Asset and Wealth Management BA

We are seeking a highly skilled Business Analyst or Project Manager with extensive experience in Asset and Wealth Management (AWM) to drive key business and technology initiatives. The ideal candidate will combine analytical strategic and delivery expertise to define requirements identify process gaps and ensure the successful implementation of solutions aligned with the banks AWM roadmap and growth Responsibilities : Lead business requirements gathering documentation and validation across AWM gaps and improvement opportunities within existing processes and propose actionable and oversee end-to-end project delivery ensuring alignment with strategic priorities and to defining and maintaining the AWM business and technology with product owners operations and technology teams to ensure seamless delivery of industry best practices in AWM to optimize workflows and enhance client requirement workshops stakeholder discussions and progress business cases impact assessments and reports for senior Skills and Experience : 8 years of combined experience in Business Analysis and Project Management domain knowledge in Asset and Wealth Management including investment products portfolio management client onboarding advisory processes and experience defining and documenting business requirements workflows and user -on experience with Agile or Waterfall project stakeholder management communication and analytical to bridge business and technology teams of industry trends regulatory requirements and digital transformation initiatives in AWM.

Key Skills

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Organizational skills
• Investment Experience
• Banking
• Securities Law
• Financial Planning
• Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1

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