SME - Wealth Management

1 week ago

Navi Mumbai, Maharashtra, India Qualitykiosk Technologies Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Role Overview:

We are seeking a highly skilled Wealth Management SME to support the successful implementation of a Digital Wealth platform using Comarch. This role will be instrumental in translating complex wealth management requirements into functional and testable deliverables, ensuring alignment with business goals, regulatory compliance, and customer experience expectations.

Key Responsibilities:

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 the 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, support SIT/UAT, and ensure traceability.
  • Strong documentation and analytical skills.

Preferred Qualifications:

  • Experience in Middle East banking and digital wealth implementation projects.

Soft Skills:

  • Excellent communication and stakeholder management.
  • Detail-oriented with a proactive mindset.
  • Strong problem-solving and decision-making skills.

Interested please share your updated resume on

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