Subject Matter Expert Wealth Management

1 day ago

Navi Mumbai, Maharashtra, India QualityKiosk Technologies Pvt. Ltd. Full time
Job Description: Wealth Management SME

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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