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FNFNZ Switzerland SA

Solution Consultant CRM (m/w/x) Chiasso

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Presenting FNZ's wealth management platform capabilities for financial institutions. CRM, KYC, and client lifecycle management expertise required. Consulting, analysis, or architecture experience needed. Understanding of private banking trends and regulatory environment a plus.

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Anforderungen

  • Expertise in CRM, KYC, onboarding, client lifecycle management
  • Experience in consulting, analysis, or architecture
  • Knowledge of private banking/wealth management/investment products and markets
  • Understanding of regulatory environment and upcoming changes
  • 3+ years experience in delivery/consulting (financial services/wealth market)
  • Experience in business analysis/consulting role
  • Ability to evidence establishing continuous improvement and capability development
  • Strong knowledge in Oracle/MS SQL server management Studio
  • Confidence and initiative in client/delivery-focused environment
  • Independent, self-directing, delivery-focused working style
  • Superior analytical thinking
  • Commercial awareness
  • Intermediate computer skills
  • Excellent organisational, administration, time management skills
  • Good team communication, confident dealing with clients
  • Highly developed written and oral communication skills
  • English fluent mandatory, French or German fluent is a strong asset
  • Willing to travel inter region on demand

Aufgaben

  • Provide up-to-date knowledge of Private Banking and Wealth Management trends
  • Present and explain existing platform capabilities
  • Define and challenge project scope
  • Capture and document customer business outcomes for requirements and solution designs
  • Agree Joint Target Operating Models with customers
  • Design platform integrations
  • Provide business transformation support and consultancy
  • Advise on regulations and platform compliance
  • Deliver customer training programmes and knowledge transfer
  • Configure and deliver platform solutions using our methodology
  • Hand over to and support analysts and developers
  • Conduct functional reviews and TDD walkthroughs
  • Define business readiness processes
  • Agree service level agreements (SLAs)
  • Verify defects
  • Run the Model Wealth Solution configuration process for new implementations
  • Support the sales team in winning and sizing new projects
  • Carry out consulting assignments for customers
  • Define propositions and Target Operating Models
  • Document customer requirements for platform solutions
  • Work with customers and internal stakeholders to define proposition and product requirements
  • Provide market expertise
  • Act as an SME in platform functionality
  • Help customers define propositions that utilize or enhance platform capabilities
  • Understand Platform Target Operating Models and interfaces
  • Advise customers on best practice operating model design
  • Capture customer configuration points in service configuration documents
  • Act as a propositional leader and guide clients on platform change
  • Break down scope items into core and nice-to-have functional elements
  • Translate bespoke customer requirements into platform solutions
  • Take ownership for delivering platform change to clients
  • Lead delivery teams to ensure on-time and quality delivery
  • Review and quality assure design documentation for new platform solutions
  • Incorporate re-use of existing functionality where possible
  • Provide consultancy services to other clients and projects

Berufserfahrung

3 Jahre

Ausbildung

Abgeschlossene BerufsausbildungODER
Bachelor-AbschlussODER
Master-Abschluss

Sprachen

Englisch – fließend
Französisch – verhandlungssicher
Deutsch – verhandlungssicher

Tools & Technologien

CRMKYCOracleMS SQL server management Studio

Von Nejo automatisch aufbereitet

Nejo hat diesen Job automatisch von der Website des Unternehmens FNZ Switzerland SA erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.

Zur Originalanzeige bei FNZ Switzerland SA

Über das Unternehmen

FN
FinancialServicesChiasso

FNZ provides a global wealth management platform for financial institutions, integrating technology with operations to open up wealth.

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