Wealth Management Consultants recruitment
Capco are looking for Wealth Management Consultants to join the Wealth Practice. Applicants will have experience of project work within wealth management, private banking or Investment management. You will have a strong understanding of the project life cycle, process design, system implementation transformation programmes.
You have in-depth knowledge of at least one of the following areas:
- Management of Client Relationships
- CRM Applications
- Financial Planning
- Portfolio Management / Investment Advisory
- Wealth Structuring (Tax, Trusts, Estates, etc.)
- Investment Management Middle and Back Office Operations or Systems
Skills and Experience
- Functional knowledge of key Private Banking packages such as Avaloq, Olympic, T24, Odyssey AAA, Quasar/Rhymesight
- Implementation of Wrap platforms, or functional knowledge of Wrap platform
- Image and workflow with Wealth Management organisations
- prior experience with the outsourcing of Wealth Management / Investment Management services, either from the perspective of the wealth manager or the service provider
- Knowledge of key regulatory themes such as RDR, FATCA, Client Suitability, Data Privacy, etc
- Client onboarding processes, challenges and regulatory requirement
- Digital channels (especially ‘internet’ and ‘mobile’) for the delivery of transactional or advisory services
- Transformation programmes addressing the Operating Model of a Wealth Management organization – either at global or regional level.
- A background in at least one of the customer segments in Wealth Management: Mass Affluent, Affluent, High Net Worth, Ultra High Net Worth
February 12, 2012
• Tags: Private Banking, Wealth Management careers in the UK, Wealth Management Consultants recruitment • Posted in: Financial