Business Analyst/ BA - Wealth Financial Planning

Subramaniam Hemamalini (Proprietor Of Live Connections)

Remote

8-12 Years

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Posted 5 days ago
Over 50 applicants

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Job Description

Hiring for Wealth Financial Planning

Business Analyst Wealth Financial Planning -WS Investment & Managed Solutions

Exp-8-12yrs
Location - Remote
Notice Period: Immediate-90 days
BA Skills + experience in Customer risk rating analysis, financial planning, Wealth customer onboarding experience (check JD below)

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, especially candidates with global exposure and prior experience in international banking institutions or cross-border financial operations

Relevant experience in wealth management (810 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.

More Info

Job Type:

Permanent Job, Work From Home

Role:

Other Roles

Function:

Others

Employment Type:

Full time

Open to candidates from:

Indian

About Company

Subramaniam Hemamalini (Proprietor Of Live Connections)

Live Connections is a search agency that specializes in finding and placing professionals across all industrial sectors. With an extensive background in recruiting, we understand the pitfalls and frustrations of recruiting high-calibre individuals. We also understand the tensions and pressures that can frustrate a professional in his or her search for the right job. With a crack team of result-oriented professionals, we help connect the job-seeker and the Employer and make a match that satisfies both.

With our extensive experience in consulting and recruiting for the emerging enterprise, Live Connections is poised to bring the best solution to both sides of hiring - the job-seeker and the Employer

(Obstacles are what you see when you take your eyes off the goal)

Job ID: 142870369