
Financial Services Expert
7 days ago
This is a challenging opportunity for an experienced wealth management expert to join our organization. As a key member of our team, you will play a crucial role in shaping the future of wealth management.
Job Description:
- The primary responsibility of this role is to provide technical expertise and guidance on wealth management solutions.
- You will work closely with cross-functional teams to ensure that our wealth management platform meets the evolving needs of our customers.
- Domain Knowledge:
- 8+ years of experience in wealth management, private banking, or investment advisory.
- Strong understanding of investment products, portfolio performance metrics, risk profiling, and regulatory frameworks.
- Experience with digital wealth platforms, including Comarch or similar platforms.
- Familiarity with digital onboarding, self-execution, API-based integrations, and data aggregation.
- Testing & Delivery:
- Agile/Scrum delivery environment experience.
- Ability to define and validate test cases.
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Collaborative and dynamic work environment.
We are a leading provider of wealth management solutions, dedicated to delivering innovative and effective solutions to our clients.
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