Experienced - Wealth Management
Core
Senior Consultant leading strategic transformation projects for Wealth Management, Asset Management, and Insurance clients, focusing on regulatory compliance (MiFID II/IDD) and process evolution.
Role type
Senior Consultant (Strategy, Risk & Transactions Advisory)
Builds
Regulatory compliance frameworks, client advisory solutions, and process transformation for Wealth Management business
Domain
Financial Services / Wealth Management / Regulatory Compliance
Deliverable
client delivery
Required skills
Wealth Management processes, MiFID II/IDD regulatory frameworks, functional analysis documentation, team leadership, stakeholder management, rapid prototyping, data-driven monitoring
Preferred skills
Prior experience in banking/consulting firms within Wealth Management/Private Banking
Technologies
Rapid prototyping tools, data-driven monitoring platforms
Responsibilities
Lead functional workstreams in complex transformation projects, define innovative process solutions, interpret regulatory evolutions for operational impact, support junior consultants, collaborate with international networks
Seniority
Senior, hands-on IC with team leadership