BA & PM- Wealth Financial Planning

About the job

Job Description – BA - Wealth Financial Planning Strong BA with experience in Customer Risk Rating Analysis, Financial Planning, and Wealth Customer Onboarding. Prefer experience in wealth management, private banking, and regulated onboarding journeys. • Relevant experience in wealth management (8–10 years). • Strong domain knowledge of customer risk rating (KYC, AML, CDD/EDD), financial planning, and wealth client onboarding processes. • Experience in onboarding/origination journeys for wealth customers, including documentation, suitability, and account management. Digital exp preferred. • Work closely with stakeholder across Business, Risk, Compliance, Operations, and Technology teams. Strong Business Analysis skills including requirement gathering, BRD, user stories, process mapping, and Agile delivery methodologies.

Requirements

• Customer Risk Rating Analysis
• Financial Planning
• Wealth Management
• Business Analysis
• Stakeholder Engagement

Preferred Technologies

• Customer Risk Rating Analysis
• Financial Planning
• Wealth Management
• Business Analysis
• Stakeholder Engagement