Principal Business Consultant- Private Wealth

Taipei City Permanent
  • World-Leading Banking Software Solutions Platform
  • Changemakers - Making Banking Better, Together

About Our Client

World-Leading Banking Software Solutions

Job Description

  • Provide a single point of contact for Business stakeholders including Client, Partners and the company's Project team throughout the project lifecycle.
  • Able to demonstrate best practices based on various Private Wealth implementations.
  • Challenge bespoke requirements and influence the Client to adopt to Wealth Standard Model Bank functionality and reduce local customizations.
  • Exhibit strong consulting skills and industry knowledge spanning multiple domains.

The Successful Applicant

  • Degree in Finance or Related Banking discipline
  • Minimum 10 years' experience in banking or banking software consultancy, particularly in Wealth Management and Private Banking
  • Possessed working experience on Triple'A Plus (also known as Wealth Suite Front Office) ideal or a similar product.
  • Good understanding of private banking/wealth management business processes, best practices and industry trends
  • Successful track record of designing and delivering projects
  • Ability to translate business requirements into IT solutions
  • Strong analytical skills, organized, process driven and detail-oriented.
  • Good verbal and written communication skills, good presentation and problem solving skills and the ability to work well with client.
  • Goal-oriented and self-motivated team player who works best in a collaborative team environment.
  • Willingness to travel as travel may necessitate extended stays from home /office.
  • Knowledge of Mandarin is a plus

What's on Offer

Changemakers - Making Banking Better, Together

Emilia Chen
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Phone number
+886 2 8729 8231

Job summary

Job function
Banking Financial Services
Private Banker / RM / Wealth Manager
What is your area of specialisation?
Financial Services
Taipei City
Contract Type
Consultant name
Emilia Chen
Consultant phone
+886 2 8729 8231
Job Reference