Wealth Management Business Analyst

Job Description

Responsible for the management and oversight of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes.

Provides technical, industry, process, and trouble-shooting support for products or accounts to a team of operation Specialists within their own unit/discipline.

Primary focus is on day-to-day deliverables, developing solutions based upon subject expertise, occasionally representing the department at a broader level; may also contribute to strategic planning within area of expertise.

Accountable for the completion of daily processing activities.

Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution.

Responsibilities have various levels of risk correlating to the type and size of account or product.

May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise.

Preferred skills/Experience

Good understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients

Good Techno Functional experience.

Working experience in Agile environment

Working experience in backlog, Demand Management.

Ability to multitask and meet established deadlines in a dynamic work environment

Demonstrated analytical, problem-solving, decision-making, and organizational skills

Effective customer relations, interpersonal, and verbal and written communication skills

Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Bachelor's degree, or equivalent work experience OR Associate's degree and four or more years of relevant experience