Role Overview :
- We are seeking an experienced Wealth Management Subject Matter Expert (SME) to lead the design, validation, and delivery of digital wealth management and investment advisory journeys.
- The role requires deep expertise across wealth management, portfolio advisory, digital platforms, and regulatory compliance.
- The ideal candidate will serve as the primary domain authority, ensuring that business requirements are translated into functional, testable, and compliant deliverables while partnering closely with business, technology, and vendor teams.
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 AnalyticsAccount Funding & Investment Cash AccountsSelf-Execution & Robo-Advisory JourneysTotal Portfolio View & Performance TrackingWealth Planning & Goal-Based InvestingEnsure Comarch platform capabilities (or equivalent platforms) are fully aligned with :Customer onboarding and KYC flowsPortfolio management processesOrder placement (market, limit, stop orders)Reporting and analytics dashboardsIntegration with vendors (e. , IVS, GTN)2. Testing & Quality Assurance (Work With The Team For)
Collaborate with testing teams to define test scenarios and acceptance criteria.Validate key system functionalities including :Real-time balance updatesOrder execution flows (T+1 settlement, pool accounts)Portfolio aggregation from multiple vendorsHistorical data accuracy (charts, performance reports)Regulatory compliance (MiFID II, FATCA, CRS, etc. )Support UAT and regression testing activities across all wealth management modules.Stakeholder Collaboration :
Act as a liaison between multiple stakeholders, including :Business teams : Wealth, Compliance, Product ManagementTechnical teams : Developers, QA, Integration specialistsExternal vendors : Comarch, IVS, GTN, or similar solution providersDrive cross-functional alignment by ensuring consistent documentation, training, and knowledge transfer for internal teams.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 modelsRegulatory frameworks (MiFID II, FATCA, CRS, other compliance standards) Digital Wealth PlatformsHands-on experience with Comarch or similar digital wealth platforms ( Temenos, Avaloq, Invest Cloud).(ref : iimjobs.com)