CareerPlan

Banking & Wealth Management Consultants (Associates)

Athens, GRFull-time2026-11-12 → 2026-11-13

Core

Associate consultant supporting senior members in analyzing client business/operating models, identifying inefficiencies, and recommending solutions to drive operational excellence and business growth in Financial Services.

Role type

Associate Banking & Wealth Management Consultant

Builds

Business transformation initiatives, process improvements, and digital innovation strategies for Banking, Card Payments, NPL Servicing, and Wealth Management clients.

Domain

Financial Services (Banking, Wealth Management, Payments)

Required skills

Business analysis, analytical problem solving, financial services domain knowledge, strategic and execution level thinking, report and presentation preparation, cross-functional collaboration

Preferred skills

Experience in consultancy or industry player, understanding of modern business/operating models, curiosity about emerging trends

Technologies

None explicitly stated

Responsibilities

Support senior members in analyzing client business/operating models, Assist in design and implementation of business transformation initiatives, Participate in client workshops and presentations, Prepare reports and business cases, Collaborate with cross-functional teams, Contribute to documentation of business requirements

Seniority

Associate, early career (up to 3 years experience)