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Protiviti

Posted 27 Aug 2026

Business Analyst - Wealth Management

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Employment
Full time
Team
Data Science & Analytics
Posted
27 Aug 2026

About the role

Requirements:

  • Strong understanding of Wealth Management customer journeys and end-to-end wealth sales processes.
  • Experience working with Relationship Manager (RM) functionalities, workflows, and business processes.
  • Proven experience in digital transformation initiatives, with a focus on mobile and digital customer journeys.
  • Understanding of the end-to-end mobile application delivery and release lifecycle.
  • Hands-on experience collaborating with UX/UI teams and reviewing designs using Figma.
  • Strong Business Analysis skills, including requirements gathering, user story creation, process mapping, stakeholder management, and UAT support.
  • Must have hands-on experience working in Agile delivery environments.
  • Experience participating in PI Planning and other Agile ceremonies.
  • Proficiency in Jira and Confluence is mandatory.
  • Excellent communication and stakeholder management skills.


Preferred Domain Experience:

  • Wealth Management (Highly Preferred).
  • Banking / Financial Services.

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