Organizational Consultant – Wealth Management

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🕒 November 25, 2025

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Périclès Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2001

🏦 Banking

💸 Finance

🤝 B2B

Banking • Finance • B2B

Périclès Group is an independent consulting firm specialized in banking, finance, insurance and social protection. Headquartered in Paris with offices in Geneva, Luxembourg, London and Hong Kong, the group provides strategic, organizational and operational advisory services, plus IT systems selection, actuarial support and tailored professional training for institutional clients. Their teams support transformation, implementation and project-specific needs across international financial institutions.

📋 Description

• Supporting clients across the entire value chain through consulting engagements in strategy, organization, and project management • Conducting opportunity/feasibility studies, launching new activities, and developing new product and service offerings • Regulatory compliance: GDPR, AML/CFT (LCB-FT), ESG/SFDR & CSRD, MiFID II, PRIIPs, Loi PACTE • Digitalization of business processes (digital customer journeys, e-signature, process automation/robotic process automation)

🎯 Requirements

• Engineering degree, business school diploma, or Master’s degree (M2) with a specialization in Finance / Insurance / Wealth Management • Minimum 3 years of consulting experience in the financial sector • Knowledge of financial products (UCITS/collective investment funds, equities, bonds, private equity, etc.) • Knowledge of the savings market, life insurance, and distribution channels • Strong command of project management methodology in a consulting environment • Professional working proficiency in English

🏖️ Benefits

• Flexible work arrangements • Professional development