Business Consultant - Wealth Management Platform Implementation

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Business Consultant - Wealth Management Platform Implementation

Business Consultant - Wealth Management Platform Implementation

Zürich, CH, 8050

Project & Delivery Support

• Support the Project Manager in planning, coordinating, and executing implementation activities across all regions
• Identify risks and issues, propose mitigation strategies, and escalate where necessary

Requirements & Solution Design

• Gather, validate, and document functional and non-functional requirements
• Translate business needs into clear documentation (models, diagrams, presentations, specifications)
• Provide expertise in Wealth Management processes and platform capabilities
• Support solution design and system integration with existing platforms

Testing & Quality Assurance

• Coordinate test planning, execution, and defect resolution
• Ensure platform stability, quality, and regulatory compliance

Stakeholder & Vendor Management

• Act as a liaison between project teams, vendors, and business units
• Ensure clear, timely, and structured communication
• Coordinate vendors to ensure timely delivery aligned with validated requirements

Regulatory & Compliance

• Ensure implementation complies with local regulatory requirements in Luxembourg, Switzerland, and the UK

Documentation & Training

• Maintain accurate project documentation (status reports, meeting minutes, technical specifications)
• Prepare user training materials and guides
• Support business users in updating workflows

System Knowledge

Mandatory

• Avaloq Core Banking System

Strong Advantage

• Aladdin Wealth Platform
• Proven track record in implementing Wealth Management platforms or similar financial systems
• Experience implementing Aladdin Wealth in combination with Avaloq

Regulatory Knowledge

Mandatory

• MiFID (Suitability & Appropriateness, Costs & Charges, Product Governance)

Advantage

• UK and Swiss regulatory requirements for investment services

Other Skills & Competencies

• Ability to analyze existing workflows and propose optimized solutions
• Strong Project Management experience (PM certification is an advantage)
• Expertise in conceptual modeling and solution design
• Knowledge of Agile methods and tools (Jira, Confluence)
• Proven experience in designing and documenting requirements in Agile teams
• Excellent verbal and written communication skills
• Independent, proactive, and high-quality work standards
• Ability to manage complex and ambiguous situations with minimal guidance
• Flexibility to handle multiple requirements efficiently

Education & Experience

• University degree in Information Technology, Mathematics, Business Management, or equivalent
• Relevant experience in Wealth Management platform implementation projects

KPIs & Success Metrics

• Requirements Quality:
• 100% of business requirements documented, validated, and approved within agreed timelines
• Documentation Quality:
• All models, diagrams, and guides delivered with high clarity and usability for end-users
• Testing Accuracy:
• UAT coordination completed with <5% defect leakage post-go-live
• Delivery Timeliness:
• All assigned tasks completed according to project milestones and deadlines
• Stakeholder Satisfaction:
• Positive feedback from project team and business stakeholders (via surveys or reviews)
• Compliance:
• Full adherence to MiFID and applicable UK/Swiss regulations
• Vendor Coordination:
• Timely delivery of vendor outputs with zero critical delays attributable to the consultant