Consultant leading project teams and defining IT requirements for digital transformation in Switzerland. Responsible for developing business solutions and ensuring sustainable implementation.
About the role
- Wealth Consultant supporting financial advisors in enhancing wealth practices and client outcomes. Collaborating with teams and driving growth initiatives in the investment/wealth management sector.
Responsibilities
- Work closely with advisors to enhance practice management capabilities
- Support the introduction and adoption of wealth solutions
- Identify growth opportunities through consultative engagement
- Collaborate with teams to ensure seamless program execution
Requirements
- University degree
- Minimum of 7 years of related experience in the investment/wealth management industry
- Experience in coaching, consultation, wealth product development, sales in financial services, and relationship management
- Expertise in mutual funds and registered plans
- Strong presentation and facilitation skills
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
- Bonuses
- Diversity and inclusion programs
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