovation are your passion, then Capco is right for you. You can grow in an inclusive, diverse and collaborative environment. At Capco, we will train and support you to help accelerate your career.

YOUR CAPCO DAY
  • Advise clients in the definition and development of business solutions, operating models and implementation in the wealth and asset management industry
  • Engage in all parts of projects, from planning, budgeting, deliverables definition, risk assessment and reporting
  • Capture client needs, derive transparency on business status and opportunities, help clients in defining the target state
  • Develop ideas and concepts to reach business objectives through refined business models, improved operating models and implementation
  • Translate objectives into implementation plans
  • Work together with the technology teams to translate conceptual business ideas into technical solutions.
  • Manage dependencies to other projects and work with all relevant stakeholders
YOUR CAPCO-FIT
  • Bachelor/Master’s degree in Finance, Economics, Engineering or similar
  • At least 3 years of banking or consulting experience with a focus on wealth and asset management
  • Solid understanding of the value chain in wealth and/or asset management
  • "Can-do" attitude – strong passion for business improvement and change finding joy and motivation in creating something new
  • Strong conceptual, analytical and problem-solving skills, with the ability to resolve complex issues
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with different stakeholders across departments
  • Ability to work in a fast-paced, deadline-driven environment and manage multiple priorities simultaneously
  • Fluency in English and German
WHY CAPCO

A career at Capco is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex change. As consultants, we work on the front-end business design all the way through to technology implementation.

We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering.

Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset, and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business. We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW.

We offer highly competitive benefits, flexible working hours, technical and soft skills training, smartphone & fast mobile internet and a work culture focused on innovation and creation of lasting value for our clients and employees.

 

READY TO TAKE THE NEXT STEPS?

If this sounds like you, we would love to hear from you. This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory.

 

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
EnglishEnglishGerman
Check out the description to know which languages are mandatory.

Other Skills

  • Creativity
  • Innovation
  • Analytical Skills
  • Motivational Skills
  • Time Management
  • Consulting
  • Verbal Communication Skills
  • Social Skills

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