Overview
On Site
Depends on Experience
Full Time
No Travel Required
Skills
Wealth Management
Job Details
Job Role- Business Analyst Wealth Management
Job Type- Full Time
Job Location Full Time
Experience Required - 7+ Years
Key Responsibilities:
- Client & Portfolio Analysis:
- Analyze clients financial portfolios to identify opportunities for optimization.
- Support advisors in crafting personalized investment strategies aligned with client goals and risk tolerance.
- Requirements Gathering & Documentation:
- Liaise between business stakeholders and technical teams to gather and document business requirements.
- Translate business needs into clear user stories and functional specifications.
- Strategic Consulting & Innovation:
- Conduct strategic assessments to define future-state architecture and digital advisory platforms.
- Contribute to initiatives like AI-driven personalization, virtual assistants, and smart client onboarding apps.
- Project Management & Delivery:
- Manage or support multiple projects, ensuring timely delivery and alignment with business objectives.
- Identify interdependencies and risks, and propose mitigation strategies.
- Compliance & Risk Management:
- Ensure solutions comply with financial regulations and internal policies.
- Collaborate with legal and compliance teams to address suitability and risk issues.
- Stakeholder Engagement:
- Build strong relationships with clients, advisors, and internal teams.
- Present findings and recommendations through reports and presentations.
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