1. Minimum 15 years of experience on wealth Management system implementation
2. Demonstrable experience in implementation of Temenos Wealth Suite FrontOffice (Triple’A Plus Platform) for Wealth Management. 3. Knowledge/Experience in Temenos Transact (T24) an advantage.
4. Deep business understanding in Discretionary, Advisory & Execution only Portfolio Management. Specific knowledge of DMA/ NDMA Order management, portfolio performance metrics, client & management reporting useful.
5. Must be able to architect/design product customized solutions to meet the clients functional & technical requirements.
6.This requires a techno-functional understanding across the entire suite:
7. Portfolio Management Engine (Triple’A Core)
8. Digital Channels (UXP, oData, restful APIs)
9. Client & management Reporting (Actuate, …)
10. Market & Price Data (TDS, Bloomberg, Allfunds)
11. Integration (GWPACK, TTI, MQ, Microservices, Kafka, …)
12. Must be able to influence business & technical stakeholders on best practice & strategy.