Wealth Management BA: 12-Month Contract

Anton Murray Consulting; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

Anton Murray Consulting seeks a Wealth Management Business Analyst for a 12-month contract in Sydney. The role focuses on enhancing client experience and driving profitable growth within Wealth Management, collaborating with Sales, Private Wealth Advisers and Client Service Managers to deliver data-driven initiatives.

The ideal candidate will have prior wealth management operations experience, strong stakeholder engagement, and demonstrated ability to manage risks and change across multiple

Qualifications

• 3–6 years’ relevant working experience in the Private Banking or Wealth Management industry.
• Expertise in Private Banking or Wealth Management.
• Experience in project management / Business Analysis.
• Experience in risk management and uplifting risk controls.
• Undergraduate degree.

Responsibilities

• Project management: Manage and deliver projects meeting agreed timelines and outcomes
• Data Management and Analytics: Extract and analyse client data as required
• Sales Support: Develop sales tools/materials and support Private Weath Advisers and Client Service Managers with client queries and complaints
• Process improvement: Enhance and optimise operational processes
• Change management: Develop change management materials to support the embedment and adoption of change initiatives, including projects managed by the broader projects team
• Risk management: Identify issues, risks and benefits of existing and proposed solutions and outlining business impacts. Pro-actively identify business risk and develop controls to mitigate risks
• Documentation: Gather, validate and document business processes and procedures, as required.

Skills

Stakeholder engagement

Attention to detail

Risk management

Verbal communication

Time management

Problem solving

Logical reasoning

Analytical skills

Data analytics

MS Excel

MS PowerPoint

Education

Undergraduate degree

Tools

MS Excel

MS PowerPoint

Job description

Anton Murray Consulting seeks a Wealth Management Business Analyst for a 12-month contract in Sydney. The role focuses on enhancing client experience and driving profitable growth within Wealth Management, collaborating with Sales, Private Wealth Advisers and Client Service Managers to deliver data-driven initiatives.

The ideal candidate will have prior wealth management operations experience, strong stakeholder engagement, and demonstrated ability to manage risks and change across multiple