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Business Analyst - Retail Wealth - Banking

VAM Systems

This job is closed: the employer no longer lists it.

Skills

Required

  • Data Analytics
  • Wealth Management
  • investment advisory / digital wealth / client proposition / customer journey initiatives
  • process mapping

Preferred

  • report writing
  • portfolio advisory

We are currently looking for Senior Manager Business Analyst - Retail Wealth for our Qatar operations

Responsibilities

  • Excellent oral and written communication skills, including report writing, in English. * Good interpersonal, workshop facilitation, presentation, and stakeholder coordination skills. * Strong understanding of affluent banking, wealth management, investment products, portfolio advisory, and wealth lending concepts. * Strong business analysis skills, including requirements gathering (BRS/BRD), user stories, process mapping, gap analysis, business documentation, and solution validation. * Strong analytical skills with the ability to interpret client, portfolio, financial, operational, and performance data. * Experience in client analytics, segmentation, persona development, and customer journey analysis. * Knowledge of digital wealth platforms, investment onboarding, advisory, execution, portfolio monitoring, and servicing journeys. * Ability to develop clear dashboards, management reports, presentations, business cases, and implementation documentation. * Understanding of relevant laws, regulations, suitability requirements, conduct standards, data protection requirements, and banking practices. * Ability to make sound recommendations and follow through with assigned initiatives and deliverables. * Personal integrity, accountability, attention to detail, and effective self-management. * Strong planning, organising, analytical, problem-solving, and prioritisation capabilities. * Results-oriented approach with the ability to manage multiple interdependent deliverables. * Ability to communicate effectively with all levels of management and translate complex information into clear business insights.

Requirements

  • Bachelor’s degree, preferably with a major in Banking, Finance, Economics, Business Administration, Information Technology, Accounting, Marketing, Data Analytics, or another relevant field of study.
  • A relevant postgraduate qualification is advantageous. * Minimum 7 years of relevant experience in Wealth Management, Affluent Banking, Retail Banking, Investments, Business Analysis, Product Management, Digital Banking, or Banking Transformation, preferably within a highly rated international or regional bank. * Experience supporting wealth management, investment advisory, digital wealth, client proposition, or customer journey initiatives is preferred. * Practical experience in requirements gathering, process mapping, stakeholder workshops, data analysis, performance reporting, and implementation support. * Relevant professional qualifications in business analysis, project management, investments, wealth management, or data analytics are advantageous.
  • 2 weeks (maximum 1 month)