We are hiring a Wealth Management Business Analyst – Digital Wealth Platforms to join an established international financial institution supporting its Wealth Management and Investment Technology platforms.
This role is suited to an experienced BA with strong knowledge of wealth management processes, investment platforms, digital banking solutions, and end-to-end client investment journeys.
Key Responsibilities
- Gather and translate business needs into clear requirements, user stories, process flows, functional specifications, and acceptance criteria
- Analyse wealth management workflows including client onboarding, account opening, investment journeys, product selection, portfolio management, transactions, reporting, and servicing processes
- Work closely with Product Owners, Wealth Advisors, Relationship Managers, Operations, Engineering, Compliance, Risk, and Testing teams to deliver platform enhancements
- Identify process gaps, operational challenges, control requirements, and opportunities to improve digital wealth experiences
- Support UAT, defect management, release preparation, implementation activities, and post-release validation
- Assess system impacts across wealth platforms, investment products, integrations, APIs, and data flows
- Support enhancements to digital investment platforms, client portals, advisory tools, and wealth management solutions
What We're Looking For
- 8+ years of experience as a Business Analyst within financial services, banking, wealth management, or fintech environments
- 3–5+ years of relevant experience in Wealth Management, Private Banking, Investment Platforms, Digital Wealth, or Investment Products
- Hands-on exposure to wealth platforms, investment systems, portfolio management platforms, or digital banking solutions
- Strong understanding of wealth management processes including:
- Client onboarding and account opening
- Investment products and suitability assessment
- Portfolio management and reporting
- Fund subscriptions/redemptions
- Advisory and digital investment journeys
- Experience translating business requirements into functional specifications, user stories, acceptance criteria, and process documentation
- Understanding of system workflows, integrations, APIs, data flows, and application impacts
- Experience working with Agile delivery teams and tools such as Jira, Azure DevOps, Confluence, SQL, or similar platforms
- Strong stakeholder management skills with the ability to communicate effectively with business and technology teams
