Business Analyst/ BA - Wealth Financial Planning

Hiring for Wealth Financial Planning

Business Analyst – Wealth Financial Planning - WS Investment & Managed Solutions

• Exp-8-12yrs
• Location - Remote
• Notice Period: Immediate-90 days
• BA Skills + experience in Customer risk rating analysis, financial planning, Wealth customer onboarding experience (check JD below)

Job Description – BA - Wealth Financial Planning

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, especially candidates with global exposure and prior experience in international banking institutions or cross-border financial operations

• Relevant experience in wealth management (8–10 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.