Digital Business Analyst - Private Wealth Management

Key Responsibilities:

• Collaborate with key stakeholders to understand business needs, gather requirements, and transform them into well-defined digital solutions.
• Conduct in-depth analysis of current business processes, systems, and data to identify opportunities for optimization and automation.
• Develop business cases, project plans, and requirements documentation to support the implementation of digital solutions.
• Engage with cross-functional teams to ensure alignment between business objectives and technical capabilities throughout the project lifecycle.
• Leverage data analytics and visualization tools to uncover insights that drive informed decision-making and continuous improvement.
• Work closely with IT teams to translate business requirements into technical specifications and ensure successful solution delivery.
• Conduct user acceptance testing and facilitate training sessions to ensure smooth adoption of digital tools and processes.
• Monitor key performance indicators and conduct post-implementation reviews to assess the impact of digital initiatives and drive ongoing enhancements.
• Stay abreast of industry trends, best practices, and regulatory requirements to inform digital strategy and roadmap development.

• Bachelor's degree in Business Administration, Finance, Information Technology, or a related field.
• 5+ years of experience in business analysis, preferably within the financial services or wealth management industry.
• Strong knowledge of digital technologies, including data analytics, CRM systems, and workflow automation tools.
• Proven ability to communicate effectively with various stakeholders, from business users to technical teams.
• Analytical mindset with a keen eye for detail and problem-solving skills.
• Project management experience is a plus.
• Relevant certifications (e.g., CBAP, PMP) are desirable