Consultant Wealth and Asset Management

vor 2 Wochen

Geneve, Schweiz Capco Vollzeit

**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 French

**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 mínimal 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 2 Wochen

    Geneve, Schweiz CAPCO Vollzeit

    **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...

  • Asset & Wealth Management - Vp - 2023 Reentry

    vor 2 Monaten

    Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    Please refer to our ReEntry Overview page for further information regarding the Program **Asset and Wealth Management**: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and...

  • Asset & Wealth Management - Client Advisor, Vp

    vor 2 Monaten

    Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    Please refer to our ReEntry Overview page for further information regarding the Program **Asset and Wealth Management**: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and...

  • Asset & Wealth Management - Client Advisor, Vp

    vor 3 Wochen

    Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    Please refer to our ReEntry Overview page for further information regarding the Program **Asset and Wealth Management**: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and...

  • Vie Investment Strategy and Sustainability

    vor 1 Woche

    Geneve, Schweiz Indosuez Wealth Management Vollzeit

    **Description du poste**: Sous la supervision du Head of Investment Strategy and Sustainability, vous serez en charge des tâches suivantes: - Contribuer au développement de stratégies d’investissement liées aux thématiques ESG (Environnement, Social et Gouvernance) ; - Effectuer le suivi réglementaire ESG et RSE ; - Mettre en place des outils de...

  • HR Manager

    vor 3 Wochen

    Geneve, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **HR Manager - Wealth Management**: Mission Based in our Geneva offices, you will be joining our Human Resources Department and supporting the HR Business Partner in charge of the Global Wealth Management division. Overall, the role is to provide support to the HR Business Partner with a variety of daily HR Business Partner activities as well as HR...

  • Business Risk Controller

    Vor 5 Tagen

    Geneve, Schweiz PICTET Vollzeit

    **Your team**: - The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group has 30 offices in financial centres worldwide, currently employing over 5,000 people. Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global...

  • Graduate Programme

    vor 2 Wochen

    Geneve, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Graduate Programme - Wealth Management Geneva**: **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 and the start of...

  • Sales Manager, Asset Management

    Vor 6 Tagen

    Geneve, 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 and...

  • Junior Sales Asset Management, Geneva

    vor 2 Monaten

    Geneve, Schweiz Berenberg Vollzeit

    Beschreibung & Anforderungen- For our Asset Management activities in Switzerland, we are seeking for a**Junior Sales* Asset Management, Geneva** - Berenberg offers an extraordinary opportunity for a young sales profile to join our team during an important and exciting phase of its growth. You will be part of an energetic environment with quick...

  • Graduate Investments

    vor 2 Wochen

    Geneve, Schweiz PICTET Vollzeit

    **Your team**: - This 24-month programme, which comes with a permanent contract, includes on - and off-the-job components, placing the emphasis on teamwork but also exploring each individual's specific skillset, as well as furthering their development and setting specific objectives.- As a member of our Graduate Programme, you will develop your business...

  • Asset Management, Swiss Funds, Client Advisor

    vor 1 Woche

    Geneve, Schweiz JPMorgan Chase & Co Vollzeit

    **JOB DESCRIPTION** As you will be part of a broader team, collaboration and teamwork is an integral part of everything we do. You should have the motivation and confidence to proactively engage and lead client conversations throughout the sales process. Most importantly, we believe in doing ‘first class business in a first class way’. Therefore, you...

  • Wealth Planner

    Vor 5 Tagen

    Geneve, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Responsible to close working collaboration with Relationship Managers to provide clients/prospects with holistic wealth...

  • Tax Consultant Uhnwi/hnwi- Wealth Planner

    vor 4 Wochen

    Geneve, Schweiz coni+partner AG Vollzeit

    Our client is a private bank in Zurich. We are looking for a tax specialist (m, f, d) as a Tax Consultant UHNWI/HNWI- Wealth Planner Aufgaben Responsible for all tax related documents reflecting the personal, financial or professional situation of UHNWI/HNWI clients in a tailored manner / Responsible for accurate tax planning for individuals as well as...

  • Tax Consultant Uhnwi/hnwi- Wealth Planner

    vor 3 Wochen

    Geneve, Schweiz coni+partner AG Vollzeit

    Our client is a private bank in Zurich. We are looking for a tax specialist (m, f, d) as a Tax Consultant UHNWI/HNWI- Wealth Planner Tasks Responsible for all tax related documents reflecting the personal, financial or professional situation of UHNWI/HNWI clients in a tailored manner / Responsible for accurate tax planning for individuals as well as...

  • Tax Consultant Uhnwi/hnwi- Wealth Planner

    vor 2 Wochen

    Geneve, Schweiz coni+partner AG Vollzeit

    Our client is a private bank in Zurich. We are looking for a tax specialist (m, f, d) as a Tax Consultant UHNWI/HNWI- Wealth Planner Tasks Responsible for all tax related documents reflecting the personal, financial or professional situation of UHNWI/HNWI clients in a tailored manner / Responsible for accurate tax planning for individuals as well as...

  • Master's Internship

    vor 2 Wochen

    Geneve, Schweiz PICTET Vollzeit

    **Your team**: - The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centers worldwide, currently employing over 5300 people.- Pictet Wealth Management combines more than 200 years of Swiss banking heritage with...

  • Assistant Relationship Manager

    vor 2 Wochen

    Geneve, Schweiz Albedis Vollzeit

    **INTRODUCTION**: FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING AN **ASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENT** POSITION BASED IN **GENEVA** **ASSIGNMENT DESCRIPTION**: - Execute **clients' instructions** accurately and timely, including transfers, trades, information requests, etc - Assist with **account opening **and KYC review for...

  • Junior Client Manager Wealth Management Eastern

    vor 1 Woche

    Geneve, Schweiz Credit Suisse Vollzeit

    Relationship Management / Client Service Advisory English **We Offer** Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals. UBS is the world’s largest and only truly global wealth manager. We operate...

  • Partner (Wealth)

    vor 2 Monaten

    Geneve, Schweiz Sionic Vollzeit

    Sionic is currently seeking a Partner to join its team on a permanent basis within our Wealth practice in Switzerland **The opportunity**: This is an opportunity to build the Sionic presence in Switzerland by leveraging the existing book of business as well as the firm's overall offering. PE/RE fund admin expertise that has been built up via the Jersey...