Solution Consultant CRM in Mendrisio

ph3Role Description /h3pAs a Solution Consultant within the Solution Consulting team, this role provides expertise in the following areas: /pulliProviding up to date knowledge, awareness of current trends and future direction of the Private Banking and Wealth Management industries /liliPresenting explaining existing capability /liliDefining and challenging scope of a project /liliCapturing documenting customer business outcomes to create requirements, solution designs and agreeing of Joint Target Operating Models /liliPlatform integration design /liliBusiness transformation support and consultancy services /liliRegulations and advice on platform compliance /liliCustomer training programmes and knowledge transfer /liliPlatform configuration and delivery based on our methodology /liliAnalyst Developer handovers and support /liliFunctional Reviews TDD walkthroughs /liliDefining business readiness processes and agreeing SLAs Defect verification /li /ulh3Team Responsibilities /h3pThe Solution Consulting team is responsible for providing a range of high value services to existing and potential customers. /ppThis includes being responsible for the Platform configuration and running the Model Wealth Solution configuration process for new platform implementations, plus supporting sales team in winning sizing new projects. /ppIt also involves carrying out a variety of consulting assignments for existing customers and new customers in a variety of contexts, including proposition definition, TOM definition, Business transformation, customer training and knowledge transfer, and the definition of bespoke requirements where required for customer platform solutions. /ppOnce business outcomes are understood from clients, these must be accurately documented and fed them into the delivery process to ensure they are easily understood and precise to deliver the right outcome for our clients. /ph3Specific Role Responsibilities /h3ulliWork with FNZ customers internal stakeholders to help define proposition and product requirements. Provide Market expertise as required. Be an SME in the platform functionality and apply this understanding to help customers define propositions that best utilise or enhance core platform capabilities. /liliHave a full understanding of a Platform Target Operating Model, including the interfaces between platform and customers operations and Investment operations. Provide advice to customers regarding best practice operating model design. /liliBe an expert in the Model Wealth Solution and run the MWS Configuration process for new platform implementations, capturing all customer configuration points in service configuration documents. /liliBe a propositional leader, take ownership of the client proposition and help guide them effectively to deliver platform change which is market leading. /liliHave a delivery focused view to scope definition, be able to break scope items down into core and nice to have functional elements so these can be delivered over multiple releases if required. /liliDocument any bespoke customer requirements and translate these into platform solutions. /liliTake ownership for delivering platform change to our clients, lead within the delivery team to ensure we deliver on-time and to quality. /liliProvide review and quality assurance of design documentation produced for new platform solutions, ensuring the function end to end and incorporate re-use of existing functionality where possible. /liliProvide training programmes and knowledge transfer services for customers. /liliProvide consultancy services, as required, to other clients and projects. /li /ulh3Experience required /h3h3Required Industry Knowledge /h3ulliExpertise in CRM, KYC, onboarding and client lifecycle management in the private banking sector. /liliExperience in a consulting, analysis or architecture environment. /liliPrivate banking/Wealth Management/General investment products and the markets i /liliAn understanding of the regulatory environment we operate within and a knowledge of the upcoming changes. /lili3+ years of experience in a delivery/consulting environment in the financial services/wealth market. /li /ulh3Required Knowledge Skills /h3ulliExperience working within a business analysis / consulting role. /liliBe able to evidence establishing an environment of continuous improvement and capability development. /liliStrong knowledge in database such as Oracle/MS SQL server management Studio is mandatory /liliConfident, and able to take initiative given client– and delivery-focused environment. /liliIndependent, self-directing and delivery focused working style. /liliSuperior analytical thinking. /liliCommercially aware. /liliIntermediate computer skills essential. /liliExcellent organisational, administration and time management skills. /liliGood team communication skills, confident in dealing with internal and external clients. /liliHighly developed written and oral communication skills. /liliEnglish fluent Mandatory. French or German fluent is a strong asset /liliWilling to travel inter region on demand /li /ulh3About FNZ /h3pFNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. /ppWe created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. /pp_We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP). /ppTogether with our clients, we empower nearly 30 million people across all wealth segments to invest in their future._ /p /p #J-18808-Ljbffr