Wealth Management Principal BSG Consultant

vor 2 Wochen


Zürich, Schweiz Temenos Vollzeit

Join to apply for the Wealth Management Principal BSG Consultant role at Temenos Temenos powers a world of banking that creates opportunities for billions of people and businesses everywhere. We have been doing this for over 30 years through the pioneering spirit of our Temenosians who are passionate about making banking better, together. THE ROLE As part of our continuous expansion, we are looking for talented specialists to support one of our fastest growing and most innovative lines of business. Business solutions consultants play a pivotal role in all sales engagements, leveraging their technical know‑how to take customers on a journey by delivering impactful product demos, POCs, and compelling storytelling to help them on their digital transformation journey. OPPORTUNITIES You will be supporting the sales organization as a trusted wealth management expert, engaging at C‑level with new and existing customers, architecting and demonstrating solutions relevant to their business requirements. You will be creating customer personas and user journeys to generate impact and interest around the wealth solutions offerings. You will work closely with product engineering and development teams to ensure that our solutions offerings are competitive, compelling and address customer needs. You will act as a functional authority and trusted advisor to help our clients on their transformation journey, listening, challenging, anticipating and making recommendations by building a transformation roadmap with them. You will collaborate, partner and consult with customer stakeholders at all levels to understand their bank’s and wealth managers’ business strategy, challenges and opportunities and articulate how Temenos can help them achieve their objectives. You will support the RFP process to ensure that our solutions can be effectively applied to the client’s unique business challenge on a global scale. You will manage Bids and proposals and coordinate between all parties to submit Temenos responses to client RFPs and RFIs. You will act as a brand ambassador for Temenos by getting involved in marketing campaigns, public speaking engagements, generating content (blogs, articles, etc.). You will collaborate with various distributed internal teams to ensure the seamless execution of sales campaigns. SKILLS You have experience in wealth management transformation projects and other financial institutions, with an understanding of the value chain in private banking/wealth management (digital, front, middle and back offices with relevant data connectivity). You have experience in pre‑sales and related sales activities. You have experience in wealth management. You have a particular interest in the financial services industry, especially trends, challenges and innovations in wealth management and private banking. You have a client‑facing role acting as a trusted partner to C‑level business and technical stakeholders. You can navigate complexity and deal with ambiguity. You possess an entrepreneurial spirit and a can‑do approach to problem‑solving. You have a global mindset, team spirit and a desire to make a real impact. You have an appetite for learning and growth. You are fluent in English and ideally French or Italian. You have excellent communication skills, a careful listener and inspiring speaker. VALUES Care about people, impact, and meaningful outcomes. Commit to excellence, integrity, and innovation. Collaborate with customers, partners, and colleagues for shared success. Challenge the status quo to drive bold transformation. BENEFITS Maternity leave: Transition back with 3 days per week in the first month and 4 days per week in the second month. Civil partnership: 1 week of paid leave if you’re getting married. Family care: 4 weeks of paid family care leave. Recharge days: 4 days per year to use when you need to physically or mentally recharge. Study leave: 2 weeks of paid leave each year for study or personal development. Please read our Recruitment Privacy Policy. #J-18808-Ljbffr



  • Zürich, Schweiz Temenos Vollzeit

    THE ROLE As part of our continuous expansion, we are looking for talented specialists to support one of our fastest growing and most innovative lines of business. Business solutions consultants play a pivotal role in all sales engagements, we rely on their technical know-how, and ability to take customers on a journey by delivering impactful product demos,...


  • Zürich, Schweiz Temenos Headquarters SA Vollzeit

    ABOUT TEMENOS Temenos powers a world of banking that creates opportunities for billions of people and businesses everywhere. We have been doing this for over 30 years through the pioneering spirit of our Temenosians who are passionate about making banking better, together. We serve over 3000 clients from the largest to challengers and community banks in 150+...


  • Zürich, Schweiz Infront Vollzeit

    A leading European wealth-tech company is seeking a Business Consultant focused on Wealth Management in Zurich. The role involves guiding clients through their needs and leveraging advanced tools to implement effective solutions. Key qualifications include a degree in business, solid experience in Asset Management, and fluency in English and German. This...


  • Zürich, Schweiz Infront Vollzeit

    A leading European wealth-tech company is seeking a Business Consultant focused on Wealth Management in Zurich. The role involves guiding clients through their needs and leveraging advanced tools to implement effective solutions. Key qualifications include a degree in business, solid experience in Asset Management, and fluency in English and German. This...


  • Zürich, Schweiz vwd Vereinigte Wirtschaftsdienste GmbH Vollzeit

    A leading wealth management company in Zurich is seeking a Business Consultant Wealth Manager to guide clients in their investment operations and ensure seamless adoption of solutions. The role demands strong expertise in wealth management, project management, and a solid understanding of the Swiss market. The ideal candidate possesses a business or...


  • Zürich, Schweiz vwd Vereinigte Wirtschaftsdienste GmbH Vollzeit

    A leading wealth management company in Zurich is seeking a Business Consultant Wealth Manager to guide clients in their investment operations and ensure seamless adoption of solutions. The role demands strong expertise in wealth management, project management, and a solid understanding of the Swiss market. The ideal candidate possesses a business or...


  • Zürich, Schweiz Infront Vollzeit

    A leading financial services firm is seeking a Business Consultant Wealth Manager in Zurich. This role focuses on supporting clients throughout their journey and driving innovation in wealth management. The ideal candidate has a degree in business administration or IT, experience in Wealth Management, and excellent communication skills in German and English....


  • Zürich, Schweiz Infront Vollzeit

    A leading financial services firm is seeking a Business Consultant Wealth Manager in Zurich. This role focuses on supporting clients throughout their journey and driving innovation in wealth management. The ideal candidate has a degree in business administration or IT, experience in Wealth Management, and excellent communication skills in German and English....


  • Zürich, Schweiz Switzerland Vollzeit

    A leading wealth-tech company based in Zurich is seeking a Business Consultant Wealth Manager to drive change in wealth management. This role requires supporting clients throughout their journey with advanced tools and deep industry knowledge. The ideal candidate will have a degree in business administration or IT, solid experience in Wealth Management...


  • Zürich, Schweiz Switzerland Vollzeit

    A leading wealth-tech company based in Zurich is seeking a Business Consultant Wealth Manager to drive change in wealth management. This role requires supporting clients throughout their journey with advanced tools and deep industry knowledge. The ideal candidate will have a degree in business administration or IT, solid experience in Wealth Management...