Wealth Management Business Consultant

vor 1 Woche

Zurich, Schweiz Exadel Inc Vollzeit

**Wealth Management Business Consultant**

We are looking for a Wealth Management Business Consultant in a work from anywhere environment with people who truly care about you and your ideas.

**Work at Exadel - Who We Are**:
Since 1998, Exadel has been engineering its own software products and custom software for clients of all sizes. Headquartered in Walnut Creek, California, Exadel currently has 2000+ employees in development centers across the Americas and Europe. Our people drive Exadel's success, and they are at the core of our values.

**Requirements**:

- On site in Zurich, Switzerland
- 5 - 10 yrs of Wealth Management experience
- Project Management, strategy, and budgeting experience on financial projects
- Previous consulting experience

**Nice to have skills**:

- German
- IT Consulting
- Experience in a large consulting company (e.g., EY, KPMG, PWC, or Deloitte)
- Mifid II or Fedleg experience

Advantages of Working with Exadel:
**F2B Optimisation**

Have the opportunity to advise FSI clients how to evolve their Operating Models by strategic Front-2-Back improvements of core value chains with a focus on credit lending products. Thereby you can support in amongst others strategy development, process optimization, digitalization and change management.

**Client Analytics and E2E LifeCycle Management**

Support our clients in optimising their client-facing advisory, lead generation and sales processes on a strategic and operational level. Together as a team, we help them to enhance customer experience and satisfaction while improving financial performance.

**Asset & wealth management and compliance transformation**

Together with your team, focus on optimizing and digitalizing front-to-back processes in wealth management (esp. client onboarding) and the review, design and transformation of risk & compliance target operating models (TOM) in financial services, for which we also leverage risk analytics solutions (e.g. voice analytics)

**Financial Crime Prevention**

Support our clients in fighting financial crime such as money laundering, violation of sanctions, corruption, and fraud. Thereby you can support in amongst other optimizing the detection models using advanced analytics and big data, integrating financial crime prevention into client processes, and improving the efficiency and effectiveness of the preventive measures.

**Enterprise Risk Management (ERM) and transformation**

Have the opportunity to advice our clients in different industries on how to set-up their risk management function. We support as a team to define the risk strategy and appetite, followed by defining the risk function and its organization to identify, measure, and managing the risks within the defined boundaries.

**Internal Audit for Financial Services

  • Business Support Wealth Management

    vor 1 Woche

    Zurich, Schweiz Vontobel Vollzeit

    Your opportunity Support (ca. 60%) Fachliche und technische Unterstützung sämtlicher Front-Mitarbeiter innerhalb des Wealth Management via Telefon, E-Mail, Ticketing und Onsite Business Analyse / Projektunterstützung(ca. 40%) Analyse und Identifizierung von Schwachstellen in Business-Prozessen und deren Abstimmung mit unseren IT-Spezialisten Analyse,...

  • Consultant Wealth and Asset Management

    vor 7 Monaten

    Zurich, 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...

  • Senior Wealth Planning Specialist

    vor 1 Monat

    Zurich, Schweiz BNP Paribas Wealth Management Vollzeit

    About BNP Paribas Wealth Management">BNP Paribas Wealth Management is a leading financial institution with a strong presence in Switzerland, providing high-end wealth planning solutions to complex high net worth individuals, entrepreneurs, and wealthy families.">We Are Hiring">We are seeking an experienced Wealth Planning Specialist to join our team in...

  • Investment Advisor, Wealth, Latam

    vor 7 Monaten

    Zurich, Schweiz Jigsaw Financial Vollzeit

    A leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The 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...

  • Business Consultant

    vor 8 Stunden

    Zurich, Schweiz Orange Business Services Vollzeit

    **About the role**: The primary focus of the Customer engagement consultant is to provide customers, including executive level, with in-depth knowledge and execution of customer experience and engagement strategy. As a consultant you will be working to deliver value for the customer strategy, utilizing tools such as gap assessments, turning data into...

  • Strategic Business Portfolio Management Consultant

    Vor 2 Tagen

    Zurich or Lugano, Switzerland Infront Financial Technology GmbH Vollzeit

    About Infront Financial Technology GmbHAt the end of 2022, Assetmax entered an exciting new chapter by joining forces with Infront, a leading European wealth-tech company. This strategic acquisition marked a pivotal moment in Assetmax's journey, enhancing its capabilities and reach while setting the stage for future growth.Founded in Switzerland with a...

  • Senior Business Consultant Portfolio Management Solution

    Vor 7 Tagen

    Zurich or Lugano, Switzerland Infront Financial Technology GmbH Vollzeit

    About InfrontAt the end of 2022, Assetmax entered an exciting new chapter by joining forces with Infront, a leading European wealth-tech company. This strategic acquisition marked a pivotal moment in Assetmax's journey, enhancing its capabilities and reach while setting the stage for future growth.Founded in Switzerland with a strong presence in Zurich and...

  • HR Business Partner Wealth Management

    Vor 7 Tagen

    Zurich, Schweiz Vontobel Vollzeit

    Your opportunity Your main responsibility is to partner with the Business Unit Head of your area in Wealth Management and their senior leadership to drive business outcomes. People strategic topics Execute on the people agenda for your Business Units in line with business priorities: jointly with Leadership team, shape and implement a plan on talent...

  • Wealth Management Specialist for Latin America

    vor 1 Monat

    Zurich, Schweiz eFinancialCareers Vollzeit

    About the RoleThis is an exceptional opportunity to join a thriving Wealth Management business in Zurich.As a Wealth Management Specialist for Latin America, you will manage and advise clients across Public and Private Asset classes, ensuring their portfolios achieve optimal returns.You will act as a technical expert on investments, advising and counselling...

  • Relationship Manager

    vor 7 Monaten

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 298567BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager for UHNW Arabian Gulf...

  • Business Risk Manager Wealth Management

    vor 8 Stunden

    Zurich, Schweiz coni+partner AG Vollzeit

    coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine internationale...

  • Wealth Management Assistant

    vor 8 Stunden

    Zurich, Schweiz Redstone Private Banking Vollzeit

    Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...

  • Wealth Management Client Account Manager-wm

    Vor 4 Tagen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 251572BR **City** Zürich **Job Type** Full Time **Your role** Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you have a "can do" mentality and want to be part of our growth story...

  • Strategic Recruiter HR Wealth Management

    vor 7 Monaten

    Zurich, Schweiz Bank Vontobel Vollzeit

    Bank Vontobel Zurich, SwitzerlandPosted 1 day ago Permanent Competitive - Strategic Recruiter HR Wealth Management - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider...

  • Client Account Manager

    Vor 5 Tagen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 260918BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you want to take your career to the next level learning new things every day? You proactively go the extra mile, take ownership, and make things happen? Are you...

  • Change Portfolio Manager

    Vor 6 Tagen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Management and Business Support, Process, project and program management - Global Wealth Management **Job Reference #** - 269352BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you well organized and can connect with both business and IT stakeholders at various management levels so that the change organization...

  • Consultant Business Continuity Management

    vor 7 Monaten

    Zurich, Schweiz Organisation und Informatik - Stadt Zurich Vollzeit

    Die Organisation und Informatik (OIZ) ist das Informatik-Kompetenzzentrum der Stadt Zürich. Für unsere Kunden erbringen wir qualitativ hochstehende und konkurrenzfähige Dienstleistungen in den Bereichen Organisation und Informatik. Zur Verstärkung unserer Abteilung Beratung suchen wir per sofort oder nach Vereinbarung eine motivierte und engagierte...

  • Wealth Management Service Line Outbound Agent

    vor 1 Woche

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 266095BR **City** - Zürich **Job Type** - Temporary / Contract **Your role** - Do you like interacting with clients on the phone? Would you like to work in an energetic and agile team? Are you interested in modern technologies? We are...

  • Assistant Wealth Management

    vor 8 Stunden

    Zurich, Schweiz Vontobel Vollzeit

    Your opportunity In your role as an Assistant, you will support the Senior Relationship Managers in their acquisition activities of new private clients in the Central and Eastern European market area as well as in all aspects of wealth management and investment advice. Work closely with our in-house asset management and investment specialists to ensure a...

  • Senior Business Consultant Portfolio Management Solution

    vor 3 Wochen

    Zurich or Lugano, Schweiz Infront Financial Technology GmbH Vollzeit

    About InfrontAt the end of 2022, Assetmax entered an exciting new chapter by joining forces with Infront, a leading European wealth-tech company. This strategic acquisition marked a pivotal moment in Assetmax's journey, enhancing its capabilities and reach while setting the stage for future growth.Founded in Switzerland with a strong presence in Zurich and...