Functional Analyst - Wealth Management

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Publication date 05/09/2024

Contract type Permanent

Company DYNAFIN CONSULTING

Location Belgium

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Roles & Responsibilities

DynaFin consulting is looking for a functional application consultant for one of its customers located in Mechelen.

In the role of Functional Application Consultant, you will have the opportunity to undertake a job opportunity within an international organization in the FinTech sector, dealing with major clients operating in Wealth Management Business industry. The consultant must have experience with the eXimius tool.

 

Key responsibilities:

•You will work closely with clients mainly active in the Private Client Wealth Management space.
•Provide consultancy services to clients to assist in the implementation of the products.
•Describe how the product should be configured to support the client's (re-engineered) processes.
•Together with the clients and the Chief Business Consultants, you define and analyse business requirements and processes with the aim of creating the best solutions for the needs of our clients in the area of wealth management, CRM, order processing & digitalization. Present these enhancements to the product management board and work with the development team to implement the best possible solution.
•Advice the clients in strategic choices they are facing during the implementation or usage of eXimius.
•Organize and participate in regular customer review meetings.
•Being the 2nd line subject matter expert in resolving customer requests and issues in collaboration with involved parties.
•Training and supporting client's staff.
•Monitor customer adoption and satisfaction and report on it to the management.
•Identify opportunities for up-sell and additional services.

Profile

•At least 4 years of professional experience
•Degree in (Business) Economics or IT, or equivalent through experience
•Excellent verbal and written communication skills in Dutch, English and French. German is a plus
•Experience working with eXimius
•Knowledge of banking systems like e.g. PMS, Back-Office, Order Management is a need for the job
•Knowledge of the Microsoft platform (SQL server, ...) is a need for the job
•Familiar with the banking industry, in particular wealth management, or digitalization in this area
•Eager to travel when required
•Team player, flexible, accurate
•Excellent time management and organization, deadline focused, "get things done" mentality.
•Strong communication & cooperation skills
What we offer :
- A competitive fixed salary with benefits, including a company car (models aligned with our "green fleet mobility"), net allowances, digital work tools, and group and hospitalization insurance.
- The opportunity to optimize your work-life balance.
- A team of dynamic and passionate colleagues, recognized for their expertise.
- An excellent collaborative working environment: One Team & One Dream
- At DynaFin, we are dedicated to fostering your professional growth through specialized training in finance and consulting, equipping you with the skills needed for success. We believe that every team member’s development strengthens our collective achievements in the financial services industry. Join us in a role where your growth is a priority, and each day brings new opportunities to make a meaningful impact.

About Dynafin Consulting

DynaFin Consulting is a dynamic and flexible consulting company specializing in the Financial Services Industry. Our team consists of a dedicated core of in-house consultants, complemented by a strong network of freelance experts, totaling more than 160 professionals across key business domains: Invest – Payments – Credits – Insurance – Data – Risk & Compliance.

Over the past 15 years, we have established ourselves as a reference in the Belgian Financial Services landscape. Since July 2017, as part of the Alan Allman Associates ecosystem, we have strengthened our international ambitions and reach.