Job Title

1. Analysis and Strategy o Analyze current processes and recommend improvements and better strategies. o Conduct market and competitor research to identify trends in wealth management. 2. Requirement Gathering o Collaborate with stakeholders to identify business needs, challenges, and opportunities. o Document detailed business requirements, user stories, and process workflows. 3. IT System Development and Integration o Communication with the IT Team based on the Business document prepared for explaining business requirements related to wealth management platforms, including CRM Systems, Back Office, Portfolio Management Tools and Client Reporting Systems. Support the implementation of digital tools for financial planning and wealth advisory services. 4. Project Management Support o Assist in project planning, tracking, and reporting progress. o Ensure projects are delivered on time and meet business expectations. 5. Stakeholder Communication o Prepare and present reports, strategic recommendations and dashboards to management. 6. Testing and Validation o Support quality assurance teams by validating solutions to meet business needs. o Perform user acceptance testing (UAT) and gather feedback for further improvement. 7. Compliance and Security o Ensure IT systems comply with financial regulations and industry standards. o Work with security teams to safeguard client data and ensure system resilience.