REQUIRED SKILLS & EXPERIENCE:

• Proven experience in the Wealth Management domain, preferably within banking or financial

services.

• Hands-on experience with Advent and Prospero applications. Preferable to know the complete

working of the application life cycles.

• Strong understanding of investment products, portfolio types, and regulatory frameworks (e.g.,

PREFERRED QUALIFICATIONS:

• Bachelor’s or Master’s degree in Finance, Business, or Information Technology.
• Certifications in Agile/Scrum methodologies
• Certifications in Wealth/ Investment Banking
• Experience with vendor engagement for wealth platforms.
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prioritize requirements.

• Own the product backlog and ensure alignment with strategic goals and regulator

requirements (e.g., CPF Annual Regulation, Islamic proposition, ECM integration).

• Lead Agile ceremonies and ensure timely delivery of features such as SIP workflows, trad

ROLE OVERVIEW:

The Consultant will lead the development and enhancement of wealth management solutions, focusing
on applications such as Advent and Prospero. This role demands deep domain knowledge in wealth and
investment operations, strong stakeholder engagement, and the ability to translate business needs into
technical deliverables.

KEY RESPONSIBILITIES:

• Define the product vision and roadmap for wealth platforms including Advent and Prospero.
• Collaborate with stakeholders across Wealth Tribe, Investment Operations, and IT to gather and

prioritize requirements.

• Own the product backlog and ensure alignment with strategic goals and regulatory

requirements (e.g., CPF Annual Regulation, Islamic proposition, ECM integration).

• Lead Agile ceremonies and ensure timely delivery of features such as SIP workflows, trade

settlement automation, and incremental load enhancements.

• Coordinate with vendors for onboarding, Solutioning, and production support across Advent and

Prospero platforms.

• Monitor platform performance and resolve issues related to tactical VAT invoicing, trade

execution, and fee accruals.