Business Analyst - Onshoring Affluent Proposition

Role Overview

This position entails a 5-year fixed-term contract supporting the bank's affluent wealth growth initiatives. The analyst will focus on evaluating client portfolios, uncovering investment opportunities, and aiding the rollout of new products, advisory services, digital tools, and enhanced customer experiences. The goal is to boost investment uptake, increase assets under management (AUM), improve client interactions, and solidify the bank's standing in the affluent banking sector.

Business Domain Exposure

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

Core Responsibilities

• Analyze affluent client portfolios, deposits, investment penetration, and client behavior trends.
• Identify promising investment opportunities and under-served client segments.
• Contribute to development of client personas and target market approaches.
• Conduct competitive benchmarking and market condition analyses.
• Assess gaps in investment products and advisory capabilities.
• Document requirements for new investment offerings and services.
• Support definition of future-state wealth propositions and service frameworks.
• Assist in enhancing relationship manager (RM) productivity, coverage, and capabilities.
• Help define training needs and advisory enablement programs.
• Support implementation of advisory and wealth management processes.
• Analyze current client journeys to identify improvement opportunities.
• Contribute to design and deployment of digital wealth platform features.
• Assist in outlining onboarding, advisory, servicing, and investment execution workflows.
• Collaborate across Wealth, Retail Banking, Investments, Product, Digital, Operations, and Technology units.
• Support delivery of strategic initiatives and transformation programs.
• Facilitate stakeholder engagement and requirements workshops.
• Create dashboards and reports to track investment penetration, AUM growth, client acquisition, and RM productivity.
• Monitor business results and support performance enhancement efforts.
• Provide analytical insights for strategic decision-making.

Candidate Profile

• 7–10 years of relevant experience in wealth management, retail banking, investments, business analysis, product management, or banking transformation.
• Preferably experienced in wealth advisory and investment-related initiatives.
• Familiarity with affluent banking and digital wealth solutions is beneficial.
• Strong knowledge of investment products, wealth advisory, and affluent banking models.
• Experience in client analytics, segmentation, and gathering business requirements.
• Understanding of customer journey design and digital platform deployment.
• Excellent analytical, stakeholder management, and problem-solving abilities.
• Proven track record supporting transformation and growth projects.