Business Analyst

About the role

Requirements

• Key Requirements:
• • Strong experience in Wealth Management / Affluent / Private / Priority Banking
• • Strong understanding of Investment Products, Portfolio Management, AUM & Investment Advisory
• • Experience in Business Analysis, BRD/BRS, Requirements Gathering & Process Mapping
• • Exposure to Client Analytics, Segmentation, Personas & Customer Journey Analysis
• • Experience with Digital Wealth / Digital Banking / Investment Platforms
• • Experience in Banking Transformation & Digital Wealth Initiatives
• • Strong stakeholder management, workshop facilitation and communication skills
• • Understanding of investment suitability, regulations and banking practices
• ⚠️ Important: We are looking for candidates with actual Wealth/Investment/Affluent Banking domain experience. Generic Retail Banking BAs or generic IT BAs will not be considered.

Responsibilities

• • Support the development of an Onshore Affluent Wealth Proposition (Senior Business Analyst role focused on Wealth Management, Affluent Banking, Investments).
• • Conduct requirements gathering, BRD/BRS creation, process mapping, and stakeholder workshop facilitation.
• • Analyze client analytics, segmentation, personas and customer journeys to inform Wealth proposition development.
• • Engage with Digital Wealth / Digital Banking initiatives and banking transformation programs.
• • Ensure adherence to investment suitability, regulations and banking practices in solutions.
• • Communicate effectively with stakeholders and manage workshops to drive outcomes.

Skills

• Wealth Management
• Affluent Banking
• Investment Products
• Portfolio Management
• AUM
• Investment Advisory
• BRD
• BRS
• Requirements Gathering
• Process Mapping
• Client Analytics
• Segmentation
• Personas
• Customer Journey Analysis
• Digital Wealth
• Digital Banking
• Investment Platforms
• Banking Transformation
• Stakeholder Management
• Workshop Facilitation
• Regulatory Knowledge