Financial Services Consultant

Consultant, Financial Services

Your Growth Unleashed 
Where your journey begins and your potential shines  

At Synpulse, we don’t just consult – we transform. As a leading global management and technology consultancy with Swiss roots, we empower financial institutions to navigate change and seize new opportunities. Since 1996, we've been shaping the future of financial services by delivering cutting-edge expertise in strategy, operations, and technology to banks and insurers worldwide.

What sets us apart is our people. At Synpulse, we cultivate a collaborative, high-impact culture where initiative and creativity are valued. With 21 offices across Europe, the Americas, and Asia-Pacific, we bring together diverse perspectives and talents. We believe innovation thrives where everyone feels they belong and can contribute.

Our core values – Embrace, Drive, Achieve – shape how we work and evolve. We don’t just offer jobs – we offer the chance to develop, make an impact, and be part of a team that’s redefining the future of financial services. 

About the job:
As a Consultant, Financial Services, you will gain hands-on consulting experience in the financial services industry, building strong expertise across a diverse range of clients, projects, and solutions. You will apply your problem-solving and project management skills in a fast-paced and intellectually stimulating environment. You will play a key role in building trusted client relationships through high quality deliverables and leveraging our industry expertise. Our consultants are our greatest asset, and we show this by providing a comprehensive training and mentoring program to equip you to become a skilled consultant.

Responsibilities

• Conduct business analysis, including research, data collection, and client interviews/workshops to identify needs and translate them into well-structured solutions
• Drive the preparation and delivery of high-quality client presentations, including business proposals and recommendation decks
• Support and execute system implementation activities, including solution design and parameterization where required
• Ensure project documentation is comprehensive and aligned with processes for management review
• Maintain close interaction with clients through regular updates, stakeholder management, and relationship building
• Collaborate effectively within project teams to ensure timely and high-quality delivery of outcomes

Requirements

• Bachelor's Degree in Business, Finance, Computer Science, Engineering, or related disciplines
• Minimum 3 years of relevant experience in consulting, financial services, or banking
• Good understanding of core business processes and products in private banking and wealth management
• Experience in business analysis, system implementation, or transformation projects is advantageous
• Strong analytical and structured problem-solving skills, with the ability to grasp complex concepts quickly
• Strong presentation and interpersonal skills, with the confidence to engage clients and stakeholders
• Demonstrates a proactive mindset, team spirit, and willingness to learn
• Excellent verbal and written communication skills in English; Cantonese and/or Mandarin is a plus

Benefits

Why us:

• Attractive fringe benefits and salary structures in line with the market
• Modern and central office space with good public transport connection
• Can-do mentality and one-spirit culture
• Varied events and employee initiatives

Your documents to start the process:

• Resume
• Job references
• Qualifications (bachelor/ master diploma, etc.) with certificate of grade

Do you approach your tasks with commitment and enjoyment and are you convinced that teamwork achieves better results than working alone? Are you proactive and willing to go the extra mile for your clients? Are you motivated not only to design solutions but also to implement them? As a flexible and goal-oriented person, you will quickly assume entrepreneurial responsibility with us. Do you appreciate the spirit of a growing international company with Swiss roots and a strong corporate culture? Then we look forward to receiving your online application at Synpulse Careers.