Consultant Wealth and Asset Management

vor 1 Tag


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, Schweiz CAPCO Vollzeit

    Consultant Wealth and Asset Management at Capco Switzerland - ZurichABOUT CAPCOCapco 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,...


  • Zürich, ZH, Schweiz William Blake Group Vollzeit

    Posted by - Danielle Rapaport- Partner This is a role which focuses on raising and retaining assets in the wholesale/private wealth distribution channel in Switzerland. Our client is a well-known European investment manager with established long-term relationships with distribution partners across Europe and a track record of delivering on private markets...

  • Senior Partner

    vor 1 Tag


    Zürich, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...


  • Zürich, Schweiz eFinancialCareers Vollzeit

    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 existing clients and also contribute to the growth of the business in the region. You will advise across Public and Private Asset classes, ensuring...


  • Zürich, Schweiz ISP Group Vollzeit

    As our new Wealth Management Associate, you willSupport the monitoring of our discretionary managed portfoliosImplement trading strategies into the managed portfolios, following regulatory requirements for asset managers in SwitzerlandParticipate in the investment committee meeting of the GroupAct as Relationship Manager for relevant clients of the Wealth...


  • Zürich, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:Responsibilities:Establish and develop a dedicated Wealth Management businessLiaise with the CEO and Board in building the private banking offeringAttract and maintain your own clientsGrow a private banking team which will also focus on attracting clients from their networkExpand the overall current client and asset...

  • Senior Partner

    Vor 5 Tagen


    Zürich, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...

  • Senior Partner

    Vor 2 Tagen


    Zürich, Schweiz Helvetic Trust Vollzeit

    Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...

  • Senior Partner

    Vor 5 Tagen


    Zürich, Schweiz Helvetic Trust AG Vollzeit

    Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust offers wealth management, asset management and family office services at its strategic locations. Helvetic Trust is regulated by the competent authorities in Switzerland and is licensed by...


  • Zürich, Schweiz Alpinum Investment Management Vollzeit

    Alpinum Investment Management is a successfully growing Swiss asset manager based in Zurich with USD 2 billion AuM. We run a fund range for which long term capital appreciation and drawdown management are key considerations. We offer market differentiating high-quality investment solutions and an award-winning product range specifically tailored to serving...


  • Zürich, Schweiz talendo AG Vollzeit

    2025 Graduate Talent Program – Asset Management, Client Coverage - ZHInterested in working in financial services, but not sure where to start? Do you want to work for a firm with a truly global footprint?We’re looking for ambitious students to join our 2025 Asset Management Graduate Talent Program.You’ll get to:build an understanding of our industry,...


  • Zürich, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:Client:Location:Job Category:Other-Job Reference:1be52164eab3Job Views:10Posted:21.01.2025Expiry Date:07.03.2025Job Description:OVERVIEW:Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment...


  • Zürich, Schweiz Goldman Sachs Group, Inc. Vollzeit

    About the programOur New Analyst Program is a full-time program for final year undergraduate and graduate students. As a new analyst, you will learn about our businesses, develop important relationships, and build career-enhancing skills.As a participant, you will:Learn about the firm and how we do businessGain the skills and knowledge necessary to support...


  • Zürich, Schweiz Goldman Sachs Group, Inc. Vollzeit

    About the programOur Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's or graduate degree. You will be fully immersed in our day-to-day activities.As a participant, you will:Attend orientation where you’ll learn about our culture, as well as the benefits and responsibilities of being a member of the...

  • Senior Consultant

    Vor 5 Tagen


    Zürich, Schweiz Lucht Probst Associates GmbH Vollzeit

    Senior Consultant (m/f/d) Treasury/ Risk /Asset Liability Management (ALM)Your responsibilitiesAre you looking for a highly dynamic work environment in a fast-growing company that offers you the opportunity to gain international experience and network with the brightest minds in the Financial Service industry? We offer you this opportunity - because we want...

  • Senior Partner

    Vor 2 Tagen


    Zürich, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:Client:Helvetic Trust AGLocation:Job Category:OtherJob Reference:2f3c52cd88eeJob Views:10Posted:21.01.2025Expiry Date:07.03.2025Job Description:Helvetic Trust is an independent asset manager catering to the needs of high net worth individuals, family offices, foundations and institutional investors. Helvetic Trust...


  • Zürich, 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...


  • Zürich, Zürich, Schweiz Marmot Invest AG Vollzeit

    Marmot Invest AG is a Swiss wealth manager dedicated to serving women and their families. Our mission is to deliver exceptional financial advisory services, underpinned by our investment philosophy that champions cost-effective and risk-minimized investing through diversification over market timing or the pursuit of alpha alone.We're seeking a visionary...


  • Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. 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. Julius Baer is a leading Swiss wealth management group with a rich history spanning over 130 years. As the international...


  • Zürich, ZH, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support, Portfolio and fund management, Quantitative Analysis - Asset Management **Job Reference #** - 306888BR **City** - Zürich **Type** - Graduate GTP/Full-Time Analyst **Your role** - Interested in working in financial services, specifically asset management, but not sure where to...