Job Description

Wealth Management Business Analyst (12-month contract)

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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.

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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.

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The ideal candidate is an individual that has experience in both projects and wealth management operations.

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Key Responsibilities

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- Project management: Manage and deliver projects meeting agreed timelines and outcomes
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- Data Management and Analytics: Extract and analyse client data as required
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- Sales Support: Develop sales tools/materials and support Private Weath Advisers and Client Service Managers with client queries and complaints
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- Process improvement: Enhance and optimise operational processes
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- Change management: Develop change management materials to support the embedment and adoption of change initiatives, including projects managed by the broader projects team
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- 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
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- Documentation: Gather,



validate and document business processes and procedures, as required.
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Key Competencies / Skills

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- Strong stakeholder engagement and relationship management skills, with a demonstrated ability to work with varying external and internal stakeholders
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- Robust interpersonal skills and a high level of attention to detail
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- Strong risk management
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- Excellent verbal, written communication and presentation skills to audiences of varying seniority
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- Strong time management and prioritization skills. Ability to keep multiple teams on track to deliver projects to time, budget and required standards
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- Exceptional problem-solving skills with the ability to untangle complex issues
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- Strong logical reasoning and creative thinking skills
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- Quantitative aptitude
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- Analytical skills to help identify anomalies, trends and potential risks and issues; data savvy
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- Advanced MS Excel and MS PowerPoint skills
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Qualifications / Experience

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- Undergraduate degree
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- 3 – 6 years' relevant working experience in the Private Banking or Wealth Management industry
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- Expertise in Private Banking or Wealth Management
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- Experience in project management / Business Analysis
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- Experience in risk management and uplifting risk controls
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Due to the high amount of applications, only shortlisted candidates with relevant wealth management experience will be contacted.

📌 Wealth Management Business Analyst (12-month contract) (New South Wales)
🏢 Anton Murray Consulting
📍 New South Wales