Wealth Consultant
2 days ago
Job Description: Wealth Consultant (Advent & Prospero Expertise)
Role Overview
The Consultant will lead the development and enhancement of wealth management solutions, focusing
on applications such as Advent and Prospero. This role demands deep domain knowledge in wealth and
investment operations, strong stakeholder engagement, and the ability to translate business needs into
technical deliverables.
Key Responsibilities
Define the product vision and roadmap for wealth platforms including Advent and Prospero.
Collaborate with stakeholders across Wealth Tribe, Investment Operations, and IT to gather and
prioritize requirements.
Own the product backlog and ensure alignment with strategic goals and regulatory
requirements (e.g., CPF Annual Regulation, Islamic proposition, ECM integration).
Lead Agile ceremonies and ensure timely delivery of features such as SIP workflows, trade
settlement automation, and incremental load enhancements.
Coordinate with vendors for onboarding, Solutioning, and production support across Advent and
Prospero platforms.
Monitor platform performance and resolve issues related to tactical VAT invoicing, trade
execution, and fee accruals.
Required Skills & Experience
Proven experience in the Wealth Management domain, preferably within banking or financial
services.
Hands-on experience with Advent and Prospero applications. Preferable to know the complete
working of the application life cycles.
Strong understanding of investment products, portfolio types, and regulatory frameworks (e.g.,
FINMA, CPF)
Technical proficiency in managing integrations, incremental data loads, and platform
dependencies
Excellent communication and stakeholder management skills, with a track record of cross-
functional collaboration
Preferred Qualifications
Bachelor's or Master's degree in Finance, Business, or Information Technology.
Certifications in Agile/Scrum methodologies
Certifications in Wealth/ Investment Banking
Experience with vendor engagement for wealth platforms.
Job Type: Full-time
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