(Senior) Consultant Financial Services - Asset Management (all genders)
Zürich
Key information
- Publication date:26 March 2025
- Workload:100%
- Contract type:Unlimited employment
- Place of work:Zürich
Job summary
Join Exxeta in Zürich, where tech meets finance innovation. Enjoy a dynamic work environment with growth opportunities.
Tasks
- Support clients in financial services, from traditional to disruptive players.
- Engage with senior management on tech, data, and regulatory projects.
- Contribute to Exxeta Switzerland's growth through business development activities.
Skills
- Master's in Banking, Finance, or similar; equivalent experience also accepted.
- 3+ years in financial services, especially asset management.
- Experience with regulatory requirements and asset management software.
Is this helpful?
Locations: Zurich
At Exxeta, we challenge the traditional concept of consulting and tech. Over 1200 colleagues at various locations create digital solutions together every day, changing markets and mindsets – driven by our passion for the financial industry, technology, our team spirit, and the urge to create real impact. High-tech with a heartbeat.
In your role as (Senior) Consultant Financial Services (80-100%), you will work on implementing innovative solutions in the financial services sector. You will actively contribute to the growth of Exxeta Switzerland by participating in business development activities and collaborating with Exxeta tech and business experts from different locations.
What to expect
- Support our clients from the financial services industry, from traditional players to disruptive newcomers
- Direct contact with senior management and subject matter experts in the context of technology and data, regulatory projects, as well as digital and business transformation
- Contribute directly to the growth of Exxeta Switzerland by participating in business development activities
- Grow in a highly motivating environment where flexibility meets entrepreneurial thinking
What we expect from you
- Personal background: Master's in Banking & Finance, Economics, Law, Business Informatics, or comparable (but not a must if equivalent professional experience can be demonstrated).
- Expertise: 3+ years of professional experience in the financial services industry, particularly in asset management. This means: You know the asset management value chain end-to-end.
- Preferred: You are familiar with regulatory requirements (e.g., MiFID II, FIDLEG, FinSA, Basel III, ESG guidelines, Collective Investment Act, UCITS Directive) and their implementation in asset management projects. Additionally, you are knowledgeable about asset management software and tools (e.g., Aladdin, SimCorp Dimension).
- Methodological expertise: Experience as a business analyst and strong stakeholder management skills to coordinate with key stakeholders and create clear, structured reports on various asset management topics.
- Certificates: Do you hold the CFA or CAIA certificate? That’s a plus.
- Mindset: You have a hands-on mentality and bring an entrepreneurial spirit, along with the desire and flexibility to develop in a dynamic environment. Furthermore, you are interested in technological solutions in the financial sector and possess strong communication skills and enthusiasm for working with clients.
- Mobility: You are flexible and mobile.
- Let's talk: You speak fluent German and English - great, then you will fit in perfectly at Exxeta.
Why Exxeta
- Experience start-up vibes with a strong backbone! With us, you not only expand your project expertise but also actively shape our Swiss offering and help us strengthen our presence in Switzerland
- Lifelong learning: Expand your professional skills through our wide range of internal and external training and certifications
- A competitive, performance-based salary and benefits package (attractive pension plan, 27 days of vacation)
- Unforgettable events: Whether summer party, team, or company event - we celebrate successes together
- An Apple a Day: Coffee, tea, Coca-Cola, fruit – all on us! What’s your favorite drink?
- Mobility: We pay for your half-fare card for 2nd class.
Curious? Become part of our exciting journey and help shape Exxeta Switzerland. We look forward to meeting you! Do you have any questions? Then feel free to reach out.
About company
Exxeta GmbH
Zürich
Benefits
No dress code
Free fruits
Working from home
Sustainability strategy
Training
Training budget per employee
Diverse workforce
Parking spaces available
40 hour working week
Accident insurance
Friday afternoon drinks
Supplementary insurance
Company smartphone
Part-time work
Kununu Top Company
Mileage compensation
Employee discount
Free drinks
In the city center
Flexible working hours
Personal coaching
Good public transport connections