Consultant Wealth and Asset Management
vor 4 Wochen
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
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
- 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 French
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.
-
Consultant Wealth and Asset Management
vor 3 Wochen
Geneva, Schweiz CAPCO VollzeitConsultant Wealth and Asset Management at Capco Switzerland - Geneva 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,...
-
Private Wealth Management
vor 3 Wochen
Geneva, Schweiz Goldman Sachs VollzeitDIVISIONS AND JOB FUNCTIONS Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s...
-
Middle Officer – Wealth Management H/F
vor 3 Wochen
Geneva, Schweiz Indosuez Wealth Management VollzeitDescription du poste Le « Middle Officer Wealth Management» est en charge de la réalisation de traitements & de contrôles liés à la clientèle de la Banque Privée. Traitement des entrées de fonds, CCP, remises des chèques ; Traitement des titres sans valeur et nominatifs ; Suivi des incidents opérationnels ; Traitement des demandes de...
-
Compliance Consultant
vor 3 Wochen
Geneva, Schweiz CAPCO VollzeitCompliance Consultant at Capco Switzerland - Geneva Joining Capco means joining an organisation that is committed to an inclusive working environment where you’re encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It’s important to us that we recruit and...
-
Graduate Programme
vor 3 Wochen
Geneva, Schweiz Union Bancaire Privee VollzeitGraduate Programme - Wealth Management - Affluent Banking Description Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th century...
-
Graduate Programme
vor 3 Wochen
Geneva, Schweiz Union Bancaire Privee VollzeitGraduate Programme - Wealth Management - Europe & Mediterranean Description Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th...
-
Business Analyst
vor 3 Wochen
Geneva, Schweiz Michael Page VollzeitRequirement Analysis: Work closely with stakeholders to gather, document, and analyze business requirements related to wealth management operations. Identify gaps, inefficiencies, and areas for improvement in existing processes and systems.Process Improvement: Evaluate current business processes and workflows to identify opportunities for streamlining and...
-
Middle Officer – Wealth Management H/F
vor 3 Wochen
Geneva, Schweiz Indosuez Wealth Management VollzeitMissions Le « Middle Officer – Wealth Management» est en charge de la réalisation de traitements & de contrôles liés à la clientèle de la Banque Privée. Traitement des entrées de fonds, CCP, remises des chèques ; Traitement des titres sans valeur et nominatifs ; Suivi des incidents opérationnels ; Traitement des demandes de...
-
Asset Management Business Analyst
vor 3 Wochen
Geneva, Schweiz CAPCO VollzeitAsset Management Business Analyst at Capco Switzerland - Geneva ABOUT CAPCO Joining Capco means joining an organisation that is committed to an inclusive working environment where you’re encouraged to #BeYourselfAtWork . We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It’s...
-
Head of Asset and Liabilities Management
vor 3 Wochen
Geneva, Schweiz Michael Page VollzeitDesign the Bank's ALM strategy based on its business strategy, risk appetite and projected scenarios regarding capital, liquidity and interest rates;Maximize treasury income through innovative investment strategies;Upgrade forecasting tools for regulatory ratios;Continuously update capital, liquidity and interest-rate scenarios;Monitor regulatory...
-
Assistant Relationship Manager
vor 3 Wochen
Geneva, Schweiz ALBEDIS VollzeitINTRODUCTION: FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING ANASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENTPOSITION BASED IN GENEVAASSIGNMENT DESCRIPTION: Execute clients' instructions accurately and timely, including transfers, trades, information requests, etcAssist with account opening and KYC review for onboarding processesPrepare reports...
-
Junior Trust Officer, Wealth Management, Geneva
vor 3 Wochen
Geneva, Schweiz AP Group Ltd VollzeitOur client, a highly regarded, international trust and fiduciary group is seeking to recruit a junior trust and company administrator position for its wealth management team in Geneva.In this role you will administer a portfolio of trust and company entities, prepare the presentations on View Point and assist the line manager and team where necessary. You...
-
Senior Private Assets Distribution Specialist
vor 4 Wochen
Geneva, Schweiz Lombard Odier VollzeitA career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all...
-
VIE - Private Markets Analyst
Vor 7 Tagen
Geneva, Schweiz Indosuez Wealth Management VollzeitDescription du poste Avec plus de EUR 10 Milliards dactifs sous gestion, CA Indosuez Wealth (Asset Management) est un investisseur majeur dans les Private Markets en Europe, en Asie et en Amérique du Nord au travers de ses fonds-de-fonds Tiera Capital. Léquipe dinvestissement, basée à Genève, réalise chaque année une cinquantaine...
-
Geneva, Schweiz Union Bancaire Privee VollzeitProject Manager in Sales Management and Business Development - Temporary mission - 12 months Description As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of...
-
VIE Investment Strategy and Sustainability
vor 3 Wochen
Geneva, Schweiz Indosuez Wealth Management VollzeitDescription du poste Sous la supervision du Head of Investment Strategy and Sustainability, vous serez en charge des tâches suivantes : Contribuer au développement de stratégies dinvestissement liées aux thématiques ESG (Environnement, Social et Gouvernance) ; Effectuer le suivi réglementaire ESG et RSE ; Mettre en place des outils de...
-
(Senior) Consultant CLM
vor 3 Wochen
Geneva, Schweiz CAPCO Vollzeit(Senior) Consultant CLM at Capco Switzerland - Geneva Joining Capco means joining an organisation that is committed to an inclusive working environment where you’re encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It’s important to us that we recruit and...
-
Geneva, Schweiz United Nations Institute for Training and Research VollzeitOrganizational Unit Peacekeeping Training Programme Unit (PTPU) Expertise OVERVIEW In partnership with relevant higher education institutions, the Online Learning and Education Unit, part of the Peace Division, has designed and implemented Master Programs and Post-Graduate Specializations focused on providing high-quality capacity-building solutions...
-
Middle Office specialist- asset management
vor 3 Wochen
Geneva, Schweiz Michael Page VollzeitIn this role, your main responsibilities will include the followingCovering trade management of Equities, Bonds, Forex (spot, forwards, NDFs), Fund Orders, etc., across a wide range of Long Only funds and Institutional Mandates;Actively supporting portfolio managers and traders;Investigating and resolving queries raised by brokers, custodian banks and...
-
Wholesale Sales, Switzerland
vor 2 Wochen
Geneva, Schweiz William Blake Group VollzeitResponsibilities: Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland Strategize and map the investor landscape Understand competitor offerings and work towards positioning the products and the firm with these in mind Create...