Job Summary We are seeking an experienced Business Analyst – Affluent Banking & Wealth Management to support the development and execution of the bank's affluent wealth growth strategy. The successful candidate will analyze client portfolios, identify investment opportunities, support the implementation of new wealth products, advisory capabilities, digital wealth platforms, and customer journeys to drive Assets Under Management (AUM) growth and enhance client engagement. The ideal candidate will possess strong experience in Affluent Banking, Wealth Management, Investment Products, Client Analytics, Digital Banking, Business Analysis, and Banking Transformation. The role requires close collaboration with Wealth Management, Retail Banking, Investments, Product, Digital, Operations, and Technology teams to deliver strategic transformation initiatives. Key Responsibilities1. Client & Market Analytics Analyze affluent client portfolios, investment holdings, deposit balances, and client behavior. Identify high-value investment opportunities and underserved client segments. Support client segmentation, persona development, and target market strategies. Conduct competitor benchmarking and market analysis to identify growth opportunities. Provide analytical insights to support strategic business decisions.2. Product & Proposition Development Gather, analyze, and document business requirements for wealth management initiatives. Support the design and enhancement of investment products and advisory services. Identify product and service capability gaps. Assist in defining target-state wealth propositions and customer value propositions. Prepare business requirement documents (BRD), functional specifications, and process documentation.3. Wealth Advisory & Relationship Manager (RM) Enablement Support the development of Relationship Manager productivity frameworks. Assist in defining advisory capability and wealth management operating models. Support implementation of investment advisory and wealth management processes. Identify training and enablement requirements for Relationship Managers.4. Digital Wealth Platform & Customer Journey Analyze existing customer journeys across affluent banking channels. Identify opportunities to improve onboarding, servicing, advisory, and investment execution processes. Support implementation of digital wealth platform capabilities. Collaborate with Digital Banking and Technology teams to enhance customer experience.5. Stakeholder Management & Business Analysis Gather and document business requirements from business stakeholders. Facilitate workshops, interviews, and requirement gathering sessions. Coordinate with Wealth Management, Retail Banking, Investments, Product, Digital, Operations, and Technology teams. Support solution design, implementation, testing, and business acceptance activities. Ensure alignment between business objectives and technology solutions.6. Performance Monitoring & Reporting Develop dashboards and reports to monitor:Assets Under Management (AUM) Investment penetration Client acquisition RM productivity Wealth business performance Analyze KPIs and recommend improvement initiatives. Support executive reporting and strategic planning.7. Transformation & Continuous Improvement Support wealth transformation and digital banking initiatives. Participate in business process improvement and operating model transformation. Assist in implementing strategic growth initiatives across the affluent banking business. Support change management and user adoption activities. Required Qualifications Bachelor's Degree in:Finance Banking Business Administration Economics Information Systems Management Computer Science Related discipline MBA or professional Business Analysis certification (CBAP, PMI-PBA, Agile) is an advantage. Required Experience7–10 years of experience in:Wealth Management Affluent Banking Retail Banking Investments Business Analysis Product Management Banking Transformation Experience supporting:Wealth Management initiatives Investment advisory projects Digital banking transformation Customer journey initiatives Product implementation projects Experience with Affluent Banking or Wealth Advisory platforms is highly preferred. Required Skills Banking & Wealth Management Affluent Banking Wealth Management Investment Products Portfolio Advisory Asset Under Management (AUM) Wealth Lending Investment Advisory Retail Banking Digital Wealth Platforms Customer Experience Business Analysis Business Analysis Requirements Gathering Business Process Mapping As-Is / To-Be Analysis Gap Analysis BRD / FRD Documentation Functional Specifications User Stories Acceptance Criteria Process Improvement Business Process Reengineering Client Analytics Client Segmentation Portfolio Analysis Customer Analytics Investment Penetration Analysis Market Research Competitor Benchmarking Client Persona Development Business Analytics KPI Reporting Digital Transformation Digital Banking Digital Wealth Platforms Customer Journey Mapping Customer Journey Design Digital Onboarding Digital Advisory Wealth Transformation Banking Transformation Stakeholder Management Stakeholder Engagement Workshop Facilitation Cross-functional Collaboration Executive Communication Change Management Vendor Coordination Reporting & Tools Microsoft Excel Microsoft Power BIMicrosoft Visio JIRAConfluence SQL (Preferred) Tableau (Preferred) Methodologies Agile Scrum Waterfall SDLCBusiness Process Improvement Key Competencies Analytical Thinking Business Acumen Customer-Centric Mindset Strategic Thinking Problem Solving Communication Skills Stakeholder Management Attention to Detail Collaboration Decision Making Time Management Results Orientation