Wealth Management Business Analyst (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

Wealth Management Business Analyst (12-month contract)

Our client is a leading global wealth management firm seeking an individual that has prior wealth management operations experience to join their team working on a client experience project as a Business Analyst for an initial 12m contract role.

Working within the Wealth Management sales and marketing function the Business Analyst role will be accountable for delivering initiatives to help enhance client experience and drive profitable business growth.

The ideal candidate is an individual that has experience in both projects and wealth management operations.

Key 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.

Key Competencies / Skills

• Strong stakeholder engagement and relationship management skills, with a demonstrated ability to work with varying external and internal stakeholders
• Strong interpersonal skills and a high level of attention to detail
• Strong risk management
• Excellent verbal, written communication and presentation skills to audiences of varying seniority
• Strong time management and prioritization skills. Ability to keep multiple teams on track to deliver projects to time, budget and required standards
• Exceptional problem-solving skills with the ability to untangle complex issues
• Strong logical reasoning and creative thinking skills
• Quantitative aptitude
• Analytical skills to help identify anomalies, trends and potential risks and issues; data savvy
• Advanced MS Excel and MS PowerPoint skills

Qualifications / Experience

• Undergraduate degree
• 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

Due to the high amount of applications, only shortlisted candidates with relevant wealth management experience will be contacted.