Change Business Analyst - Private Banking Domain

Change Business Analyst - Private Banking (5-8 years)

Bank / Wealth Management Firm

We are hiring a Change Business Analyst to drive business analysis across private banking transformation programs - client lifecycle, advisory enablement, and platform integration.

Key Responsibilities:

- Lead BA across onboarding, KYC, advisory (discretionary/non-discretionary), portfolio management, servicing, reporting

- Conduct workshops with private bankers, investment advisors, compliance, ops

- Define Target Operating Model (TOM) - high-touch servicing + integrated platforms

- Drive AS-IS to TO-BE transformation - client experience + banker productivity

- Support platform integration: CRM, core banking, wealth platforms

- Drive Client 360 / golden record initiatives

- Translate regulatory requirements (KYC, AML, suitability) into business/system requirements

- Mentor junior analysts - BRDs, user stories, process maps

Required Skills:

- Strong private banking domain expertise

- Deep understanding of private banking lifecycle & advisory models

- Exposure to Avaloq, Temenos, Salesforce FSC, Invest Cloud, Envestnet

- Experience with data fragmentation & Client 360 - not a pure tech role

Ideal Candidate:

- Experience with HNW/UHNW clients in leading private banks

- Consulting mindset + structured problem-solving

- Strong stakeholder communication skills