Senior Wealth Management Solutions Expert

4 days ago

Singapore beBeeExpertise Full time

Job Title: Senior Wealth Management Solutions Expert

The role of Senior Wealth Management Solutions Expert is to provide expert guidance and advice to clients on the configuration of wealth management solutions and customized developments throughout all stages of projects from initiation to post-live support.

This position combines deep expertise in investment management, portfolio construction, risk analytics, and regulatory compliance with a deep understanding of integrated wealth management solutions.

The Senior Wealth Management Solutions Expert will be the primary subject matter expert bridging business requirements with implementation for wealth management solutions.

This position demands extensive expertise in designing sophisticated investment strategies, implementing automated portfolio rebalancing rules, configuring risk management frameworks, and establishing performance measurement methodologies aligned with industry best practices.

Key Responsibilities:

  • Analyse client business requirements and map them to solution capabilities.
  • Conduct workshops and demonstrate solution capabilities to meet specific project needs. Hands-on experience and ability to demonstrate capability and perform proof-of-concepts.
  • Write specifications (business requirement documents and functional specifications), when needed, for local development and ensure the development team has a clear understanding of these specifications.
  • Identify and validate any gaps together with proposals for their resolution (e.g.: workarounds or changes in processes) and ensure any solutions proposed are realistic and within the agreed scope of the project.
  • Define and validate customization needs for wealth management solutions as per agreed business definitions.
  • Prepare and perform the configuration of wealth management solutions through the definition of static and semi-static data.
  • Possess the capability to drive solutions and share best practices with previous implementation experience.
  • Manage communications with all stakeholders and be a single point of contact for the end-to-end solutions.
  • End-User Training and Mentoring

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