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Mandatory skills:
6-12 years total experience
3+ years in Wealth domain
Wealth Management / Private Banking / Retail Wealth
Investment platforms, advisory systems
RM-facing applications in banks
Must have:
Client onboarding (KYC, AML, risk profiling)
RM/advisor workflows and advisory journeys
Investment products (funds, bonds, equities, structured products - high level)
Suitability & risk profiling rules
Portfolio view / holdings / performance reporting
Order / trade lifecycle (capture → execution → settlement)
Wealth compliance & MAS awareness (conceptual)
Requirements:
Proven experience as a Business Analyst at a senior level or equivalent, preferably within the banking or financial services industry, with a strong focus on wealth management or investment products. (Project management experience)
. Deep understanding of business domains related to investment products (e.g., Funds, Bonds, FX, Structured Products, Equities, Digital Assets) or advisory domains (e.g., Portfolio Management, Construction, Rebalancing, Risk).
. Demonstrable experience in the agile delivery of complex customer journeys and digital products from conceptualization to launch.
. Solid experience in analyzing and documenting requirements for system integrations and complex IT landscapes.
. Proficiency in various business analysis techniques and tools, including process mapping, data modelling, use case development, user story writing, and requirements management.
. Strong analytical, problem-solving, and critical thinking skills, with the ability to break down complex problems into manageable components.
. Excellent communication (verbal and written), presentation, and interpersonal skills, with the ability to engage effectively with both technical and non-technical stakeholders.
. Experience working closely with engineering squads and product managers in a fast-paced, agile development environment.
. Ability to work independently and manage multiple priorities in a dynamic environment.
. A Bachelor's or Master's degree in Business Administration, Finance, Information Technology, or a related field.
Please see above
Responsibilities
. Lead detailed business analysis to understand, define, and document requirements for complex customer journeys and digital capabilities across investment and advisory products (e.g., Funds, Bonds, FX, Structured Products, Equities, Digital Assets, Portfolio Management, Rebalancing, Risk).
. Facilitate workshops and engage with various stakeholders, including product managers, business users, legal, compliance, and technology teams, to elicit, analyse, and validate business requirements.
. Translate high-level business needs into detailed functional and non-functional specifications, user stories, use cases, and process flows, ensuring clarity and completeness for engineering squads.
. Drive the agile delivery lifecycle, actively participating in sprint planning, backlog grooming, daily stand-ups, and retrospectives, ensuring continuous alignment between business objectives and technical implementation.
. Analyse and document current state processes and target state processes, identifying gaps and opportunities for optimization and digital transformation.
. Oversee and actively participate in system integration analysis, ensuring seamless data flow and functionality across various platforms and applications.
. Conduct market research and competitive analysis to identify industry trends and best practices in wealth management technology and digital capabilities.
. Support quality assurance activities, including reviewing test plans and cases, and performing user acceptance testing (UAT) to ensure delivered solutions meet business requirements and quality standards.
. Act as a subject matter expert for assigned business domains, providing guidance and clarification to engineering teams throughout the development cycle.
. Contribute to the continuous improvement of business analysis practices, tools, and methodologies within the Wealth Management Technology department.
Thanks,
Saghana Sithara
Business Manager, Recruitment| Quess Selection & Services, Singapore
EA License Number: 23C2060 Registration ID is R1550224
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This is in partnership with the Employment and Employability Institute Pte Ltd (e2i).
e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to Quesscorp Singapore's PDPA and e2i's PDPA.
Job ID: 146464305