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Digital Technology Business Analyst – Wealth Management

BA/PM/QA

3 June 2025

Hong Kong

We are seeking a dynamic and proactive Digital Technology Business Analyst to join our client's Wealth Management team. In this role, you will bridge the gap between business needs and innovative digital technology solutions. You will delve into complex business processes, identify opportunities for system enhancements, and work closely with both IT and wealth management stakeholders. If you’re passionate about digital transformation and have a strong grasp of agile methodologies combined with deep financial services insights, this opportunity is for you.

 

Key Responsibilities:

  • Engage with wealth management business users, product owners, and technology teams to gather, document, and analyze requirements.

  • Create detailed user stories, process flows, and data models that translate business needs into technical specifications.

  • Identify opportunities to streamline digital processes that enhance customer engagement and operational efficiencies.

  • Leverage industry trends and new technologies to propose innovative solutions tailored for wealth management.

  • Actively participate in agile ceremonies (such as sprint planning, backlog grooming, and daily stand-ups) to ensure the team is aligned with business objectives.

  • Work collaboratively with cross-functional teams to monitor progress and adjust priorities as needed.

  • Manage projects through the development lifecycle, ensuring timely delivery and adherence to quality standards.

  • Liaise with IT, business operations, and external vendors to resolve queries, test systems, and drive continuous process improvement.

  • Support functional testing, including developing test cases and validating system enhancements to meet user requirements.

 

Required Qualifications and Experience:

  • Around 5 years of business analysis experience, with a strong focus on digital transformation projects.

  • Proven background working in or with wealth management or financial services, showcasing a clear understanding of the industry’s regulatory and operational nuances.

  • Hands-on experience using agile methodologies and digital tools for business process analysis and project management.

  • Proficiency with requirements gathering, user story development, and process modeling.

  • A Bachelor’s degree in Business, Technology, Finance, or a related field.

  • Exceptional interpersonal skills with the ability to communicate complex ideas clearly and effectively.

  • Strong analytical and problem-solving capabilities with attention to detail.

 

Preferred Qualifications:

  • Experience with digital platforms designed to enhance customer experiences in wealth management.

  • Familiarity with data analytics and visualization tools to help drive decision-making.

  • A track record of successfully managing multiple stakeholder interests in high-pressure environments.

 

If this outstanding opportunity sounds like your next career move, please submit through "Apply Now" or send your resume in Word format to Cherise Wong at resume@pinpointasia.com and put Digital Technology Business Analyst – Wealth Management in the subject header.

 

Data provided is for recruitment purposes only.

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