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Digital Business Analyst - Private Wealth Management


28 March 2024

Hong Kong

Our client is a leading major company in the Private Wealth Management sector, providing personalized financial services to high-net-worth individuals and families. As part of the commitment to embracing digital transformation within the industry, they are seeking a skilled Digital Business Analyst to join the dynamic team. The incumbent will play a crucial role in analyzing business processes, identifying opportunities for improvement, and collaborating with stakeholders to drive digital initiatives that enhance the client experience and streamline operations.


Key Responsibilities:

  • Collaborate with key stakeholders to understand business needs, gather requirements, and transform them into well-defined digital solutions.

  • Conduct in-depth analysis of current business processes, systems, and data to identify opportunities for optimization and automation.

  • Develop business cases, project plans, and requirements documentation to support the implementation of digital solutions.

  • Engage with cross-functional teams to ensure alignment between business objectives and technical capabilities throughout the project lifecycle.

  • Leverage data analytics and visualization tools to uncover insights that drive informed decision-making and continuous improvement.

  • Work closely with IT teams to translate business requirements into technical specifications and ensure successful solution delivery.

  • Conduct user acceptance testing and facilitate training sessions to ensure smooth adoption of digital tools and processes.

  • Monitor key performance indicators and conduct post-implementation reviews to assess the impact of digital initiatives and drive ongoing enhancements.

  • Stay abreast of industry trends, best practices, and regulatory requirements to inform digital strategy and roadmap development.



  • Bachelor's degree in Business Administration, Finance, Information Technology, or a related field.

  • 5+ years of experience in business analysis, preferably within the financial services or wealth management industry.

  • Strong knowledge of digital technologies, including data analytics, CRM systems, and workflow automation tools.

  • Proven ability to communicate effectively with various stakeholders, from business users to technical teams.

  • Analytical mindset with a keen eye for detail and problem-solving skills.

  • Project management experience is a plus.

  • Relevant certifications (e.g., CBAP, PMP) are desirable


If this outstanding opportunity sounds like your next career move, please submit through "Apply Now" or send your resume in Word format to Danny Kwan at and put Digital Business Analyst - Private Wealth Management in the subject header.

Data provided is for recruitment purposes only.

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