Wealth Management SME

QualityKiosk Technologies is one of the world’s largest independent quality assurance providers, headquartered in Navi Mumbai, India . We help provide Quality Assurance Solutions & Services to 170+ Clients of all sizes around the world, across various verticals and geographies. QualityKiosk’s 2500+ quality assurance experts are spread across 25+ countries in APJ, EMEA, and India regions as we continue to grow with every passing moment!

www.qualitykiosk.com

Job Title:

Location:

Experience Required:

Job Summary:

Wealth Management Testing SME

Key Responsibilities:

• Analyze business requirements and functional specifications for

  wealth management applications

  .
• Design and execute test cases for modules such as

  portfolio management

  ,

  investment advisory

  ,

  mutual funds

  ,

  insurance

  ,

  equities

  , and

  fixed income

  .
• Lead

  functional

  ,

  integration

  ,

  regression

  , and

  user acceptance testing

  efforts.
• Collaborate with business analysts, developers, and product owners to ensure alignment on test scenarios and coverage.
• Validate workflows related to

  client onboarding

  ,

  KYC

  ,

  risk profiling

  ,

  investment suitability

  , and

  transaction processing

  .
• Identify and document defects, and work with development teams for resolution.
• Provide domain expertise and guidance to QA teams and junior testers.
• Participate in

  test strategy

  ,

  test planning

  , and

  release validation

  activities.
• Ensure compliance with regulatory and business standards in testing processes.

Required Skills & Experience

Domain Knowledge

• Minimum 8+ years of experience in wealth management, private banking, or investment advisory.

• Strong understanding of:

• Investment products (equities, ETFs, robo-portfolios, etc.)

• Portfolio performance metrics (absolute/relative returns)

• Risk profiling, suitability, and goal-based investing models

• Regulatory frameworks (MiFID II, FATCA, CRS, other compliance standards)

Digital Wealth Platforms

• Hands-on experience with Comarch or similar digital wealth platforms (e.g., Temenos, Avaloq, Invest Cloud).

• Familiarity with:

• Digital onboarding and KYC processes

• Self-execution and robo-advisory workflows

• API-based integrations and multi-source data aggregation

Testing & Delivery

• Proven experience in Agile/Scrum delivery environments.

• Ability to define, document, and validate test cases aligned with business and regulatory requirements.