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 QualificationsBachelor’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.
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