We are seeking a skilled and experienced Business Analyst with expertise in Wealth Management. The ideal candidate will have a strong understanding of the Wealth Management domain, focusing on designing, analyzing, and improving onboarding and maintenance workflows, as well as user interfaces for clients and financial intermediaries (FIMs). The role involves collaborating with multiple stakeholders to ensure seamless management of client and FIM profiles, self-service updates, and various operational workflows.
Key Responsibilities:
- Leverage domain knowledge to analyze business requirements and provide solutions for Wealth Management operations, focusing on clients and financial intermediaries (FIMs).
- Design and enhance onboarding workflows and user interfaces to streamline the process for clients and FIMs.
- Oversee and improve workflows and interfaces for the maintenance and updates of client and FIM profiles.
- Develop and manage self-service capabilities for clients and FIMs, allowing them to update their information independently.
- Define and optimize workflows and interfaces for managing leads and prospects, ensuring effective tracking and engagement.
- Implement and refine offboarding workflows and interfaces to ensure efficient management of client and FIM exits.
- Coordinate client and FIM review processes, creating interfaces that facilitate seamless periodic reviews.
- Analyze and develop workflows for investigating client and FIM-related issues, ensuring timely and accurate resolution.
Qualifications & Skills:
- Proven experience as a Business Analyst in Wealth Management or a similar financial services domain.
- Strong understanding of client and FIM onboarding, maintenance, and offboarding processes.
- Ability to design user interfaces and workflows that enhance client and FIM interaction and experience.
- Experience in handling self-service portals, leads and prospect management, and client/FIM review processes.
- Excellent analytical, problem-solving, and communication skills.
- Ability to collaborate with cross-functional teams and stakeholders to deliver business solutions.
- Familiarity with compliance and regulatory requirements in Wealth Management.
To apply, simply click the "Apply" button or send your updated profile to [email protected]
EA Licence No.:18S9405 / EA Reg. No.:R1330864
Percept Solutions is expanding and actively seeking talented individuals. We encourage applicants to follow Percept Solutions on LinkedIn at https://www.linkedin.com/company/percept-solutions/to stay informed about new opportunities and events.
