Virtusa
Doha, QatarPosted 3 days ago
Education & Experience Requirements • Bachelor’s degree, preferably with a major in Banking, Finance, Economics, Business Administration, Information Technology, Accounting, Marketing, Data Analytics, or another relevant field of study. A relevant postgraduate qualification is advantageous. • Minimum 7 years of relevant experience in Wealth Management, Affluent Banking, Retail Banking, Investments, Business Analysis, Product Management, Digital Banking, or Banking Transformation, preferably within a highly rated international or regional bank. • Experience supporting wealth management, investment advisory, digital wealth, client proposition, or customer journey initiatives is preferred. • Practical experience in requirements gathering, process mapping, stakeholder workshops, data analysis, performance reporting, and implementation support. • Relevant professional qualifications in business analysis, project management, investments, wealth management, or data analytics are advantageous. • Excellent oral and written communication skills, including report writing, in English. • Good interpersonal, workshop facilitation, presentation, and stakeholder coordination skills. • Strong understanding of affluent banking, wealth management, investment products, portfolio advisory, and wealth lending concepts. • Strong business analysis skills, including requirements gathering (BRS/BRD), user stories, process mapping, gap analysis, business documentation, and solution validation. • Strong analytical skills with the ability to interpret client, portfolio, financial, operational, and performance data. • Experience in client analytics, segmentation, persona development, and customer journey analysis. • Knowledge of digital wealth platforms, investment onboarding, advisory, execution, portfolio monitoring, and servicing journeys. • Ability to develop clear dashboards, management reports, presentations, business cases, and implementation documentation. • Understanding of relevant laws, regulations, suitability requirements, conduct standards, data protection requirements, and banking practices. • Ability to make sound recommendations and follow through with assigned initiatives and deliverables. • Strong planning, organising, analytical, problem-solving, and prioritisation capabilities. • Results-oriented approach with the ability to manage multiple interdependent deliverables. Show more Show less
Bachelor’s degree, preferably with a major in Banking, Finance, Economics, Business Administration, Information Technology, Accounting, Marketing, Data Analytics, or another relevant field of study. A relevant postgraduate qualification is advantageous. Minimum 7 years of relevant experience in Wealth Management, Affluent Banking, Retail Banking, Investments, Business Analysis, Product Management, Digital Banking, or Banking Transformation, preferably within a highly rated international or regional bank. Experience supporting wealth management, investment advisory, digital wealth, client proposition, or customer journey initiatives is preferred. Practical experience in requirements gathering, process mapping, stakeholder workshops, data analysis, performance reporting, and implementation support. Relevant professional qualifications in business analysis, project management, investments, wealth management, or data analytics are advantageous. Excellent oral and written communication skills, including report writing, in English. Good interpersonal, workshop facilitation, presentation, and stakeholder coordination skills. Strong understanding of affluent banking, wealth management, investment products, portfolio advisory, and wealth lending concepts. Strong business analysis skills, including requirements gathering (BRS/BRD), user stories, process mapping, gap analysis, business documentation, and solution validation. Strong analytical skills with the ability to interpret client, portfolio, financial, operational, and performance data. Experience in client analytics, segmentation, persona development, and customer journey analysis. Knowledge of digital wealth platforms, investment onboarding, advisory, execution, portfolio monitoring, and servicing journeys. Ability to develop clear dashboards, management reports, presentations, business cases, and implementation documentation. Understanding of relevant laws, regulations, suitability requirements, conduct standards, data protection requirements, and banking practices. Ability to make sound recommendations and follow through with assigned initiatives and deliverables. Strong planning, organising, analytical, problem-solving, and prioritisation capabilities. Results-oriented approach with the ability to manage multiple interdependent deliverables.
Not explicitly separated in the posting. The content describes expected expertise and capabilities relevant to the role, including supporting wealth management initiatives, requirements gathering, process mapping, stakeholder workshops, data analysis, reporting, and implementation support within wealth management and banking transformation contexts.
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