Financial Expert

Vor 7 Tagen


Munich, Bayern, Deutschland CAPCO Vollzeit

About Capco

Capco is a global management consulting firm that specializes in the financial services industry. We combine innovative thinking with unique expertise to deliver cutting-edge solutions to our clients.

Your Role

As a (Senior) Consultant - Wealth and Asset Management, you will be responsible for analyzing, defining, and implementing new business and operational models, as well as digital transformation programs and post-merger integrations for asset managers, private banks, wealth managers, and deposit banks.

Your Responsibilities

  • Support the analysis, definition, and implementation of new business and operational models, as well as digital transformation programs and post-merger integrations for asset managers, private banks, wealth managers, and deposit banks.
  • Advise these client groups on key regulatory topics such as KYC, anti-financial crime, KAIT, KAGB, MiFID II, DSGVO, and related compliance questions.
  • Support sales processes and participate in tenders and customer presentations.
  • Take on (gradually) more responsibility for your topics, as well as the leadership of (partial) projects and project teams.
  • In addition to project work, you will have the opportunity to contribute to various internal topics, further develop yourself internally, and implement your own ideas.

Your Profile

We are looking for a highly motivated and experienced professional with a strong background in the financial services industry. You should have a successful university degree and several years of experience in asset management or management consulting, preferably in the financial services sector.

  • A successful university degree and several years of experience in asset management or management consulting, preferably in the financial services sector.
  • Bring your knowledge and experience in regulatory requirements (e.g. MiFID, KAGB or AIFMD), client segments, products, and distribution channels in the Wealth & Asset Management area, and ideally know market-standard trading solutions and/or core banking solutions (e.g. SimCorp, Avaloq, Aixigo, OBS, Temenos, Bloomberg, Charles River or Aladdin).
  • As a project leader, PMO, or business analyst, you have already supported transformation projects (agile and/or classical) and bring ideally IT knowledge, especially asset management applications.
  • In addition to your professional strengths, you are team-oriented, have a very high level of initiative, engagement, and assertiveness.
  • Excellent communication skills in German and English, as well as unrestricted mobility in the (inter-)national space.


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