Functional Consultant – Wealth & Asset Management (M/F)

Company Description

WIZE by TW is an All-In-One Wealth Management solution offered by the TeamWork group, a Swiss company founded in 1999 and now counting more than 1,200 employees.

Our platform meets a multitude of needs: portfolio management, order preparation, CRM, regulatory compliance, billing, e-banking, as well as the first native Core Banking System capable of integrating, on a single platform, both deposited and non-deposited assets.

With the trust of over 120 clients across 26 countries, WIZE by TW pursues its goal: to enable its clients to focus on their business by relying on a powerful, reliable, and scalable platform.

To support the growth of our activity, we want to strengthen our PMS (Portfolio Management System) team and are looking for a Functional Consultant – Wealth & Asset Management (M/F) with at least 3 years of experience in technological project management and/or the Wealth / Asset Management field.

Job Description

Reporting to the Portfolio Management System team, you will support our clients in the implementation, maintenance, and evolution of our solution.

You will be involved in the project, onboarding, and level 3 support phases, in constant interaction with business and technical teams.

Your main tasks:

• Lead the implementation of the PMS solution at our clients (configuration, integrations, controls, tests).
• Provide training and support to end users.
• Analyze client needs and contribute to the prioritization of functional enhancements.
• Collaborate with custodian banks and market data providers (SIX, Bloomberg, FactSet, etc.).
• Participate in quarterly releases, regression testing, and functional documentation.
• Ensure data quality and the consistency of portfolio performance and valuations.

Qualifications

• Experience: minimum 3 years in a similar role (functional consultant, business analyst, project manager, or PMS specialist) in the Wealth / Asset Management, Private Banking, or financial software vendor sector.
• Education: Master’s degree or equivalent in Finance, Information Systems, Economics, Management, or Computer Science.
• Functional skills:
  • Good understanding of financial products, portfolio management, and valuation mechanisms.
  • Knowledge of reporting, performance, fees, and retrocessions.
  • Familiarity with market data tools and security reference data.
• Technical skills:
  • Advanced proficiency in Excel.
  • Good knowledge of Jira and Rest API.
  • Familiarity with technical environments (Java, HTML, Linux) appreciated.
• Languages:
  • Fluent French and English (written and spoken).
  • German is a plus.

Personal qualities:

• Excellent communication skills and customer service orientation.
• Rigor, autonomy, and organization.
• Team spirit, pedagogy, and ability to simplify complex concepts.
• Interest in analysis, problem-solving, and continuous improvement.

Additional Information

Why join WIZE by TW?

• Work within a human-sized but fast-growing company.
• Develop in a positive, caring, and stimulating environment.
• Join an experienced, motivated team committed to service quality.
• Contribute to a platform recognized in the market for its performance and reliability.
• And above all… join a company where it’s great to work!

WIZE by TW is proudly certified Great Place to Work®, with 95% of employees considering the company an excellent workplace (compared to 61% on average in Switzerland).
In 2025, we were ranked 8th best employer in Switzerland in the 20–49 employees category. We currently have 58 employees.

Do you see yourself in this description?

Send us your application now to join a company where expertise, people, and innovation are at the heart of the project.

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