Solution Consultant CRM

fnz

New

Senior 🇬🇧 English

Oracle MS SQL Server Management Studio

Job description

About the role

The Solution Consultant works within the Solution Consulting team to provide expertise on private banking and wealth management platforms, helping clients define and implement business outcomes.

Key responsibilities

Define proposition and product requirements with FNZ customers and internal stakeholders, acting as a subject‑matter expert on platform functionality.
Run the Model Wealth Solution configuration process for new platform implementations and capture configuration points in service documents.
Provide advice on target operating models, business transformation, and regulatory compliance.
Deliver training programmes, knowledge transfer and support handovers between analysts and developers.

Required profile

3+ years of experience in delivery or consulting within financial services/wealth management.
Expertise in CRM, KYC, onboarding and client lifecycle management for private banking.
Strong analytical, commercial and communication skills; fluent in English (French or German a plus).

Required skills

Oracle database knowledge.
Microsoft SQL Server Management Studio.

Questions fréquentes

Le salaire n'est pas communiqué publiquement par le recruteur. Vous pouvez postuler et négocier directement avec fnz.

Cliquez sur "Postuler maintenant" en haut de la page. Vous pouvez importer votre CV en 1 clic — Jobiglo extrait automatiquement vos informations et postule pour vous.

Source : ats:workday

Why are you reporting this job?

Thank you for your report. We will review this job.

Explore further

Salaries, guides and searches in Switzerland.

Salaries by job title

Apply in 30 seconds

Enter your email to apply. An account will be created automatically.

Apply now →

By continuing, you accept our terms of use.

Already have an account? Login

A question about this job?

Ask it here: you will get the full job summary by e-mail, right away.

💬 Chat with us on Telegram

Published 22 hours ago

Expires 1 month from now

10 views · 0 interested

Share Log in to earn credits by sharing

Boost your chances

Upload your CV — we will match you with relevant openings.

Analyzing your CV...

fnz

Related job offers

Métier : Finance & Accounting