Financial Services Consultant

vor 1 Monat


Lugano, Tessin, Schweiz FORFIRM Vollzeit
About FORFIRM
FORFIRM is dedicated to delivering innovative solutions that address real business challenges faced by our clients. We take pride in our knowledge-driven approach, ensuring that we listen to our clients and tailor our solutions to meet their specific needs.

Company Culture
At FORFIRM, we foster a culture where every individual can define their role and express their ideas freely. We operate as a true meritocracy, where performance and results shape career advancement.

Position Overview
We are seeking skilled and enthusiastic Financial Services Consultants to join our vibrant international team. In this role, you will engage in projects for some of Europe’s leading brands, primarily within the Financial Services and Fintech sectors. You will collaborate closely with colleagues across various FORFIRM business units to define and analyze requirements, contributing to the development of sustainable solutions.

Key Responsibilities
1) Requirements Gathering:
  • Engage with stakeholders to comprehend business objectives, processes, and challenges.
  • Document, prioritize, and elicit requirements for new initiatives or process enhancements.
2) Solution Design:
  • Collaborate with external partners to design solutions that align with business objectives.
  • Develop functional specifications and user stories.
3) Project Management:
  • Oversee project planning, scope definition, and resource allocation.
  • Coordinate internal resources and vendors to ensure timely project delivery within budget.
  • Track project progress and ensure deadlines are met.
4) Stakeholder Communication:
  • Serve as a liaison between business units, IT, and other relevant teams.
  • Translate technical concepts into accessible language for non-technical stakeholders.
5) Testing and Quality Assurance:
  • Verify that implemented solutions meet business requirements.
  • Support user acceptance testing (UAT) and resolve any issues.
6) Change Management:
  • Assist in change initiatives by preparing training materials and facilitating user adoption.


Candidate Profile
The ideal candidate will possess:
  • A Bachelor’s degree in business administration, computer science, or a related field.
  • 5-10 years of experience in consultancy within the financial sector.
  • Fluency in Italian and English; knowledge of additional languages is a plus.
  • Strong analytical skills to interpret data and derive meaningful insights.
  • Ability to identify challenges, propose solutions, and drive continuous improvement.
  • Excellent verbal and written communication skills to convey complex information clearly.
  • A solid understanding of the industry or domain relevant to the business.
  • Proficiency in MS Office, with advanced Excel skills.


What We Offer
  • Engagement in international, multi-disciplinary projects from day one.
  • A highly meritocratic environment with a points-based bonus and promotion system.
  • A focus on knowledge enhancement through regular training opportunities.
  • Flexible working hours and a supportive smart-working environment.
  • Opportunities for travel and international work experiences.
  • A dynamic and supportive team atmosphere.

FORFIRM is an equal opportunity employer that values diversity. Qualified applicants will receive consideration for employment without discrimination based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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