Consultant Wealth and Asset Management

vor 2 Wochen


Zürich, Zürich, Schweiz CAPCO Vollzeit

Consultant Wealth and Asset Management

at Capco Switzerland - Zurich

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 German

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 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.

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.



  • Zürich, Zürich, Schweiz .fintra Vollzeit

    At fintra, we are seeking a Senior Wealth Management Consultant to join our team. As a Senior Wealth Management Consultant, you will play a key role in shaping the future of financial services by collaborating with leading banks and wealth managers.Your responsibilities will include collecting information and data through various methods, analyzing and...


  • Zürich, Zürich, Schweiz Triaxis AG ∙ Asset Management since 1983 Vollzeit

    Private Wealth Manager PositionWe are seeking a Private Wealth Manager to join our team at Triaxis AG ∙ Asset Management since 1983.The ideal candidate will have extensive experience in managing high net worth individuals' wealth and be able to build strong relationships with clients.This is an excellent opportunity for a motivated individual who wants to...


  • Zürich, Zürich, Schweiz Brookfield Asset Management Vollzeit

    About the PositionWe are seeking an International Fund Specialist to join our team in Switzerland. In this role, you will be responsible for managing investor relationships by providing exceptional client service, responding to investor needs, and proactively providing market insights.The successful candidate will have a minimum of 15 years of experience in...


  • Zürich, Zürich, Schweiz Brookfield Asset Management Vollzeit

    About UsWe are Brookfield Asset Management, a pioneering company that has successfully navigated the ever-changing landscape of alternative investments for over a century. With our rich history and extensive expertise, we have established ourselves as a trusted partner for private wealth investors and financial advisors alike.Our commitment to delivering...


  • Zürich, Zürich, Schweiz Brookfield Asset Management Vollzeit

    Our TeamBrookfield Oaktree Wealth Solutions is committed to creating a diverse environment and being an equal opportunity employer. We are seeking a skilled Wealth Solutions Expert to join our team. This role will involve supporting senior professionals in developing and maintaining relationships with key stakeholders across EMEA geographies. The successful...


  • Zürich, Zürich, Schweiz talendo AG Vollzeit

    We are seeking a talented and driven individual to join our 2025 Graduate Talent Program in Asset Management. As an asset management expert, you will have the opportunity to work with a leading global wealth manager offering a wide range of investment solutions.Our team provides private, institutional, and corporate clients with financial advice and...


  • Zürich, Zürich, Schweiz Brookfield Asset Management Vollzeit

    Job ResponsibilitiesSupport senior professionals in developing and maintaining relationships with European financial institutions, digital investment platforms, and independent wealth managers.Assist with prospecting and developing relationships that broaden distribution within these investor segments and across all EMEA geographies.Act as key point of...


  • Zürich, Zürich, Schweiz Brookfield Asset Management Vollzeit

    About UsBrookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. Our unique and dynamic culture seeks team members who have a long-term focus and whose values align with our Attributes of a...


  • Zürich, Zürich, Schweiz LGT – Private Banking und Asset Management Vollzeit

    LGT Bank (Schweiz) AG is a renowned Swiss private bank, offering a unique opportunity for an experienced Executive Director to lead our Private Wealth Management team. As a key member of the Executive Board, you will be responsible for driving business growth, enhancing client relationships, and ensuring the delivery of high-quality financial services to...

  • CRM Sales Analyst

    Vor 7 Tagen


    Zürich, Zürich, Schweiz Brookfield Asset Management Vollzeit

    Company OverviewBrookfield Asset Management is a global leader in alternative asset management with a rich history spanning over 100 years. The company owns and operates real assets and related businesses, providing unparalleled investment expertise to private wealth investors.Sales PositionThis sales position requires a CRM sales analyst to support senior...


  • Zürich, Zürich, Schweiz Manulife Insurance Malaysia Vollzeit

    The Global Wealth and Asset Management Finance expert will play a key role in providing accurate and timely financial data to support business decisions. This includes consolidating and analyzing large amounts of financial information from various stakeholders, and preparing high-quality reports and presentations. The ideal candidate will have strong...


  • Zürich, Zürich, Schweiz Brookfield Asset Management Vollzeit

    Role OverviewBrookfield Asset Management, a global leader in alternative asset management, is seeking an experienced Senior Client Relationship Manager to join our team in Switzerland.This position plays a crucial role in fostering strong client relationships and driving business growth within the wealth management segment. The successful candidate will be...


  • Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA Vollzeit

    Wealth Management SolutionsWe offer comprehensive wealth management solutions tailored to the unique needs of each client. Our expert team will work closely with you to understand your goals and objectives, and develop a customized plan to achieve them.Our services include:Investment advice and portfolio management.Securities and asset management.Tax...


  • Zürich, Zürich, Schweiz eFinancialCareers Vollzeit

    The eFinancialCareers platform is a leading destination for finance professionals seeking new opportunities.We are seeking an experienced Wealth Management Expert to join our team based in Zurich, Switzerland. This role offers the chance to manage and advise high net worth individuals across Latin America.As a key member of our Wealth Management division,...


  • Zürich, Zürich, Schweiz Triaxis AG ∙ Asset Management since 1983 Vollzeit

    Finance and Sales OpportunityThis finance and sales opportunity is ideal for those who want to work in a dynamic environment and be part of a successful team.As Private Banking Relationship Manager (80-100%), you will be responsible for inspiring and acquiring new clients, taking care of your book, or handing over portfolio management to a specialist.The...


  • Zürich, Zürich, Schweiz talendo AG Vollzeit

    Company OverviewWe are a leading global wealth manager with a presence in over 50 countries. Our business is built on four key divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.We operate through a network of teams that work together to deliver advice-based solutions to our clients. Our team provides...


  • Zürich, Zürich, Schweiz Brookfield Asset Management Vollzeit

    About the CompanyBROOKFIELD ASSET MANAGEMENT IS A LEADING GLOBAL ALTERNATIVE ASSET MANAGER WITH A HISTORY OF OWNING AND OPERATING REAL ASSETS AND RELATED BUSINESSES.In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and...


  • Zürich, Zürich, Schweiz Pictet Group Vollzeit

    Company OverviewPictet Group is a leading global wealth manager with offices in Switzerland, Europe, Asia and the Middle East.We offer our clients a comprehensive range of financial services across traditional and alternative investments, as well as wealth planning and asset management solutions.


  • Zürich, Zürich, Schweiz additiv AG Vollzeit

    About the jobWe're seeking a skilled Business Analyst to join our Platform Technology team at additiv AG. As Junior Business Analyst – Wealth, you'll help shape digital wealth and asset management solutions.This is an excellent opportunity for candidates nearing completion of their Master's studies, with 1–2 years of finance experience, a strong interest...


  • Zürich, Zürich, Schweiz Triaxis AG ∙ Asset Management since 1983 Vollzeit

    Job DescriptionTriaxis AG is an independent asset manager with a FINMA licence in the heart of Zurich City. It has been successfully serving wealthy private clients, executives and entrepreneurs for over 40 years.The company offers an optimal infrastructure which gives you the freedom to act entrepreneurially and participate in its success to an...