Wealth Management & Private Banking – Principal Consultant / Managing Principal
CAPCO
UK - London
10d ago

Job Description :

Joining Capco means joining an organisation that is committed to an inclusive working environment where you’re encouraged to #BeYourselfAtWork.

We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It’s important to us that we recruit and develop as diverse a range of talent as we can.

We believe that everyone brings something different to the table so we’d love to know what makes you different.

Capco is a key consulting partner to the leading wealth managers and private banks, supporting the definition and execution of their strategic priorities.

Our work ranges from digital and client service proposition design, through to business model reviews, regulatory change, core operating model transformation and platform implementation.

We partner with our clients to deliver end to end business and technology transformation.

Our wealth management & private banking practice has grown rapidly, and we expect that growth to continue. To support this growth, we are looking for Principal Consultants and Managing Principals to join the team.

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 for our economy
  • You will have operational or change experience in the wealth management and private banking industry. This will have been gained either by working for a wealth manager, private banking, a private client investment business, or by working on projects for a consultancy firm.
  • You will not be afraid to challenge the status quo in a constructive manner, constantly looking at innovative and modern ways of working, disruptive technology or exploring traditional consulting frameworks
  • If you are joining us from another consultancy, you will have the drive to grow your book of business as well as to cultivate strong relationships with key influencers and decision makers across the market.
  • We will also expect your leadership contribution to help us build out our practice including for example definition of solution offerings, recruitment and internal practice contributions

  • Capco projects can touch on many parts of a wealth management business, so we need people with knowledge and experience of sales & distribution, advice / financial planning, client admin, portfolio management, technology, trading and operations environments.
  • About the Role

  • The projects you will work on could involve;
  • Advisor productivity and transformation
  • Client service proposition design and implementation
  • Client lifecycle management including client onboarding, CRM and client reporting
  • Client and front office applications and tools
  • Traditional and digital distribution
  • Advisory, discretionary portfolio management and execution-only mandates
  • 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
  • Successful candidates will bring;
  • Passion to solve complex, ambiguous problems and deliver sustainable solutions
  • The ability to engage, persuade and win the trust of board / senior executive level clients
  • The ability to develop new business including identifying opportunities and developing proposals
  • Ability to perform practice management roles in terms of cost management, contract management with discipline, rigor and integrity
  • Interest in developing Capco’s capabilities alongside project work, including helping to define and drive market offerings and propositions
  • Inspiring and leading the creation of thought leadership assets that present innovative and action-oriented insight on key relevant market themes
  • Interest in building high performing & multidisciplinary consulting teams, actively mentoring others and contributing to performance management and recruitment activities
  • Qualifications that can help but are not mandatory for example PMP, Prince2, Lean Six Sigma and CFA
  • 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. In London we maintain very close relationships with our colleagues in our regional hub’ locations including Edinburgh, New York, Toronto, Geneva, Zurich, Hong Kong and Singapore.

    We work very closely with our colleagues in the 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.

    All of this is designed so that you will find our office in Shoreditch to be a very friendly, stimulating and engaging base for the next stage of your career.

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