Wealth SME Sphere IT Consultants DWC LLC

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Classification: Internal

JOB DESCRIPTION – WEALTH SME

JOB PURPOSE The purpose of the role is to carry end-to-end responsibility for the development, delivery, implementation of Wealth solution. Responsibility extends to new system deployments, integrations, and enhancements of existing infrastructure to ensure long-term business sustainability.

Principal Accountabilities

• Analyse business requirements, liaise with project team and produce functional specification document for addressing the requirements.

• Integrate and deploy new systems and products to ensure business sustainability and profitability

• Responsible for implementation of new initiatives / changes in Enterprise applications.

• Participate in business requirement discussions and identify any gaps together with high-level proposals for their resolution, workarounds or changes in processes.

• Ensure any solutions proposed are realistic and within the agreed scope of the project

• Participate in solution design with development to ensure the requirements are addressed. Ensure requirement traceability to facilitate tracking of requirements coverage

• Demonstrate strong knowledge and Hands on expertise in Enterprise Applications domain and extensive knowledge of working in major digital transformation and automation programs.

• Demonstrate hands-on operational experience in banking processes and functional flow.

• Demonstrate strong knowledge on software products which support operations, branches & technology.

• Strong business orientation and domain expertise to comprehend user requirements.

• Determine opportunities to redesign business processes to achieve better business results

• Ability to prepare accurate and detailed requirement specifications documents, user interface guides, and functional specification documents as well as getting the sign-off from the appropriate client.

• Analyse the business requirements and translate it to technical and functional specification.

• Lead on requirement gathering workshops with different stakeholders

• Ensure the business/operational objectives of the new business requirements are well defined via perform methodical business analysis

• Follow the software development lifecycle from inception throughout design, engineering, testing and deployment. Serving as a liaison between various cross-functional teams that influence wealth transformation and automation projects

• Work with internal and vendor team to define accurate requirement and solutions

• Review business requirement document, workflows and functional specifications

• Validate business requirements to align with business/operations needs as well as IT architecture and security standards

• Facilitate non-functional and Integration requirements discussions and requirement definitions

• Perform data migration / data setup requirement gathering and validations

• Define the user access management matrix with end users in governance to the access control policies

• Manage requirement traceability matrix to ensure the delivery coverage and quality

• Align with testing squad for testing activities, test plan, scope and approach and review of test scenarios, test cases, test data, triage and manage defect, validate test result

• Prepare and review application training materials, conduct training sessions to bank users

• Support production cutover and post-live support activities

• Track and report progress and issues to project manager, identify potential risks

• Proactively communicate and collaborate between entities (i.e. internal users, technology team and application vendors) to analyse information needs and functional requirements and deliver the following as needed: Functional requirements, Business Requirements Document, Use Cases, GUI, Screen and Interface designs.

• Ensure vendor clarity on the points raised during the design, implementation and UAT.

• Perform as the liaison between the technology units, technology teams, support teams and/or application vendors.

• Maintain an overview of the infrastructure and users to constantly reassess the environment and rationalize them.

• Assist the unit head, project manager and PMO in implementation, progress reports, plans, scoping and vendor management.

• Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts.

• Business oriented person who can provide and add value to service delivery lifecycle.

2

Classification: Internal

JOB CONTEXT

• The jobholder expected to advise the IT organization on the effective

management of applications in their vertical.

• The jobholder is expected to ensure that the aforementioned systems are

effectively maintained, upgraded, and always on for no negative customer

impact.

COMMUNICATION &

WORKING RELATIONSHIPS

• The jobholder is required to contact and interact with all departments and

functions of the bank that may require advice

• The jobholder is expected to carry excellent verbal and written communication

skills and the ability to interact professionally with a diverse group, executives,

managers, and subject matter experts. In addition, the jobholder must have the

ability to work with teams to resolve issues and arrive at appropriate solutions.

This will encompass managing users/ management’s expectations effectively

and recognize issues/events, which may affect delivery.

QUALIFICATIONS &

EXPERIENCE

• Graduate in Computer Science or Similar Discipline

• Business oriented person with a deep technical background and strong

understanding of wealth domain

• Strong knowledge on common software products and applications used in

Digital transformation

• 10+ years in experience in similar job

• Good experience in hosting application and services as Hybrid solutions on

premise/cloud SAAS deployments

• Strong time management and organizational skills

• Detail oriented and ability to multi-task under tight timelines

Domain

• Good understanding of Market data providers like Bloomberg, LSEG

• Well versed with Wealth offering both execution and advisory; investment products, financial planning and

client suitability frameworks.

• Experience with wealth product – Comarch is a must

• Familiarity with regulatory frameworks (e.g.,SCA, FATCA, CRS).

• Well versed in Portfolio management, Order Management Life cycle.

• Experience in implementing Digital Wealth in Agile/Hybrid methodology

• Understanding on the working of Islamic & Conventional offering of Wealth products: Equities, Mutual

Funds, Fixed Income Sukuk, Murabaha, Wakala, Waad.. etc.

• Knowledge of SWIFT messages

• Experience of products such as Comarch, SAXO, InvestSuite GTN, AllFunds and Trading platforms