Wealth Management Solutions Business Consultant

Only suitable for applicants with current or recent exposure to delivery of Wealth Management Solutions

Role Responsibilities

• Responsible as a team member in the implementations of Wealth Management Platform and a strategic front and middle-office private wealth management solution. The Business Consultant will need to become a product expert in a short amount of time and remain up-to-date as product and industry changes require

• Analyzes the clients business processes, related URPS and actors

• Designs the Portfolio Management and CRM software solution (data and functional specifications, mock ups, page-flow and workflow specifications, use cases, security specifications)

• Performs customizations of T’A screens and formats (scripting)

• Prepares and executes test plans and test cases for the integration validation of our software delivery

• Prepares and executes test plans and test cases for the functional validation of our software delivery

• Supports clients in their user acceptance testing phase

• Supports clients in the roll out of our software solution in their organization

• Is the counterpart of the client business representatives for specifications and testing aspects

Profile

• Good understanding of private banking/wealth management business processes, best practices and industry trends

• Good understanding of security calculation methods including corporate actions, transaction posting, portfolio accounting, gains/losses, valuations, accruals, performance.

• Ability to analyze and design business processes , design page-flows and workflows, prepare screens mock ups

• Ability to develop test cases and expected results based on the application requirements

• Experience in implementation of Portfolio Management software or other packaged software is a plus

Required Skills Behaviour• Strong analytical skills, organized, process driven and detail-oriented.

• Experience writing functional software specifications

• Very good verbal and written communication skills, ability to work well with client BC's

• Goal-oriented and self-motivated team player who works best in a collaborative team environment.

• Extensive travel entailed and may necessitate extended stays from home office

• Excellent command of English (English being the company’s business language), Mandarin is a plus