Subject Matter Expert - Wealth Management

Hiring!! Wealth Management Subject Matter Expert (SME) - Wealth Management!!

Experience:

Work Location:

Preferred Immediate to 30 days joiners

Role Overview:

Key Responsibilities:

• 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:

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 applicants please share your updated resume on tanvi.palwankar@qualitykiosk.com