Switzerland - Asset & Wealth Management Consulting - Senior Consultant

Job Description

Level – Senior Consultant

Location – Switzerland (Zurich Office)

 

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the Asset & Wealth Management and Insurance industries. We are a boutique management consulting firm with over 1100 consultants and we work with 85% of the world's top Financial Institutions, we offer our clients a competitive edge through our expertise and industry insight. We have our headquarters located in the United Kingdom with a presence across across Europe, North America, MENA and APAC.

Following a hugely successful AIM listing where Alpha listed with a market cap of £160m in 2017, the company enjoyed further substantial growth before selling to one of the world's leading quoted private asset growth investors (Bridgepoint) for £626m in August 2024. As such, we are now at a critical turning point in our growth and we are looking to grow the company across all levels making it a fantastic time to join the business.

 

Role Responsibilities:

Based in Switzerland, you will carry out consulting engagements or manage projects for prestigious clients, leaders in Asset Management (Asset Managers, Private Banks, Investor Services Providers) in areas including:

• Strategy
• M&A Integration
• Review of Operating Models
• Evolution of Organisations
• Digital Transformation
• Operational Benchmarking
• Change Management 

 

We offer you the opportunity to embark on an exciting career:

• Delivering interesting assignments in an international environment (international assignments and teams, possibility of exchanges with other offices of the group)
• Working with high potential employees in a dynamic environment
• Putting your ideas into practice alongside the team and on client projects
• Taking ownership early on in your career – including possible ownership of deliverables or work streams within a project
• Developing know-how recognised by the major players in the financial industry and participation in the growth of the leader in Asset Management consulting
• Staying abreast of current business and industry trends relevant to the client's business
• You will also participate in the development of the firm's practices (such as Operations or Investments) and various business management areas (e.g.: Marketing or Recruitment)

 

Role Requirements (Skills, Experience and Qualifications):

• At least 2 years of proven experience in the consulting or projects gained within a leading financial institution or consulting firm
• Significant experience within ‘blue-chip’ Financial Services organisations, preferably Asset or Wealth Managers
• Experience of projects engaged on Target Operating Model, business processes and/or IT solutions in some of the following areas: Distribution, CRM, Portfolio management & Risk management, Middle & Back Office processes and outsourcing
• An understanding of market trends, drivers and outlook of the Asset and Wealth Management market
• First-class communication, presentation and problem-solving skills with an excellent command of Microsoft Office
• Basic knowledge of client relationship development and business development, for example writing proposals for new projects
• Stakeholder management and influencing skills – with both clients and colleagues
• Superb interpersonal skills with the ability to mentor, coach, and lead junior team members
• Focus on team achievement, not just individual goals
• Strong academic background from a top-ranking business school or engineering school
• Fluency in German and English is required
• Eligible to work in Switzerland

 

Sharing Success:

Allowing our people to share in our growth journey is a highly valued component of the business and here are a few ways that we do this:

• Competitive base salary
• Share of the profits of the business as a % of base salary: Each year the company distributes among its staff up to 30% of the profits measured through EBITDA.
• 25 days’ holiday additional to bank holidays
• Life insurance and travel insurance
• Laptop and mobile phone
• Supportive, social and collaborative environment
• Comprehensive training and development programmes (CAPM, Prince 2, CFA…)
• Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand
• An opportunity to make a significant contribution to Alpha value propositions, and to build and grow your own network within the Asset and Wealth Management industry

 

We are a highly collaborative and supportive team and enjoy socialising together. At Alpha we are committed to employing individuals from all backgrounds, that reflects the multi-cultural society we live in. We pride ourselves on operating an inclusive working environment and providing the best people to meet our client’s expectations of service.

Your Wellbeing:

Ensuring that we prioritise the wellbeing and care of everyone is paramount. To support this, we have an established mentoring and employee oversight framework across all global locations and levels. At the same time, we continue to invest in our comprehensive training and development programme that builds confidence, consulting skills and industry content.

Next steps:

If successful, you will have the opportunity to meet various team members during our recruitment process which typically include a Competency style interview, a Case Study interview, and a Final Round interview with one of our Europe Directors.