Requirement
· Proven experience as a Business Analyst in the wealth management sector, with a deep understanding of investment products, portfolio management, financial planning, and client servicing.
· 6+ years of experience in investment products and business solution analysis, preferably in the financial services industry. Experience with technology platforms is beneficial, but not a primary requirement.
· Strong analytical skills with the ability to collect, analyse, and interpret complex data from various sources.
· Solid knowledge of wealth management industry trends, including regulatory requirements, digital transformation, and evolving client expectations.
· Excellent communication skills, both verbal and written, with the ability to present complex concepts in a clear and concise manner.
· Strong problem-solving abilities, with a focus on identifying creative and innovative solutions.
· Experience working in an agile development environment and familiarity with agile methodologies.
· Proficiency in using business analysis tools, project management software.
· Ability to work independently, manage multiple priorities, and thrive in a fast-paced, dynamic environment.