Consultant Wealth and Asset Management

Posted 17 Days Ago
Be an Early Applicant
Zürich
Mid level
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Be Yourself at Work, Make a Difference, and Act with Integrity are our values at Capco.
The Role
The consultant will advise clients in wealth and asset management, focusing on defining business solutions and implementing operating models. They will engage throughout the project lifecycle, from planning and risk assessment to translating business objectives into actionable plans while collaborating with technology teams.
Summary Generated by Built In


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.


What the Team is Saying

Sarvani
Michael
Josh
The Company
HQ: London
6,000 Employees
Hybrid Workplace
Year Founded: 1998

What We Do

Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of
business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance,
and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent.

TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients.

DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success.

DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions.

ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.

Why Work With Us

We support and encourage an inclusive culture, entrepreneurial outlook and independent thinking. Capco is not about organizational charts and rigid hierarchies – we want all employees to feel that Capco is their firm to own and run. We believe diversity powers innovation. Be Yourself At Work (#BYAW) is an integral and underlying part of our culture

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Capco Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
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