Consultant/Senior Consultant - Client Information & Lifecycle Management

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.

As a Consultant/Senior Consultant, you will build knowledge on a wide range of companies and solutions, and apply project management best practices in a fast-paced and intellectually challenging work 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 Responsibilities:

• Conduct structured research, data collection, and analysis to understand client needs and regulatory challenges through interviews, workshops, and document reviews
• Translate business and regulatory requirements into well-defined functional solutions across the Client Lifecycle
• Develop and present clear, concise insights and recommendations to clients through high-quality presentation decks and written deliverables
• Document project outcomes, solution designs, and implementation approaches in line with internal governance and quality standards
• Maintain close and proactive interaction with clients through regular project updates, status reporting, and stakeholder engagement
• Support broader project delivery activities and collaborate effectively with team members across workstreams More experienced candidates will have these additional responsibilities:
• Independently own and drive one or more workstreams, ensuring timely delivery and high-quality outputs
• Guide and mentor junior consultants by defining work packages, reviewing deliverables, and providing constructive feedback
• Lead client workshops and requirement-gathering sessions, translating complex business and regulatory needs into structured solutions
• Contribute to business development activities, including topic ideation, research, proposal development, and client presentations
• Actively support practice-building initiatives by contributing to research, development of CLM assets, frameworks, and internal knowledge materials

Job Requirements:

• Bachelor’s degree holder
• At least 3 years of relevant experience in management consulting and/or project delivery within the banking or financial services industry
• Experience in designing and implementing Client Information and Client Lifecycle Management business capabilities across Retail, Corporate, Commercial, and Private Banking segments
• Hands-on exposure to Client Onboarding and Client Maintenance journeys within banks or financial institutions
• Experience working with CLM and workflow platforms such as Fenergo, Pega, or other leading CLM/KYC solutions will be a strong advantage
• Good understanding of regulatory requirements and implications related to KYC, Due Diligence, Customer Profiling, and Credit
• Familiarity with industry trends, vendor solutions, and evolving product capabilities in the CLM domain
• Excellent written and spoken English, with strong stakeholder communication skills
• Highly analytical, structured, and detail-oriented, with the ability to quickly understand complex regulatory and operating environments
• Demonstrates an entrepreneurial mindset, ownership mentality, and willingness to contribute to practice growth and innovation

Why us:

• Flexible working hours with part-time working models and hybrid options
• 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

Your documents to start the process:

• Resume
• Job references
• Qualifications (bachelor/ master diploma, etc.) with certificate of grades
• Motivation letter: Why Synpulse? Why you? Why this function?
• Recommendation letters (optional)

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

https://synpulse.careers.hibob.com/