Solution Consultant Crm

FNZ Group

**
5+ years delivery consulting experience
Expertise in crm kyc onboarding systems
Mandatory oracle or ms sql server knowledge
** FNZ Group is seeking a Senior Solution Consultant with expertise in CRM, KYC, onboarding, and wealth management to lead project delivery and provide consulting services. The ideal candidate should have over five years of experience in financial services, possess strong analytical skills, and demonstrate leadership capabilities within a consulting or delivery environment. **

Job Summary

  • The role provides expertise in current trends and future direction of the Private Banking and Wealth Management industries while defining project scope and customer business outcomes.
  • Candidates must possess mandatory knowledge of database systems such as Oracle or MS SQL Server and demonstrate 5+ years of experience in a financial services delivery environment.
  • The team is responsible for high-value services including platform configuration, business transformation support, and driving product re-use across FNZ clients.

Matching Summary

Match Score: 75

** FNZ Group is seeking a Senior Solution Consultant with expertise in CRM, KYC, onboarding, and wealth management to lead project delivery and provide consulting services. The ideal candidate should have over five years of experience in financial services, possess strong analytical skills, and demonstrate leadership capabilities within a consulting or delivery environment. **

Skills & Requirements

Must-have

  • 5+ years delivery consulting experience
  • Expertise in CRM KYC onboarding systems
  • Mandatory Oracle or MS SQL Server knowledge
  • Private banking wealth management domain knowledge
  • Platform Target Operating Model design expertise

Nice-to-have

  • French or German language fluency
  • Experience mentoring junior consultants
  • Strategic roadmap production skills
  • Willingness to travel inter-region
  • Propositional leadership capabilities

Key Requirements

  • 5+ years experience in financial services delivery
  • Expertise in CRM, KYC, and onboarding processes
  • Mandatory Oracle/MS SQL Server management skills
  • Leadership experience in consulting or architecture
  • Fluency in English required

Work Rights

Not specified

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