Business Analyst - Wealth Financial Planning

Greetings from Live Connections

Hiring for Business Analyst - Wealth Financial Planning

Business Analyst Wealth Financial Planning - WS Investment & Managed Solutions

• Exp- 8-12yrs
• Notice Period: Immediate-90 days
• BA Skills + experience in Customer risk rating analysis, financial planning, Wealth customer onboarding experience

Business Analyst , BA Wealth, BA Financial Planning

and Wealth Management Private Banking

Customer Risk Rating KYC AML CDD

Financial Planning

Client Onboarding Wealth Onboarding Account Opening Origination

Requirement Gathering BRD User Stories Process Mapping

Agile OR Scrum

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.

• 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.

Apply on Varalakshmi.Y@livecjobs.com

7995831110