Wealth & Asset Management Consultant – Digital and Business Transformation Focus

ADVISORY & STRATEGY

Wealth & Asset Management Consultant – Digital and Business Transformation Focus

Are you curious and ready to take on a new career challenge? Are you eager to join a dynamic company and bring innovation through your work and skills?

Prometeia offers opportunities for growth and training within a Group with over 1,000 professionals serving more than 500 Clients in 20 countries worldwide.

Among the European leaders in Enterprise Risk Management and Wealth & Asset Management solutions, Prometeia is seeking talent to join our Wealth Management consulting team, contributing to the innovation of business models and the digital transformation of leading financial institutions.

With regard to the newly created Luxembourg Branch, we are seeking to strengthen the team by hiring skilled and engaged professionals.

MAIN TASKS

As a Wealth Management Consultant, you will join a highly multicultural, fast-growing, and dynamic environment, active in the digital and business transformation advisory space. The projects you will take part in span from business and digital transformation strategy to execution, across multiple nuances and leveraging leading-edge technologies for important financial institutions in the Luxembourg market.

• Support business innovation and digital transformation projects in Wealth & Asset Management and Insurance
• Project Management and PMO support (waterfall and agile)
• Coordinate program activities in complex organizational and regulatory contexts, interacting with various stakeholders
• Execute benchmarks, market research, and competitive analysis tailored to Luxembourg's landscape and more widely WAM's strategic evolution
• Analyze and map complex business processes, identifying improvement areas and efficiency gains
• Provide support during project discovery phases, and definition of IT solutions to support the various business functions (i.e., Portfolio Management, Sales, Operations, Investment Administration, Finance, Risk Management, Reporting)
• Actively contribute to the design and development of new digital solutions with value-add innovative ideas, including fast prototyping and solution design through innovation workshops (i.e., applying Design Thinking principles)
• Functional analysis, business requirements blueprints, user stories writing, plan/perform testing (functional, integration, …) for continuous quality assurance, collaborating within the development teams (internal and external), and with Clients' key stakeholders
• Collaborate as in cross-functional teams to execute maturity assessments and feasibility studies, gap analyses, delivery of complex digitalization projects, AI adoption/reboot, Sustainability/ESG/Climate risk, data analysis/data modeling, IT infrastructure, and data estates modernization projects
• Continuous interaction with Client teams and technology partners to ensure alignment and success of initiatives.

EDUCATION AND EXPERIENCE

• Graduate/master's degree in economic-financial or engineering-management disciplines or equivalent certification
• At least 1-2 years of experience in consulting, fintech, asset management, or an equivalent company, possibly in an international context
• Prior focus on the wealth and asset management and/or insurance area, with overall knowledge of financial services and products, of the Luxembourg market, of the Fund and Life Insurance Industry, and their regulatory framework (e.g., UCITS, AIFMD, CSSF, CAA rules) is considered an asset
• Demonstrated experience as a Business Analyst in the Wealth & Asset Management sector, ideally within Luxembourg or similar European markets
• Advanced knowledge of MS Office applications and a solid understanding of data modeling and data management concepts (i.e., DBMS, E-R databases), particularly with reference to financial products
• Well-developed organizational skills, flexibility, and ability to deal with multiple stakeholders in a cross-functional team
• Experience in data modernization (including Data Governance, Architecture, and Engineering), Design Thinking, Agile transformation, Change Management, Agile tools such as Jira/Confluence/MS DevOps, is considered a plus
• Relevant certifications (e.g., PMP, Scrum Product Owner, Scrum Master, CBAP) are preferred
• Fluent in English, both written and spoken; knowledge of French or German is considered an asset.

SOFT SKILLS

• Strong analytical and creative thinking skills
• Excellent verbal and written communication abilities
• Ability to present complex technical information clearly and effectively
• Solution-oriented mindset with strong problem-solving capabilities
• Proactive, fast learner with strong teamwork and collaboration skills in multicultural environments
• Highly organized, structured, and entrepreneurial approach
• Resilient under pressure, maintaining high-quality standards
• Hands-on, curious, motivated, flexible, and results-driven
• Strong integrity, ethics, and a Client-centric mindset
• Passionate about technological innovation and digitalization in finance.

LOCATION

Milano / Bologna / Luxembourg

WHAT WE OFFER

COMPENSATION, WELFARE & BENEFIT

Our history, as well as the future, is based on the value of our people. The most significant investment at Prometeia is in our people, and it concerns every aspect of professional life. We call it 'Total Compensation' and it is made up of Compensation - consisting of a fixed and a variable component -, an important Welfare Plan, active since 2015 – we have been among the first to introduce it in Italy - and Benefits, which include all the initiatives undertaken for the well-being of our people.

REMOTE WORKING

Flexibility is an intrinsic value of the way we work. At Prometeia, smart working is an organizational approach based on trust that delivers benefits in terms of work/life balance, environmental impact, and optimized company results through the autonomy and empowerment of people.

PEOPLE PROGRAM

Our evaluation system is based on the full enhancement of people and their continuous dialogue as a stimulus for regular, mutual professional and personal growth. Transparent discussions between managers and team members are established within projects, where reciprocal, timely feedback is exchanged. The process is fully digitalized and aimed at continuously improving the development trajectory of the individual and the company.

TRAINING

Prometeia means ongoing training. We provide an average of 11 days of training per year to our people, both in person and online. Particular attention is paid to younger colleagues, who are the protagonists of dedicated growth programs, as well as to the continuous sharing and internal transfer of know-how and skills. On-the-job training is also important, as it provides immediate and direct exposure to the market.

WIN/WIN POLICY

If you are one of our employees, and you recommend a person who is later recruited, you are entitled to a financial bonus This is an important opportunity to contribute to Prometeia's overall growth by attracting recognized market professionals and new tech talent.

PHYGITAL MANAGEMENT

Through the dedicated app Pr(Home)teia, we have completely digitalized and integrated the management of our physical and virtual environments. Access to the office, smart working, workstations, meeting rooms, carpooling... everything is just a click away.

COMMUNITY

Our community is highly diverse, as are the skills of the people who are part of it and who share its values, as well as the individuals and organizations that are directly or indirectly involved in our activities. Clients, People of the Group, Alumni, Institutions, Academia, and non-profit entities with which we actively collaborate are stakeholders who represent great value to us in terms of trust and collaboration.

DIVERSITY

We promote and respect equal opportunities and consider differences as a value. Diversity & Inclusion are fundamental values: from the selection phase to everyday life, also through dedicated training moments to develop individual sensitivities and unicities.

IMPACT

We take an active, responsible role in the environment, the territories, and the communities in which we operate. Our headquarters in Bologna has obtained LEED Gold Certification, one of the highest awards that recognizes the building's performance in terms of energy and water savings, reduced CO2 emissions, and improvements in the ecological quality of the interior, materials, and resources used. In the Sustainability Report, we report the results achieved within the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda, which was drafted by the United Nations in 2016 and which we have been supporting since 2020.