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Business Analyst - Wealth Management

Business Analyst - Wealth Management

A leading financial institution is looking to employ a Business Analyst - Wealth Management.

Brief overview of the role:

The selected candidate will report directly to the Head of Business Development and will be mainly taking responsibility for a portfolio of retail wealth management projects.

Duties and responsibilities

  • Leading a number of high profile projects including but not limited to introduction of online wealth management service in Malta
  • Working with senior and junior stakeholders across the Company's functions (mainly Business, Technology, Operations, Legal, Compliance, Risk and Finance) to be able to assess the feasibility of new products and services and implement the agreed scope
  • Cooperating with external suppliers of wealth management services and related data. Where necessary, running Request for Proposal (RFP) processes across a number of potential vendors
  • Ensuring an effective delivery of agreed wealth management projects, covering activities such as: confirming nature and scope of change, impacting assessment of changes, performing GAP Analysis, analysing and documenting requirements
  • Identifying and analysing of solutions
  • Designing the implementation of process and organisational changes
  • Interpreting business requirements into system requirements
  • Acting as a bridge between the less technical officers and the technical resources to ensure correct implementation of requirements
  • Providing systems and product expertise to key stakeholders to enable smooth implementations of technology solutions for new wealth management solutions

Required knowledge, skills and experience

  • Strong understanding of retail wealth management and banking, with a specific focus on products and services offered via online channels
  • Working knowledge of discretionary service products, mutual funds, ETFs, equities and bonds (product mechanics, trading and settlement cycles, related fees and costs)
  • Working knowledge of technical support structures and solutions behind online wealth management and retail trading services
  • Good understanding of EU financial services regulations, with a specific focus on MIFID2, UCITS, etc
  • Track record of wealth management projects delivery and managing project teams
  • Ability to communicate at a senior level and drive scoping discussions for the major projects
  • Working in a fast-paced environment preferably in retail banking, online wealth management and advisory services

If you are interested in this position apply online or send your CV for the attention of Mark to finance@castilleresources.com