Business Analyst – Wealth Management

Job Description

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Job Title: Business Analyst – Wealth Management
Job Summary
We are seeking an experienced Business Analyst with a strong background in Wealth Management and trading domain. The ideal candidate shall have over 5 years of experience in business analysis, with a proven track record of working in the Wealth Management domain. This role requires excellent analytical skills, the ability to work with cross-functional teams, and a deep understanding of financial products and services.
Key Responsibilities

• Collaborate with stakeholders to gather and document business requirements.
• Analyze and interpret complex data to provide insights and recommendations.
• Develop and maintain detailed business process documentation.
• Work closely with technical teams to ensure requirements are understood and implemented correctly.
• Conduct gap analysis and identify areas for improvement in business processes.
• Facilitate workshops and meetings to elicit requirements and drive consensus.
• Support the development and implementation of new systems and processes.
• Ensure compliance with regulatory requirements and industry standards.
• Provide training and support to end-users.

Qualifications

• Over 5 years of experience as a Business Analyst, with a focus on Wealth Management.
• Strong understanding of financial products, services, and regulations.
• Technical expertise in data analysis, SQL, and other relevant tools.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong problem-solving and critical-thinking abilities.
• Experience with project management methodologies is a plus.

Preferred Skills

• Experience with Agile methodologies.
• Knowledge of financial software and systems.
• Hands on experience in applications like Advent, Prospero. (Good to Have)

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Contract

Job function

• Job function

  Research, Analyst, and Information Technology

• Industries

  IT Services and IT Consulting

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2025-11-11 12:49:27