Sydney
Wealth Management
Contract or Temporary
Our client is a leading global wealth management firm seeking an individual that has prior wealth management operations experience to join their team working on a client experience project as a Business Analyst for an initial 12m contract role.
Working within the Wealth Management sales and marketing function the Business Analyst role will be accountable for delivering initiatives to help enhance client experience and drive profitable business growth.
The ideal candidate is an individual that has experience in both projects and wealth management operations.
Key Responsibilities
• Project management: Manage and deliver projects meeting agreed timelines and outcomes
• Data Management and Analytics: Extract and analyse client data as required
• Sales Support: Develop sales tools/materials and support Private Weath Advisers and Client Service Managers with client queries and complaints
• Process improvement: Enhance and optimise operational processes
• Change management: Develop change management materials to support the embedment and adoption of change initiatives, including projects managed by the broader projects team
• Risk management: Identify issues, risks and benefits of existing and proposed solutions and outlining business impacts. Pro-actively identify business risk and develop controls to mitigate risks
• Documentation: Gather, validate and document business processes and procedures, as required.
Key Competencies / Skills
• Strong stakeholder engagement and relationship management skills, with a demonstrated ability to work with varying external and internal stakeholders
• Strong interpersonal skills and a high level of attention to detail
• Strong risk management
• Excellent verbal, written communication and presentation skills to audiences of varying seniority
• Strong time management and prioritization skills. Ability to keep multiple teams on track to deliver projects to time, budget and required standards
• Exceptional problem-solving skills with the ability to untangle complex issues
• Strong logical reasoning and creative thinking skills
• Quantitative aptitude
• Analytical skills to help identify anomalies, trends and potential risks and issues; data savvy
• Advanced MS Excel and MS PowerPoint skills
Qualifications / Experience
• Undergraduate degree
• 3 – 6 years’ relevant working experience in the Private Banking or Wealth Management industry
• Expertise in Private Banking or Wealth Management
• Experience in project management / Business Analysis
• Experience in risk management and uplifting risk controls
Due to the high amount of applications, only shortlisted candidates with relevant wealth management experience will be contacted.
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