Business Analyst (Wealth Management)

About the role

We are seeking an experienced IT Business Analyst to join our Retail Wealth Management technology team. The successful candidate will act as a bridge between business stakeholders and technology teams, ensuring that system solutions align with business objectives and regulatory requirements. This role involves gathering and analyzing requirements, designing solutions, and supporting implementation for wealth management products and services, including investment, insurance, and advisory platforms.

Roles and Responsibilities

1. Business Analysis & Requirements Gathering

• Collaborate with business stakeholders to understand objectives, processes, and pain points.

• Elicit, document, and validate functional and non-functional requirements for wealth management systems.

• Translate business needs into clear and concise user stories or functional specifications.

2. Solution Design & Delivery

• Work closely with architects and developers to design solutions that meet business and technical requirements.

• Ensure compliance with regulatory standards (MAS guidelines, KYC/AML requirements).

• Support system integration, data migration, and interface design between wealth platforms and core banking systems.

3. Project Management Support

• Assist in project planning, scope definition, and timeline estimation.

• Coordinate with cross-functional teams (business, operations, technology, vendors) to ensure timely delivery.

• Track and report progress, risks, and issues to stakeholders.

4. Testing & Quality Assurance

• Develop test scenarios and support User Acceptance Testing (UAT).

• Validate that delivered solutions meet business requirements and quality standards.

5. Continuous Improvement

Identify opportunities to enhance system capabilities and improve operational efficiency, and be a key differentiator to help Bank achieve business objectives

Stay updated on industry trends, regulatory changes, and emerging technologies in wealth management.

Minimum Qualifications

Experience:

• Minimum 8 years of experience as a Business Analyst in banking or financial services.
• Strong knowledge of Retail Wealth Management products (mutual funds, structured products, equities, insurance, advisory services).
• Familiarity with core banking systems, wealth platforms, and integration technologies.
  
  Skills:
• Excellent analytical, problem-solving, and documentation skills.

• Proficient in requirements gathering techniques, process mapping, and use case development.

• Strong communication and stakeholder management skills.
  
  Preferred:
• Experience with Agile/Scrum methodologies.
• Knowledge of MAS regulatory requirements and compliance frameworks.
• Exposure to API integration and digital wealth platforms.
• To better facilitate collaboration and discussion, please note that this is a role that requires 100% Work-in-Office.

Side note:
This role requires 100% Work in office, based at Punggol Digital District