Wealth Consultant

Position: Wealth Consultant

Location: Abu Dhabi

Required Skills & Experience

• Proven experience in the Wealth Management domain, ideally within banking or financial services
• Hands-on experience with Advent and Prospero platforms, with strong understanding of their end-to-end application lifecycle
• Solid knowledge of investment products, portfolio structures, and regulatory frameworks (e.g., FINMA, CPF)
• Strong technical acumen in managing system integrations, incremental data loads, and platform dependencies
• Excellent communication and stakeholder management skills with a demonstrated ability to collaborate across functions
  
  

• Bachelor’s or Master’s degree in Finance, Business, or Information Technology
• Certifications in Agile or Scrum methodologies
• Certifications in Wealth or Investment Banking
• Experience coordinating with vendors for wealth management platforms