Skills
What You’ll Do and What You’ll Bring
Key Responsibilities
Own end-to-end testing activities for Wealth Management System applications.
Prepare Test Strategy, Test Plan, estimates, execution schedules and resource plans.
Lead and guide the testing team, including work allocation and progress tracking.
Analyze BRD, FRD, user stories, functional specifications and acceptance criteria.
Review test scenarios and test cases to ensure adequate business and functional coverage.
Manage SIT, Functional, Integration, End-to-End, Regression and UAT testing cycles.
Coordinate with Business Analysts, Product Owners, Developers, Business Users and other stakeholders.
Conduct daily defect reviews/triage and drive defects through closure.
Track testing milestones, deliverables, dependencies, risks and issues.
Prepare and communicate DSR/WSR, test execution metrics, defect metrics, test coverage and management dashboards.
Maintain traceability between requirements and test cases.
Ensure adherence to STLC, QA governance and testing processes.
Coordinate test data and environment requirements.
Support business users during UAT and facilitate testing sign-off.
Identify opportunities for regression automation and continuous QA improvement.
Wealth Management – Domain Knowledge
Candidate should have strong functional understanding of
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Customer/Investor onboarding
Client profiling and investment objectives
Risk profiling and suitability
Investment portfolio creation and maintenance
Portfolio holdings and valuation
Asset allocation
Investment orders and transaction lifecycle
Mutual Funds
Bonds / Fixed Income
Equities
ETFs and other investment products
Buy / Sell / Switch / Redemption transactions
Corporate actions
Fees, charges and commissions
Portfolio performance and reporting
Wealth statements and investment reports
Relationship Manager / Investment Advisor workflows
Integration with Core Banking and other downstream/upstream systems
Reconciliation and financial-data validation