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Responsibilities
- Partner with Bank’s IT and wealth management stakeholders to understand and document business needs, analyze processes, and identify improvement opportunities
- Understand current systems and workflows, proposing optimized solutions that align with business goals and compliance standards
- Collaborate with IT and development teams to ensure the technical solutions meet business requirements
- Develop and document detailed business requirements, use cases, process flows, and functional specifications
- Define UAT test cases to test the business requirements
- Review of data and work to improve on data quality
- Facilitate workshops, meetings, and presentations to capture requirements and communicate project updates to stakeholders
- Act as a liaison between business units, technical teams and developers throughout the project lifecycle, ensuring alignment and addressing any challenges
- 8-10 years of experience as a Business Analyst, with a focus on client life cycle management - wealth management or financial services.
- Proven experience working on technology-driven projects
- Good understanding of wealth management products such as investment funds, portfolio management, retirement planning, and advisory services.
- Experience with Agile software development methodologies and business analysis tools (JIRA, Confluence, etc.).
- Knowledge of data analytics, business intelligence (BI) tools, and reporting platforms is an advantage.
- Excellent communication skills, with the ability to work collaboratively and present complex information to non-technical stakeholders.
- Updated on industry trends, regulations, and technological advancements in wealth management
- Ability to work independently and as part of a cross-functional team in a dynamic environment.
- Strong problem-solving skills and a proactive approach to identifying business needs and delivering solutions.
- Detail-oriented with a commitment to delivering high-quality, accurate, and compliant business solutions.
- Flexibility to adapt to changing business priorities and to manage multiple projects simultaneously.
- Willingness to continuously learn and keep abreast of industry changes, regulations, and technology trends in wealth management.
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