Test Engineer – Wealth Management

Test Engineer – Wealth Management

Location – Offshore. There will be an on-site opportunity in any of the Middle East countries.

Experience: 3–6 yrs

Job description:

• Understand business requirements in the wealth management and banking domain.


• Design, develop, and execute test plans and test cases for functional, regression, integration, and end-to-end testing.


• Perform manual testing of banking platforms, CRM systems, investment product modules, and reporting tools.


• Validate the accuracy of financial calculations, portfolio allocations, fee computations, and compliance rules.


• Identify, document, and track bugs using defect management tools such as JIRA or ADO.


• Collaborate with development and product teams to troubleshoot and resolve issues.


• Perform data validation, API testing, and UI testing as needed.


• Contribute to continuous improvement of QA processes and automation frameworks.


• Ensure adherence to testing best practices and standards within the banking industry.


• Support UAT and SIT phases and participate in release validation activities.

Experience/knowledge in the following modules:

• Client Onboarding & KYC Module


• Portfolio Management Module


• Investment & Order Management Module


• Financial Planning Module


• Risk & Compliance Module


• Reporting & Analytics Module


• CRM (Client Relationship Management) Module


• Fee Management & Billing Module


• Security, Access Control & Audit Module


• Client & Advisor Portals