Solution Consultant Crm

FNZ

Chiasso, Switzerland
Crm and kyc expertise
Platform configuration and delivery
Business analysis and consulting
FNZ provides a global, end-to-end wealth management platform integrating modern technology with business and investment operations within a regulated financial institution

Job Summary

  • FNZ provides a global, end-to-end wealth management platform integrating modern technology with business and investment operations within a regulated financial institution.
  • The Senior Solution Consultant role involves leadership, platform solution ownership, and delivering market-leading platform changes to clients in private banking and wealth management.
  • The Solution Consulting team supports new platform implementations, sales efforts, and consulting assignments focused on business transformation, customer training, and bespoke requirements.

Matching Summary

FNZ provides a global, end-to-end wealth management platform integrating modern technology with business and investment operations within a regulated financial institution.

Skills & Requirements

Must-have

  • CRM and KYC expertise
  • Platform configuration and delivery
  • Business analysis and consulting
  • Oracle/MS SQL Server management
  • Private banking and wealth management knowledge
  • Regulatory environment understanding
  • English fluency mandatory

Nice-to-have

  • Training and mentoring skills
  • Propositional leadership
  • Continuous improvement mindset
  • French or German fluency
  • Team communication skills
  • Commercial awareness
  • Travel willingness

Key Requirements

  • 5+ years delivery/consulting experience
  • Leadership experience in consulting or architecture
  • Fluent English mandatory
  • Experience in financial services/wealth market
  • Knowledge of regulatory environment
  • Strong analytical and organizational skills

Work Rights

Not specified

Tailored Resume

Cover Letter