Business Analyst - Wealth Management

• Engage business stakeholders to elicit, analyse, and document business requirements.
• Conduct requirements analysis and structured elicitation (interviews, workshops, process walkthroughs).
• Collaborate with subject-matter experts to validate business needs and clarify scope.
• Analyse and document current‑state and target‑state business processes, including impact assessments.
• Define detailed functional and non‑functional requirements, including data, integration, security, and access needs.
• Manage requirements‑related risks, issues, and scope changes.
• Prepare business‑focused release notes and contribute to deployment readiness documentation.
• Document requirements in accordance with enterprise standards and traceability needs.
• Understand the existing technology and application landscape to ensure feasible, seamless integration.
• Partner with operational teams to define or refine operating procedures where required.
• Collaborate with Solution Architects and System Analysts to ensure accurate understanding and translation of requirements.
• Maintain a requirements traceability matrix across design, build, test, and deployment phases.
• Validate capabilities included within scope and identify gaps, assumptions, or exclusions.
• Provide scope boundaries and assumptions for technology governance or investment submissions.
• Manage change requests related to business analysis deliverables.
• Review and sign‑off functional specifications.
• Review test scenarios and test cases; provide support during SIT and UAT cycles.

Key Deliverables

• Business Requirements Document (BRD), including detailed customer journeys, functional and non‑functional requirements
• Detailed Requirements Analysis Artefacts
• Data Requirements Catalogue / Data Mapping
• Capabilities Catalogue for the programme or project
• Out‑of‑Scope Items and Assumptions Log
• Solution Playback / Requirements / Technology Playback Deck

Requirements:

• Strong business domain knowledge in financial services, with exposure to Wealth Management and Private Banking.
• 7+ years relevant experience in financial services and/or consulting, covering business, technology, or transformation roles.
• Bachelor’s degree in Computer Science, Engineering, Business, Finance or equivalent professional experience.
• Strong quantitative, analytical, problem‑solving, and process design capabilities, with the ability to translate analysis into actionable business and technology solutions.
• Extensive experience working across technology, operations, and business functions within the financial industry.
• Demonstrated ability to work collaboratively as a resourceful team player in multi‑disciplinary environments.
• Familiarity with change management, project delivery frameworks, and structured methodology disciplines.
• Strategic thinker with strong communication, influencing, negotiation, and stakeholder engagement skills.
• Resilient, proactive, and able to operate effectively in ambiguous or dynamic environments.
• Experience in solution scoping and evaluation, balancing considerations such as scalability, maintainability, cost, operational impact, integration complexity, and technology risk.