Solution Consultant CRM
FNZ(2 months ago)
About this role
A Senior Solution Consultant at FNZ provides subject-matter expertise in private banking and wealth management to shape and articulate platform propositions. The role works with clients to translate business outcomes into platform-aligned solutions and target operating models. It also supports platform adoption through knowledge transfer and by guiding strategic direction across client engagements.
Required Skills
- CRM
- KYC
- Onboarding
- Database Management
- Business Analysis
- Platform Configuration
- Stakeholder Management
- Training
- Leadership
- Communication
About FNZ
fnz.comWe provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution
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