Consultant Wealth and Asset Management
Vor 3 Tagen
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.
- 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 German.
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.
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.
#J-18808-Ljbffr-
Asset Raiser, Wealth Channel
vor 2 Stunden
Zürich, ZH, Schweiz William Blake Group VollzeitPosted by - Danielle Rapaport- Partner This is a role which focuses on raising and retaining assets in the wholesale/private wealth distribution channel in Switzerland. Our client is a well-known European investment manager with established long-term relationships with distribution partners across Europe and a track record of delivering on private markets...
-
Wealth Management Professional
Vor 5 Tagen
Zürich, Zürich, Schweiz Lombard Odier VollzeitLombard Odier is a renowned global wealth and asset manager, focusing on sustainable investing. As an innovative bank of choice for private and institutional clients, our Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion across 4 continents.With a history spanning over 225 years, Lombard Odier is an investment...
-
Investment Advisor, Wealth, LatAm
Vor 2 Tagen
Zürich, Schweiz eFinancialCareers VollzeitThe bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit existing clients and also contribute to the growth of the business in the region. You will advise across Public and Private Asset classes, ensuring...
-
Wealth Management Associate, 100%
Vor 2 Tagen
Zürich, Schweiz ISP Group VollzeitAs our new Wealth Management Associate, you willSupport the monitoring of our discretionary managed portfoliosImplement trading strategies into the managed portfolios, following regulatory requirements for asset managers in SwitzerlandParticipate in the investment committee meeting of the GroupAct as Relationship Manager for relevant clients of the Wealth...
-
Senior Partner
Vor 2 Tagen
Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...
-
Senior Partner
Vor 2 Tagen
Zürich, Schweiz Helvetic Trust AG VollzeitHelvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...
-
Junior Asset Management Sales, 100%
Vor 6 Tagen
Zürich, Schweiz Alpinum Investment Management VollzeitAlpinum Investment Management is a successfully growing Swiss asset manager based in Zurich with USD 2 billion AuM. We run a fund range for which long term capital appreciation and drawdown management are key considerations. We offer market differentiating high-quality investment solutions and an award-winning product range specifically tailored to serving...
-
Zürich, Schweiz Goldman Sachs Group, Inc. VollzeitAbout the programOur New Analyst Program is a full-time program for final year undergraduate and graduate students. As a new analyst, you will learn about our businesses, develop important relationships, and build career-enhancing skills.As a participant, you will:Learn about the firm and how we do businessGain the skills and knowledge necessary to support...
-
Zürich, Schweiz Goldman Sachs Group, Inc. VollzeitAbout the programOur Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's or graduate degree. You will be fully immersed in our day-to-day activities.As a participant, you will:Attend orientation where you’ll learn about our culture, as well as the benefits and responsibilities of being a member of the...
-
Senior Consultant
Vor 2 Tagen
Zürich, Schweiz Lucht Probst Associates GmbH VollzeitSenior Consultant (m/f/d) Treasury/ Risk /Asset Liability Management (ALM)Your responsibilitiesAre you looking for a highly dynamic work environment in a fast-growing company that offers you the opportunity to gain international experience and network with the brightest minds in the Financial Service industry? We offer you this opportunity - because we want...
-
Sales Manager, Asset Management
vor 1 Tag
Zürich, Schweiz Rothschild & Co Vollzeit**About Us** Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities...
-
Zürich, Zürich, Schweiz Marmot Invest AG VollzeitMarmot Invest AG is a Swiss wealth manager dedicated to serving women and their families. Our mission is to deliver exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized investing through diversification over market timing or the pursuit of alpha alone.We're seeking a visionary...
-
2025 Graduate Talent Program
vor 2 Stunden
Zürich, ZH, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support, Portfolio and fund management, Quantitative Analysis - Asset Management **Job Reference #** - 306888BR **City** - Zürich **Type** - Graduate GTP/Full-Time Analyst **Your role** - Interested in working in financial services, specifically asset management, but not sure where to...
-
Internship External Asset Management UK&ME 100%
Vor 3 Tagen
Zürich, Schweiz LGT – Private Banking und Asset Management VollzeitCommitment, expertise and sustainability – these are all values that mark us out as a family-run business. How we think and act is shaped by our owner, the Princely House of Liechtenstein, and its 900 years of tradition and entrepreneurial experience. We appreciate the value of traditions and firm beliefs and know how important it is to share these with...
-
Wealth Manager
Vor 7 Tagen
Zürich, Schweiz deVere Group VollzeitGet AI-powered advice on this job and more exclusive features.Recruitment Consultant at deVere for the UK, Europe, Africa & Latin AmericaWealth Management Advisors wanted.As the world’s leading, independent digital private investment bank and asset management organisation, deVere Group prides itself on providing high-class, professional advice to...
-
2025 Graduate Talent Program
vor 1 Woche
Zürich, ZH, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 304885BR **City** - Zürich **Type** - Graduate GTP/Full-Time Analyst **Your role** - Interested in working in finance, specifically with private, corporate and institutional clients, but not sure where to start? Do you want to work for a...
-
Management Consultant
Vor 6 Tagen
Zürich, Schweiz MMG Management Consulting VollzeitAs a boutique consulting firm, MMG is currently seeking a Management Consultant (80%-100%) for our Zurich office. Are you an experienced management consultant with a strong professional network, eager to take on more responsibility and make a direct impact in a dynamic and collaborative environment?This is an exciting opportunity to join our team, where you...
-
2025 Summer Internship Program
Vor 2 Tagen
Zürich, ZH, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support - Asset Management **Job Reference #** - 303602BR **City** - Zürich **Type** - Intern Analyst (Pipeline) **Your role** - Interested in working in finance, specifically asset management, but not sure where to start? Do you want to work for a firm with a truly global footprint? We're...
-
Zürich, Schweiz caia.org - Jobboard VollzeitWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led Private Wealth Management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...
-
Head Ai Global Wealth Management
vor 1 Tag
Zürich, ZH, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 308535BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a thought leader and influencer, equipped to craft the GWM AI strategy and drive this roadmap? Do you have a global footprint in pivoting an organization of...