
Senior Financial Services Professional
4 days ago
Job Title:
Senior Wealth Management Consultant
Job Summary:
We are seeking a highly skilled Senior Wealth Management Consultant to provide expertise in wealth management, private banking, and digital advisory. The ideal candidate will have strong stakeholder management skills and be able to influence senior business leaders.
Key Responsibilities:
- Domain Expertise
- • Provide deep domain knowledge in private banking and wealth management.
- • Interpret and validate business requirements across modules:
- • 360° Customer Overview & Net Worth Analytics
- • Investment & Cash Accounts
- • Portfolio Management and Tracking
- • Wealth Planning & Goal-Based Investing
- • Self-Execution & Robo-Advisory Journeys
- • Stakeholder Collaboration
- • Work closely with business, compliance, and product teams to define requirements.
- • Liaise with technology and vendor partners to ensure domain needs are met.
Required Skills and Qualifications:
- • 10+ years of experience in wealth management, private banking, or investment advisory.
- • Strong understanding of:
- • Investment products (equities, ETFs, structured products, robo portfolios)
- • Portfolio performance metrics and reporting
- • Risk profiling and goal-based investing
Preferred Qualifications:
- • Experience working with Middle East or global private banking clients.
- • Involvement in wealth platform transformation projects.
Soft Skills:
- • Strong stakeholder management and ability to influence senior business leaders.
- • Excellent communication and documentation skills.
This role requires a highly skilled individual with expertise in wealth management, private banking, and digital advisory.
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