Financial Services Specialist providing financial reviews and assisting customers in selecting life and financial products. Engaging customers and hosting educational seminars for wealth management services.
About the role
- Consultant in financial services supporting transformation projects at banks and insurance companies. Engaging with project management and customer experience in hybrid role based in Germany.
Responsibilities
- Contribute to transformation projects at banks or insurance companies, nationally or internationally.
- Participate in project management, sales strategies, digital claims management and more.
- Develop as a generalist or specialize in a specific subject area.
- Drive the transformation of the banking and insurance industry using cutting‑edge technologies.
- Take on responsibility and provide professional expertise within project teams.
Requirements
- Completed degree in Business Administration, Economics, Business Informatics or a related field.
- Master’s degree preferred.
- Interest in consulting at the interface between business units and IT within the financial services domain.
- Enthusiasm for transforming a data‑driven and innovation‑driven industry.
- Experience in the financial services sector and initial project management experience.
- Strong analytical and conceptual skills, combined with a hands‑on approach.
- Team player with initiative and a strong sense of responsibility.
- Strong communication skills in German and ideally also in English.
- Flexibility and willingness to travel for national and international project assignments.
Benefits
- Personal Growth Model and a Coaching & Leading approach for long‑term development and day‑to‑day work.
- Wide range of training opportunities through the Academy, including bootcamps, language courses and certification programs.
- Flexible career model and a "Fluid Company" approach to support individual career progression.
- Work–life balance with part‑time options where possible.
- Mobile Work Policy allowing work from home or from offices across Germany.
- Mobile Work Abroad for up to 50 days per year from EU countries.
- 30 days of annual leave + additional leave in special family circumstances + sabbatical options.
- Fixed monthly mobility budget for flexible and environmentally conscious commuting.
- Values‑oriented corporate culture, including commitment to social responsibility and company events participation.
Job title
Job type
Experience level
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Degree requirement
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