Wealth & Asset Management Consultant – Digital and Business Transformation Focus

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

Prometeia offers you opportunities for growth and training in a Group with over 1000 professionals working for more than 500 clients in 20 countries around the world.

and hire skilled and engaged professionals.

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 their execution, throughout multiple nuances and leveraging on 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-function teams to execute maturity assessments and feasibility studies, gap analyses, delivery of complex digitalization project, 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.

• 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 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) are considered assets
• 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 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, ability to deal with multiple stakeholders in a cross-functional team
• Experience on data modernization (including Data Governance, Architecture and Engineering), Design Thinking, Agile transformation, Change Management, Agile tools such as Jira/Confluence/MS DevOps are considered a plus
• Relevant certifications (e.g., PMP, Scrum Product Owner, Scrum Master, CBAP) are preferred
• Fluent in English, both written and spoken; the knowledge of French or German is considered an asset.

• 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 Client-centric mindset
• Passionate about technological innovation and digitalization in finance. 

WHAT WE OFFER:
COMPENSATION, WELFARE & BENEFIT
Our history, as well as the future, is based on the value of our people. The biggest investment at Prometeia is in our people, and it concerns every aspect of professional life. We call it 'Total Compensation' and 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 method based on trust, which results in benefits in terms of work/life balance, impact on the environment and optimization of company results, through 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 set up within the projects, where reciprocal and 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, in person and online. Particular attention is paid to younger colleagues, who are the protagonists of dedicated growth programs, and to the continuous sharing and internal transfer of know-how and skills. On-the-job training is also important, through immediate and direct confrontation with 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 the growth of Prometeia as a whole, by attracting acknowledged market professionals and new tech talents.

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, car pooling... everything is just a click away.

COMMUNITY
Our Community is extremely diverse, as are the skills of the people who are part of it and who share its values, and the individuals and organizations that are directly or indirectly involved in our activities. Clients, People of the Group, Alumni, Institutions, Academia, non-profit entities with which we actively collaborate, are stakeholders representing a great value for 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 responsibly take an active role towards the environment, the territories and the communities in which we operate. Our Headquarter in Bologna has obtained the Leed Gold Certification, one of the highest awards that recognizes the performance of the building in terms of energy and water savings, reduction of CO2 emissions, improvement of 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 that, drafted by the United Nations in 2016, we have been supporting since 2020.