Onshoring Affluent Proposition – Business Analyst

Contract Duration

5-Year Fixed-Term Contract

Support the development and execution of the bank rsquo s affluent wealth growth strategy by analyzing client portfolios identifying investment opportunities and enabling the implementation of new products advisory capabilities digital platforms and customer journeys nbsp

The role will support initiatives aimed at increasing investment penetration growing AUM improving client engagement and strengthening the bank rsquo s competitive position in the affluent banking market nbsp

• Affluent Banking
• Wealth Management
• Investments Advisory
• Asset Under Management AUM
• Portfolio Advisory
• Wealth Lending
• Digital Wealth Platforms
• Client Segmentation Analytics
• Customer Journey Design
• Wealth Transformation Programs

• Analyze affluent client portfolios deposit balances investment penetration and behavioral trends
• Identify high-potential investment prospects and underserved client segments
• Support development of client personas and target market strategies
• Conduct competitor benchmarking and market analysis

• Support assessment of investment product and advisory capability gaps
• Gather and document requirements for new investment products and services
• Assist in defining target-state wealth propositions and service models

• Support development of RM productivity coverage and capability frameworks
• Assist in defining training requirements and advisory enablement programs
• Support implementation of investment advisory and wealth management processes

• Analyze existing client journeys and identify improvement opportunities
• Support design and implementation of digital wealth platform capabilities
• Assist in defining onboarding advisory servicing and investment execution journeys

• Coordinate with Wealth Retail Banking Investments Product Digital Operations and Technology teams
• Support implementation of strategic initiatives and transformation programs
• Facilitate requirements gathering workshops and stakeholder engagement

• Develop dashboards and reports tracking investment penetration AUM growth client acquisition and RM productivity
• Monitor business outcomes and support performance optimization initiatives
• Provide analytical insights to support strategic decision-making

• 7 ndash 10 years of experience in Wealth Management Retail Banking Investments Business Analysis Product Management or Banking Transformation
• Experience supporting wealth management advisory or investment-related initiatives preferred
• Exposure to affluent banking and digital wealth platforms is advantageous
• Strong understanding of investment products wealth advisory and affluent banking models
• Experience in client analytics segmentation and business requirements gathering
• Knowledge of customer journey design and digital platform implementation
• Strong analytical stakeholder management and problem-solving skills
• Experience supporting transformation and growth initiatives