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