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capco

9 days ago

Senior Business Analyst* – Wealth Management & Advisory Platforms

Hybrid

business consulting

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AI TL;DR

Join Capco as a Senior Business Analyst to support a global transformation in Private Banking. You'll help redesign investment and advisory services for a leading financial institution.

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Thin listing · 40/100 against the market band on this page.

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Job description

Join Capco as a Senior Business Analyst to support a global transformation in Private Banking. You'll help redesign investment and advisory services for a leading financial institution.

Details

  • Frankfurt, Hybrid work model
  • Experience in Private Banking, Wealth Management, or Investment Advisory required

The work

  • Design comprehensive investment advisory journeys from service model selection to reporting
  • Define requirements for suitability and profiling, including risk and investment restrictions
  • Develop requirements for portfolio construction and advisory, including asset allocation
  • Support discretionary portfolio management functionalities, including monitoring and rebalancing