Management Consultant - Edinburgh, United Kingdom - CAPCO

CAPCO

Verified Company

Edinburgh, United Kingdom

3 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About Capco Wealth & Asset Management
Capco specialises in financial services consultancy.

Our clients include global and regional private banks, wealth managers, life insurers, asset managers and fund administrators, from the largest global diversified groups to very small privately held boutiques.

We act as key business partners to help them get through complex business and technology change.

The UK team has 75+ consultants working in this market.

We maintain very close relationships with our colleagues in our regional 'hub' locations including London, New York, Toronto, Geneva, Zurich, Hong Kong and Singapore.

We work very closely with our colleagues in the insurance, retail, payments and investment banking markets.

We are very distinctive in the market when it comes to improving how people and companies interact with each other by using new methods and technologies to imagine and then bring to life a better way of doing things.

We do not shy away from adopting any techniques, from well explored ideas like process excellence / lean six sigma, and organisational change design, to new methods like machine learning and data visualisation.

The Capco culture is dynamic and creative with an extremely strong focus on creating lasting value for our clients and employees.

Our people benefit from ongoing training that helps them to build new skills and enhance existing knowledge. Our structure is kept very flat and non-hierarchical which helps with collaboration and innovation. We are also very proud of the diversity, inclusivity and meritocracy that we have developed.

About You

You will share our vision and passion to make business and operating models more resilient and efficient, with an aim to drive better wealth accumulation, investment returns and retirement outcomes
You will have operational or change experience in the wealth management and private banking industries
You will want to challenge the status quo and explore new methods and technologies that can benefit our clients
You must be passionate about delivering change from strategy through to solution implementation
Capco projects can touch on many parts of a wealth management business, so we need people with knowledge and experience of investment and private banking product sales & distribution, advice/financial planning, portfolio management, trading, operations and associated technology platforms and solutions.
You will bring knowledge of how wealth managers and private banks deliver value to endclients, control their costs and grow their business
You will broadly know the rules and regulations that they comply with and will possess expertise in a business process area, key systems, or the client and intermediary relationships they serve

About the Role
The client engagements you will work on or lead could involve;

Advisor productivity and transformation
Client service proposition design and implementation
Client lifecycle management including client onboarding, CRM and client reporting
Traditional and digital distribution
Advisory, discretionary portfolio management and executiononly mandates
Financial planning client journeys and tools
Investment product propositions and research
Private banking asset and liability products
Operations transformation and automation
Service provider oversight and outsourcing
Regulatory change and execution including for example MIFID II, GDPR, Suitability and SMCR
Core platform selection and implementation
Business architecture design including connectivity between systems, data flows and processes
Passion to solve complex, ambiguous problems and deliver sustainable solutions
The ability to engage, persuade and win the trust of client stakeholders of all levels
Demonstrate key behaviours and values that befit a strong team player
Interest and aptitude in business development, including for example preparing proposals
Willingness to lead or support internal Capco contribution, for example Thought Leadership, Recruitment events, and Market Research
Qualifications that can help but are not mandatory for example PMP, Prince2, Lean Six Sigma and CFA

**Next Steps