Business Analyst
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Key skills for this role
About the Role
Vistas Global seeks an experienced Business Analyst for Affluent Banking & Wealth Management to support the bank's affluent wealth growth strategy. The role requires 7-10 years of experience in wealth management, business analysis, and banking transformation, with strong analytical and stakeholder management skills.
Key Skills for This Role
Responsibilities
- Analyze affluent client portfolios, investment holdings, deposit balances, and client behavior
- Identify high value investment opportunities and underserved client segments
- Support client segmentation, persona development, and target market strategies
- Conduct competitor benchmarking and market analysis to identify growth opportunities
- Gather, analyze, and document business requirements for wealth management initiatives
- Support the design and enhancement of investment products and advisory services
- Prepare business requirement documents (BRD), functional specifications, and process documentation
- Support the development of Relationship Manager productivity frameworks
- Analyze existing customer journeys across affluent banking channels and identify opportunities to improve
- Support implementation of digital wealth platform capabilities
- Facilitate workshops, interviews, and requirement gathering sessions
- Develop dashboards and reports to monitor AUM, investment penetration, client acquisition, RM productivity, and wealth business performance
Requirements
- Bachelor's Degree in Finance, Banking, Business Administration, Economics, Information Systems, Management, Computer Science, or related discipline
- 7–10 years of experience in Wealth Management, Affluent Banking, Retail Banking, Investments, Business Analysis, Product Management, or Banking Transformation
- Experience supporting Wealth Management initiatives, investment advisory projects, digital banking transformation, customer journey initiatives, or product implementation projects
- Experience with Affluent Banking or Wealth Advisory platforms is highly preferred
- MBA or professional Business Analysis certification (CBAP, PMI PBA, Agile) is an advantage
Full Job Posting
Job Summary
- We are seeking an experienced Business Analyst – Affluent Banking & Wealth Management to support the development and execution of the bank's affluent wealth growth strategy.
- The successful candidate will analyze client portfolios, identify investment opportunities, support the implementation of new wealth products, advisory capabilities, digital wealth platforms, and customer journeys to drive AUM growth and enhance client engagement.
- The ideal candidate will possess strong experience in Affluent Banking, Wealth Management, Investment Products, Client Analytics, Digital Banking, Business Analysis, and Banking Transformation.
Key Responsibilities
- Analyze affluent client portfolios, investment holdings, deposit balances, and client behavior.
- Identify high value investment opportunities and underserved client segments.
- Support client segmentation, persona development, and target market strategies.
- Conduct competitor benchmarking and market analysis to identify growth opportunities.
- Provide analytical insights to support strategic business decisions.
- Gather, analyze, and document business requirements for wealth management initiatives.
- Support the design and enhancement of investment products and advisory services.
- Identify product and service capability gaps.
- Assist in defining target state wealth propositions and customer value propositions.
- Prepare business requirement documents (BRD), functional specifications, and process documentation.
- Support the development of Relationship Manager productivity frameworks.
- Assist in defining advisory capability and wealth management operating models.
Required Qualifications
- Bachelor's Degree in Finance, Banking, Business Administration, Economics, Information Systems, Management, Computer Science, or related discipline.
- MBA or professional Business Analysis certification (CBAP, PMI PBA, Agile) is an advantage.
Required Experience
- 7–10 years of experience in Wealth Management, Affluent Banking, Retail Banking, Investments, Business Analysis, Product Management, or Banking Transformation.
- Experience supporting Wealth Management initiatives, investment advisory projects, digital banking transformation, customer journey initiatives, or product implementation projects.
- Experience with Affluent Banking or Wealth Advisory platforms is highly preferred.
Required Skills
- Banking & Wealth Management: Affluent Banking, Wealth Management, Investment Products, Portfolio Advisory, Asset Under Management (AUM), Wealth Lending, Investment Advisory, Retail Banking, Digital Wealth Platforms, Customer Experience.
- Business Analysis: Business Analysis, Requirements Gathering, Business Process Mapping, As Is / To Be Analysis, Gap Analysis, BRD / FRD Documentation, Functional Specifications, User Stories, Acceptance Criteria, Process Improvement, Business Process Reengineering.
- Client Analytics: Client Segmentation, Portfolio Analysis, Customer Analytics, Investment Penetration Analysis, Market Research, Competitor Benchmarking, Client Persona Development, Business Analytics, KPI Reporting.
- Digital Transformation: Digital Banking, Digital Wealth Platforms, Customer Journey Mapping, Customer Journey Design, Digital Onboarding, Digital Advisory, Wealth Transformation, Banking Transformation.
- Stakeholder Management: Stakeholder Engagement, Workshop Facilitation, Cross functional Collaboration, Executive Communication, Change Management, Vendor Coordination.
- Reporting & Tools: Microsoft Excel, Microsoft Power BI, Microsoft Visio, JIRA, Confluence, SQL (Preferred), Tableau (Preferred).
- Methodologies: Agile, Scrum, Waterfall, SDLC, Business Process Improvement.
Key Competencies
- Analytical Thinking
- Business Acumen
- Customer Centric Mindset
- Strategic Thinking
- Problem Solving
- Communication Skills
- Stakeholder Management
- Attention to Detail
- Collaboration
- Decision Making
- Time Management
- Results Orientation
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