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Business Analyst - Private Wealth Management


16 June 2023

Hong Kong

Our client, a leading global private wealth management firm, is looking for a Business Analyst to drive their strategic project and business analysis functions. The selected candidate will be leading the next-generation wealth management solutions in the region.


  • Work with the business partners including technology, operations, and legal to collect user requirements and perform business analysis.

  • Define business requirements with the stakeholders. Perform business analysis, user story, and define the workflow. Provide recommendations on process enhancements and systems upgrades.

  • Manage end-to-end project business analysis including feasibility study, requirement analysis, UAT, and implementation support.

  • Build a strong relationship with business leaders and decision-makers. Establish user cases and solution plans in achieving the business objectives.

  • Manage system testing, UAT, implementations, and post-implementation evaluation.


  • University graduate with a Bachelor's Degree preferably in Business, Finance, IT, or other related disciplines

  • Proven experience in participating in projects across cross-functional and geographical spaces.

  • Experience in managing end-to-end business analysis with business stakeholders.

  • Prior experience with Big4 or Management consultancy is preferred.

  • Private / Retail Banking or Wealth Asset Management experience is preferred.

  • Great knowledge of the business process and change management.

  • Strong interpersonal skills with different senior stakeholders.

  • Excellent communication and interpersonal skills.

  • Fluency in verbal and written English communications is essential.

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