Business Analyst - Wealth Financial Planning

About the job

Job Description: Business Analyst – Wealth Financial Planning - WS Investment & Managed Solutions - Location: Bangalore , chennai, pune , hyderabad - Notice Period: Immediate-90 days - L1 Interview: BA Skills + experience in Customer risk rating analysis, financial planning, Wealth customer onboarding experience. Required: - Strong BA with experience in Customer Risk Rating Analysis, Financial Planning, and Wealth Customer Onboarding. - 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. - Strong Business Analysis skills including requirement gathering, BRD, user stories, process mapping, and Agile delivery methodologies.

Requirements

• Business Analysis
• Wealth Management
• Risk Rating Analysis
• Financial Planning

Qualifications

• 8-10 years in Wealth Management

Preferred Technologies

• Business Analysis
• Wealth Management
• Risk Rating Analysis
• Financial Planning