Solution Consultant CRM — FNZ (Switzerland) AG
- Location
- Chiasso
- Contract
- other
- Posted
- —
Role overview
Role Description
As a Solution Consultant within the Solution Consulting team, this role provides expertise in the following areas:
Providing up to date knowledge, awareness of current trends and future direction of the Private Banking and Wealth Management industries
- Role Description
- As a Solution Consultant within the Solution Consulting team, this role provides expertise in the following areas:
- Team Responsibilities
- The Solution Consulting team is responsible for providing a range of high value services to existing and potential customers.
Main responsibilities
- Team Responsibilities
- The Solution Consulting team is responsible for providing a range of high value services to existing and potential customers.
- This includes being responsible for the Platform configuration and running the Model Wealth Solution configuration process for new platform implementations, plus supporting sales team in winning & sizing new projects.
- It also involves carrying out a variety of consulting assignments for existing customers and new customers in a variety of contexts, including proposition definition, TOM definition, Business transformation, customer training and knowledge transfer, and the definition of bespoke requirements where required for customer platform solutions.
- Once business outcomes are understood from clients, these must be accurately documented and fed them into the delivery process to ensure they are easily understood and precise to deliver the right outcome for our clients. Specific Role Responsibilities
- Work with FNZ customers & internal stakeholders to help define proposition and product requirements.
- Provide Market expertise as required.
- Have a full understanding of a Platform Target Operating Model, including the interfaces between platform and customers operations and Investment operations.
- Provide advice to customers regarding best practice operating model design.
- Be an expert in the Model Wealth Solution and run the MWS Configuration process for new platform implementations, capturing all customer configuration points in service configuration documents.
Application process
- Be an SME in the platform functionality and apply this understanding to help customers define propositions that best utilise or enhance core platform capabilities.
Additional details
- Capturing & documenting customer business outcomes to create requirements, solution designs and agreeing of Joint Target Operating Models Platform integration design
- Platform configuration and delivery based on our methodology Analyst & Developer handovers and support Functional Reviews & TDD walkthroughs
- Once business outcomes are understood from clients, these must be accurately documented and fed them into the delivery process to ensure they are easily understood and precise to deliver the right outcome for our clients. Specific Role Responsibilities
- Provide consultancy services, as required, to other clients and projects. Experience required
- 3+ years of experience in a delivery/consulting environment in the financial services/wealth market.
- English fluent Mandatory. French or German fluent is a strong asset Willing to travel inter region on demand
Notes and original content
- Capturing & documenting customer business outcomes to create requirements, solution designs and agreeing of Joint Target Operating Models
- Platform integration design
- Platform configuration and delivery based on our methodology
- Analyst & Developer handovers and support
- Functional Reviews & TDD walkthroughs
- Once business outcomes are understood from clients, these must be accurately documented and fed them into the delivery process to ensure they are easily understood and precise to deliver the right outcome for our clients.
- Specific Role Responsibilities
- Provide consultancy services, as required, to other clients and projects.
- Experience required
- English fluent Mandatory.
Questions about this listing
What salary does FNZ (Switzerland) AG offer for this role?
FNZ (Switzerland) AG lists CHF 61'000 - 97'000 gross per year for this position in Chiasso. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does FNZ (Switzerland) AG offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with FNZ (Switzerland) AG during the application process, since these details can vary by role even within the same contract category.
Do I need the G permit to apply for this role in Ticino as an Italian cross-border worker?
Yes, if you are resident in Italy within the 20 km border zone. The Swiss employer files the G-permit application at the Ticino cantonal migration office after the contract is signed — first issuance takes 2-6 weeks, then automatic yearly renewal for as long as the employment continues. Weekly return to your Italian home is required to keep the status.
How do I apply for this position at FNZ (Switzerland) AG?
Use the "Apply now" button on this page — it links directly to FNZ (Switzerland) AG's original listing at fnz.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
