
Subject Matter Expert Wealth Management
4 weeks ago
Job Description – Wealth Management SME
1. Business & Functional Expertise
• Serve as the primary domain expert for wealth management, digital advisory, and investment journeys.
• Interpret and validate business requirements across modules such as:
• 360 Customer Overview & Net Worth Analytics
• Account Funding & Investment Cash Accounts
• Self-Execution & Robo Advisory Journeys
• Total Portfolio View & Performance Tracking
• Wealth Planning & Goal-Based Investing
• Ensure Comarch platform capabilities are aligned with:
• Customer onboarding
• Portfolio management
• Order placement (market, limit, stop)
• Reporting and analytics
• Integration with vendors (e.g., IVS, GTN)
2. Testing & Quality Assurance
• Collaborate with testers to define test scenarios and acceptance criteria.
• Validate:
• Real-time balance updates
• Order execution flows (T+1 settlement, pool accounts)
• Portfolio aggregation from multiple vendors
• Historical data accuracy (charts, reports)
• Regulatory compliance (e.g., MiFID II, FATCA)
• Support UAT and regression testing for all modules.
3. Stakeholder Collaboration
• Act as a liaison between:
• Business teams (Wealth, Compliance, Product)
• Technical teams (Developers, QA, Integration)
• External vendors (Comarch, IVS, GTN)
• Provide training and documentation for internal teams.
Required Skills & Experience
Domain Knowledge
• 8+ years in wealth management, private banking, or investment advisory.
• Strong understanding of:
• Investment products (equities, ETFs, robo portfolios)
• Portfolio performance metrics (absolute/relative returns)
• Risk profiling and goal-based investing
• Regulatory frameworks (MiFID II, FATCA, CRS)
Digital Wealth Platforms
• Experience with Comarch or similar platforms (e.g., Temenos, Avaloq, InvestCloud).
• Familiarity with:
• Digital onboarding and KYC
• Self-execution and robo-advisory flows
• API-based integrations and data aggregation
Testing & Delivery
• Experience in Agile/Scrum delivery environments.
• Ability to define and validate test cases.
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