Role & Responsibilities:

Role:

- We are seeking an experienced and dynamic Business Analyst to join our Wealth Management Business Transformation team.

- In this pivotal role, you will be at the forefront of driving change and innovation within our wealth management division, working on high-impact projects that shape the future of our business around client experience.

- You will be required to assist in driving efficiency initiatives to improve client experience, reduce operational risk and reduce hours and efforts.

Responsibilities:

Initiative Management

- Drive and coordinate Client Experience Improvement Initiative

- Lead digital platform for Soft Token Implementation & migration

- Manage Front Office Efficiency Initiative

- Oversee Fee Schedule Updates

- Execute Client Experience Improvement Projects

- Manage Complete BM Change Implementation

Business Analysis and Documentation:

- Engage with stakeholders to gather, analyse, and document business requirements.

- Translate requirements into functional specifications, user stories, and actionable solutions.

- Perform data analysis, gap analysis, and impact assessments for process and system improvements.

- Facilitate workshops/meetings to drive consensus and solution design.

- Collaborate with developers to ensure business-IT alignment.

- Support testing, validation, training, and issue resolution for new or enhanced systems.

- Lead User Acceptance Testing for digital banking/CE-FO initiatives.

- Define UAT scope, objectives, success criteria, and create test plans, cases, and scripts.

- Coordinate testers and stakeholders, manage UAT execution, defect resolution, and reporting.

- Facilitate kick-offs, status meetings, and post-mortems.

- Track progress, escalate risks/issues, and provide UAT sign-off upon meeting quality standards.

- Assist in project planning, scheduling, tracking, and reporting across CE-FO initiatives.

- Maintain project documentation, including timelines, minutes, and dashboards.

- Support resource allocation, budget tracking, and risk/issue management.

- Coordinate stakeholder engagement and cross-team alignment.

- Provide administrative and governance support to project/program managers.

Process Improvement:

- Identify opportunities for automation

- Reduce manual workload

- Streamline client service processes

- Enhance operational efficiency

- Implement best practices

Risk Management:

- Ensure regulatory compliance

- Enhance data integrity

- Address system exceptions

- Improve control accuracy

- Monitor and report on risk metrics

Skills required:

- Strong understanding of client experience and front office operations in wealth management

- Experience in business analysis and project management

- Knowledge of client reporting systems and digital platforms

- Strong stakeholder management and communication skills

- Excellent analytical and problem-solving capabilities

- Project coordination and execution skills

- Proficiency in MS Office Suite (especially Excel and PowerPoint)

- Experience with workflow management tools (e.g., JIRA)