Bachelor’s degree, preferably with a major in Banking, Finance, Economics, Business Administration, Information
Technology, Accounting, Marketing, Data Analytics, or another relevant field of study. A relevant postgraduate
qualification is advantageous.
- Minimum 7 years of relevant experience in Wealth Management, Affluent Banking, Retail Banking, Investments,
Business Analysis, Product Management, Digital Banking, or Banking Transformation, preferably within a highly
rated international or regional bank.
- Experience supporting wealth management, investment advisory, digital wealth, client proposition, or customer
journey initiatives is preferred.
- Practical experience in requirements gathering, process mapping, stakeholder workshops, data analysis,
performance reporting, and implementation support.
- Relevant professional qualifications in business analysis, project management, investments, wealth management,
or data analytics are advantageous.
Required Special Skills:
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Excellent oral and written communication skills, including report writing, in English.
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Good interpersonal, workshop facilitation, presentation, and stakeholder coordination skills.
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Strong understanding of affluent banking, wealth management, investment products, portfolio advisory, and
wealth lending concepts.
- Strong business analysis skills, including requirements gathering (BRS/BRD), user stories, process mapping, gap
analysis, business documentation, and solution validation.
- Strong analytical skills with the ability to interpret client, portfolio, financial, operational, and performance data
including experience with the required tooling (e.g., SQL, Power BI, Tableau).
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Experience in client analytics, segmentation, persona development, and customer journey analysis.
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Knowledge of digital wealth platforms, investment onboarding, advisory, execution, portfolio monitoring, and
servicing journeys.
- Ability to develop clear dashboards, management reports, presentations, business cases, and implementation
documentation.
- Understanding of relevant laws, regulations, suitability requirements, conduct standards, data protection
requirements, and banking practices.
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Ability to make sound recommendations and follow through with assigned initiatives and deliverables.
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Personal integrity, accountability, attention to detail, and effective self-management.
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Strong planning, organising, analytical, problem-solving, and prioritisation capabilities.
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Results-oriented approach with the ability to manage multiple interdependent deliverables.
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Ability to communicate effectively with all levels of management and translate complex information into clear
business insights.