Job Description

Role Overview:

We are seeking an AI Business Analyst to drive the identification, definition, and end-to-end implementation of AI use cases across International Wealth Management (IWM). The successful candidate will act as the bridge between wealth management stakeholders and AI delivery teams; translating business pain points into prioritized, feasible, and value generating AI solutions.

Skills, experience, qualifications and knowledge required:

Essential:

Previous experience working within Wealth Management (International/Private Banking preferred), Wholesale Banking, or Asset Management
Proven experience delivering AI or ML model implementations in financial institutions — ideally taking use cases from concept through to production adoption
Strong understanding of the International Wealth Management landscape, including advisory/discretionary models, client segments, and the front-to-back advisor workflow
Working knowledge of financial products (e.g., derivatives, structured products, funds) relevant to wealth management portfolios
Demonstrable ability to identify, frame, and prioritize AI/analytics use cases and articulate them as Use Cases and User Stories
Expertise in data lineage and data quality standards
Strength in conceptual modelling — able to see the big picture, envision solution options, and provide concise, precise, managerial answers across a wide range of business topics
Strong experience documenting BRDs and requirements artifacts
Ability to engage senior stakeholders and manage cross-functional projects across business areas, functions, and locations
Experience with Jira, Confluence, or similar delivery tooling
Ability to work under limited supervision (a self-starter) in unstructured, ambiguous environments
Intellectual strength and flexibility to rapidly understand complex problems and rationalize them into deliverable solutions
High level of drive, commitment to outcomes, and ability to perform under pressure
Familiarity with delivery methodologies, particularly Agile
Experience working with technology teams to deliver complex solutions across multiple business areas, functions, and locations

Desirable:

Business Analysis Certification (e.g., CBAP)
Familiarity with modern AI/GenAI capabilities and their practical application in wealth management (e.g., LLM-based advisor tooling, document summarization, client insights)
Awareness of AI governance and responsible-AI frameworks in a regulated financial services context
Exposure to cross-border / multi-jurisdictional wealth management operations