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Wealth Management Technology Advisor
Wealth Management Technology AdvisorNezda Global • Republic Of India, IN
Wealth Management Technology Advisor

Wealth Management Technology Advisor

Nezda Global • Republic Of India, IN
22 hours ago
Job description

About the Role

This is a technofunctional role where you bridge business requirements with Avaloq-based solutions. You’ll partner closely with architects, developers, testers, and business teams while driving end-to-end analysis, testing, and documentation.

Key Responsibilities

  • Translate business needs into clear functional and technical requirements
  • Support solution design in collaboration with architects and technology teams
  • Develop test cases, prepare test data, and assist across functional, regression, stress, and performance testing
  • Contribute to migration strategy and decommission planning for large transformation initiatives
  • Coordinate with stakeholders during dress rehearsals and cutover cycles
  • Build training materials and support cross-training activities

Must-Have Qualifications

  • 7+ years of experience in business / technical analysis within banking, fintech, or consulting
  • Hands-on experience with Avaloq and its functional modules
  • Strong understanding of wealth and trust domain
  • Exposure to at least one major banking area :
  • Private Banking / Wealth Management
  • Client Lifecycle Management, Advisory, Portfolio Management
  • Risk Profiling, KYC / AML, Compliance
  • Trust & Asset Management, Fund Operations
  • Securities Trading & Treasury, Front-to-Back workflows
  • Good-to-Have

  • Experience in large transformation or migration projects
  • Experience creating end-user or training documentation
  • Background in regulatory or risk-related initiatives
  • Why Join Us

  • Work on high-impact banking and wealth transformation initiatives
  • Collaborate with strong cross-functional teams and senior stakeholders
  • Exposure to complex Avaloq modules and migration programs
  • Create a job alert for this search

    Wealth Management Advisor • Republic Of India, IN

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