Wealth & Asset Management Consultant

Are you looking for a challenge? Do you want to work in a dynamic and innovative environment?Join Capgemini Invent, the strategic consulting and digital transformation unit of the Capgemini Group!

Financial Services Overview

The financial services industry is leading the innovation landscape driven by digital transformation, the growth of FinTech players, the adoption of artificial intelligence and advanced technologies that are reshaping how financial institutions operate and interact with their clients.

With our inventive approach to business and digital transformation, we help to define and implement disruptive value propositions, operational models and technological architectures that deliver real and sustainable business impact.

Role Description

As a Consultant / Senior Consultant in Wealth & Asset Management, you will play a key role combining business knowledge and technology to design and deliver strategic transformation projects for leading financial institutions.

You will have the opportunity to participate or lead project workstreams related to:

• Strategy and benchmarking of W&AM tools and platforms
• Implementation of strategic market solutions and platform re-engineering
• Functional design and business requirements definition
• Project & Program Management
• Process improvement, operational efficiency & quality assurance
• Business needs analysis and identification of high-impact solutions
• You will work closely with multidisciplinary teams and interact with senior stakeholders to shape the future of the Asset & Wealth industry.

Requirements

• 1–6 years of experience in consulting within Banking or Financial Services
• (For Analyst roles, previous consulting experience is a strong plus but not mandatory)
• Experience in Asset Management, Wealth Management or Fund Distribution (required for Consultant / Senior Consultant)
• Previous experience in technology-related consulting: platform implementation, benchmarking, functional analysis, testing or deployment
• Bachelor’s Degree in Business, Economics, Engineering or similar
• Fluent in Spanish and English (C1)
• Strong analytical, communication and presentation skills
• Result-oriented, proactive, dynamic and able to work in fast-paced environments
• Advanced Excel & PowerPoint. Technical knowledge (Python, R) is a plus.

Location

📍 Madrid or Barcelona (other locations in Spain may be considered)

At Capgemini Invent We create the leaders of tomorrow. Are you ready to take the next step with us?