Job Description
Business Analyst Process SME
Objective
- Contribute to overall WM client & frontline experience by problem solving issues and seeing solutions through for what impacts client output (portfolio performance statements) and automated suitability checks within the WM toolkit platforms (Temenos wealth suite)
Business
- Embedded within a Toolkit squads ( that are working on digital technology deliveries) as part of Wealth management - Advisory & Client engagement
- Work in an agile fashion and closely with Toolkit squads, data management teams and other teams within the bank across a range of initiatives aligned to overall Wealth Management strategy
- Propose the action plan needed to get to the outcome / resolution of an initiative/issue. Follow up and drive the various parts of the plan through to fruition, including being responsible for execution of some parts of the plan.
- Propose processes required to ensure key business outcomes are met
- No technological development or coding is required.
Key Role Specific Technical Competencies* (refer to Appendix for the proficiency levels)
Analysis
Expert
Wealth Management process knowledge
Advanced
Wealth Products knowledge
Advanced
Senior Stakeholder management
Expert
Proficiency with process mapping
Advanced
Proficiency with data mapping
Core
Agile Methodology
Core
Qualification / Requirements
- A minimum of 5 to 8 years experience in Wealth Management domain either as business analyst or a related role. (Hands-on experience is a must)
- Sound knowledge of ement products, processes and systems.
- Strong understanding of WM advisory frameworks, key risks, WM governance related matters
- Strong ability to deal with organisational complexity and stakeholder management at multiple levels spanning group, regions and country
- Strong record of execution abilities and taking ownership for deliverables
- Exceptional analytical and conceptual thinking skills
- Strong stakeholder management skills with the ability to influence stakeholders and work closely with them to determine acceptable solutions.
- Proactive and self-motivated team player who is able to drive deliverables and ensuring timely completion of assignments
- Strong verbal and written communication skills to converse and collaborate.
- Exposure to Temenos Wealth suite or any other front end wealth platforms
Appendix - Proficiency Levels for the Role Specific Technical Competencies
The proficiency level for Competencies is based on definitions table shown below:
Proficiency Levels:
Core
Advanced
Expert
Complexity
Understands the core concepts, principles, processes or procedures
Broad and/or deep understanding of the more sophisticated or specialized aspects
Broad and/or deep understanding of the more sophisticated or specialized aspects
Experience / situation
Experience applying this in typical situations on the job
Experience applying this in the full range of typical situations and some more complex contexts
Experience applying this in varied, complex and unusual contexts
In this role you need to know how to.
Typical wording
Apply
Use
Confirm
Create
Advise
Guide
Coach
Set strategy, policy, standards
Define best practice
Provide expert guidance to others
Employement Category:
Employement Type: Full time
Industry: IT - Software
Role Category: Application Programming / Maintenance
Functional Area: Not Applicable
Role/Responsibilies: Business Analyst
Contact Details:
Company: H&b Hr Solutions
Location(s): Bengaluru
Keyskills:
agile
business analysis
ba wealth