Subject Matter Expert - Wealth Management

As a Subject Matter Expert in Wealth Management, with over 12 years of experience, you will be based in Mahape, Navi Mumbai, and will play a crucial role in the successful execution of a Digital Wealth platform utilizing Comarch for our overseas client. Your primary responsibility will involve translating intricate wealth management requirements into functional and testable deliverables to ensure alignment with business objectives, regulatory standards, and customer experience expectations. Your key duties will include being the main domain expert for wealth management, digital advisory, and investment journeys. You will need to interpret and validate various business requirements related to customer overview, account funding, self-execution, portfolio view, wealth planning, and goal-based investing. It will be essential to ensure that the capabilities of the Comarch platform are in sync with customer onboarding, portfolio management, order placement, reporting, analytics, and integration with vendors. Collaborating closely with the Testing team, you will define test scenarios and acceptance criteria, validating real-time balance updates, order execution flows, portfolio aggregation, historical data accuracy, and regulatory compliance. You will also support User Acceptance Testing (UAT) and regression testing for all modules. Acting as a liaison between business teams, technical teams, and external vendors, you will provide training and documentation for internal teams. Your expertise in wealth management, private banking, or investment advisory, along with a strong understanding of investment products, portfolio performance metrics, risk profiling, and regulatory frameworks, will be crucial for this role. Your experience with Comarch or similar digital wealth platforms, knowledge of digital onboarding, robo-advisory flows, and API-based integrations will be advantageous. Proficiency in Agile/Scrum delivery environments, defining and validating test cases, supporting System Integration Testing (SIT) and UAT, and strong documentation and analytical skills are essential. Preferred qualifications include experience in Middle East banking and digital wealth implementation projects. Excellent communication, stakeholder management, attention to detail, proactive mindset, problem-solving, and decision-making skills are key soft skills required for this role. If you possess the required skills and experience, and are interested in this challenging opportunity, please share your updated resume with us at tanvi.palwankar@qualitykiosk.com.,