Wealth Consultant

Required Skills & Experience

Proven experience in the Wealth Management domain, ideally within banking or financial services

Hands on experience with Advent and Prospero platforms, with strong understanding of their end to end application lifecycle

Solid knowledge of investment products, portfolio structures, and regulatory frameworks (e.g., FINMA, CPF)

Strong technical acumen in managing system integrations, incremental data loads, and platform dependencies

Excellent communication and stakeholder management skills with a demonstrated ability to collaborate across functions

Preferred Qualifications

Bachelor's or Master's degree in Finance, Business, or Information Technology

Certifications in Agile or Scrum methodologies

Certifications in Wealth or Investment Banking

Experience coordinating with vendors for wealth management platforms

We craft, deploy, and manage bespoke services in CRM, data and AI, cybersecurity and consulting.