The Role
Lead financial services consulting workstreams, manage and mentor consultants, facilitate client workshops, translate requirements into functional and technical specifications, oversee project documentation, manage stakeholders, and support business development. The role focuses on delivering transformation, technology, and business solutions for banking and insurance clients while applying AI-enabled tools to improve consulting efficiency and client outcomes.
Summary Generated by Built In
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 Senior 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.
Job requirements
Job responsibilities
AI Requirement
Benefits
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 Senior 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.
Job requirements
- Degree holder
- Minimum 5 years of relevant experience in consulting, financial services, or technology-related roles
- Good understanding of core business processes and products in private banking and/or insurance
- Experience in business analysis, system implementation, or transformation projects is advantageous
- Excellent verbal and written communication skills in English; Cantonese and/or Mandarin is a plus
- 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
- Understands Artificial Intelligence (AI) and Generative AI (GenAI), including their practical applications in business and technology environments, with the ability to leverage AI-enabled tools and technologies to drive innovation, productivity, and business outcomes.
- Demonstrates the abilityto effectively incorporate AI-enabled tools into consulting engagements, project management, business analysis, solution design, technology delivery, and business development activities to enhance delivery quality, efficiency, and client value.
- Embraces emerging technologies, demonstrates an AI-first mindset, and proactively identifies opportunities to leverage AI and automation to improve ways of working, accelerate innovation, and create measurable business impact for clients and the firm.
Job responsibilities
- Independently drive the success of a workstream by directing activities, ensuring high-quality deliverables and timely execution
- Manage and mentor a team of consultants by defining structured work packages, overseeing progress, and providing guidance
- Lead client engagements, including facilitating workshops and driving discussions to identify business needs and shape solutions
- Translate client requirements into clear functional and technical specifications, supporting solution design and implementation
- Oversee project documentation, ensuring deliverables and processes are accurately captured for management review
- Maintain strong client relationships through regular updates, stakeholder management, and ongoing engagement
- Contribute to business development activities, including topic development, proposal preparation, sales presentations, and contract discussions
AI Requirement
- Understands Artificial Intelligence (AI) and Generative AI (GenAI), including their practical applications in business and technology environments, with the ability to leverage AI-enabled tools and technologies to drive innovation, productivity, and business outcomes.
- Demonstrates the ability to effectively incorporate AI-enabled tools into consulting engagements, project management, business analysis, solution design, technology delivery, and business development activities to enhance delivery quality, efficiency, and client value.
- Embraces emerging technologies, demonstrates an AI-first mindset, and proactively identifies opportunities to leverage AI and automation to improve ways of working, accelerate innovation, and create measurable business impact for clients and the firm.
Benefits
- Attractive fringe benefits and salary structures in line with the market
- Modern and central office space with good public transport connections
- Can-do mentality and one-spirit culture
- Varied events and employee initiatives
Skills Required
- Bachelor's degree or equivalent degree
- Minimum 5 years of relevant experience in consulting, financial services, or technology-related roles
- Understanding of core business processes and products in private banking and/or insurance
- Experience in business analysis, system implementation, or transformation projects
- Excellent verbal and written communication skills in English
- Cantonese and/or Mandarin language skills
- Strong analytical and structured problem-solving skills
- Strong presentation and interpersonal skills, including confidence engaging clients and stakeholders
- Proactive mindset, team spirit, and willingness to learn
- Understanding of Artificial Intelligence and Generative AI and their practical business and technology applications
- Ability to incorporate AI-enabled tools into consulting, project management, business analysis, solution design, technology delivery, and business development activities
- Ability to identify opportunities to leverage AI and automation to improve productivity and business outcomes
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The Company
What We Do
Synpulse is a global management consulting and technology partner focused on financial services. It helps financial institutions address major challenges through tailored solutions spanning strategy, implementation, innovation, and business transformation. Drawing on deep industry expertise and market-tested methodologies, the company bridges innovation and business, delivering effective solutions across clients’ value chains while emphasizing efficiency, collaboration, long-term partnerships, and measurable impact.









