Business Consultant - Wealth Management Platform Implementation

Project & Delivery Support

• Support the Project Manager in planning, coordinating, and executing implementation activities across all regions
• Identify risks and issues, propose mitigation strategies, and elevate where necessary

• Gather, validate, and document functional and non-functional requirements
• Translate business needs into clear documentation (models, diagrams, presentations, specifications)
• Provide expertise in Wealth Management processes and platform capabilities
• Support solution design and system integration with existing platforms

• Coordinate test planning, execution, and defect resolution
• Ensure platform stability, quality, and regulatory compliance

• Act as a liaison between project teams, vendors, and business units
• Ensure clear, timely, and structured communication
• Coordinate vendors to ensure timely delivery aligned with validated requirements

• Ensure implementation complies with local regulatory requirements in Luxembourg, Switzerland, and the UK

• Maintain accurate project documentation (status reports, meeting minutes, technical specifications)
• Prepare user training materials and guides
• Support business users in updating workflows

• Avaloq Core Banking System

• Aladdin Wealth Platform
• Proven track record in implementing Wealth Management platforms or similar financial systems
• Experience implementing Aladdin Wealth in combination with Avaloq

• MiFID (Suitability & Appropriateness, Costs & Charges, Product Governance)

• UK and Swiss regulatory requirements for investment services

• Ability to analyze existing workflows and propose optimized solutions
• Strong Project Management experience (PM certification is an advantage)
• Expertise in conceptual modeling and solution design
• Knowledge of Agile methods and tools (Jira, Confluence)
• Proven experience in designing and documenting requirements in Agile teams
• Excellent verbal and written communication skills
• Independent, proactive, and high-quality work standards
• Ability to manage complex and ambiguous situations with minimal guidance
• Flexibility to handle multiple requirements efficiently

• University degree in Information Technology, Mathematics, Business Management
  , or equivalent
• Relevant experience in Wealth Management platform implementation projects

• Requirements Quality:
• 100% of business requirements documented, validated, and approved within agreed timelines
• Documentation Quality:
• All models, diagrams, and guides delivered with high clarity and usability for end-users
• Testing Accuracy:
• UAT coordination completed with