Financial Services

 

Description:

A leading global wealth management organisation is seeking two Business Analysts to join their newly established Wealth Transformation team in London. The role plays a critical part in delivering high-impact, strategic, and regulatory-driven change initiatives. You will collaborate across business and technology teams to design pragmatic solutions that enhance client experience, support business growth, and improve operational efficiency. The organisation promotes flexible working, strong training programs, and a supportive culture that values teamwork, shared success, and continuous professional development.


Key Responsibilities:

  • Deliver comprehensive business analysis for transformational and essential change initiatives across the Wealth Portfolio

  • Capture, analyse, and document requirements, process flows, and solution options

  • Collaborate with business units, technology teams, and third-party partners to define practical solutions

  • Support process and systems design and assist with embedding changes into BAU operations

  • Assist with user acceptance testing, validating deliverables against requirements

  • Maintain detailed documentation adhering to compliance and governance standards

  • Provide clear communication of findings, recommendations, and status updates to stakeholders

  • Build strong relationships with stakeholders as a trusted analysis partner

  • Conduct detailed data analysis including data mapping, source evaluation, and interface documentation

  • Apply best practices in analysis, contributing to continuous improvement and project success


Qualifications:

  • Experience within Wealth Management or Asset Management (mandatory)

  • Proven business analysis experience across multiple change initiatives

  • Skilled in core BA techniques: requirements elicitation, process mapping, gap analysis, solution evaluation

  • Experience working across multidisciplinary teams within Agile or Waterfall environments

  • Strong written and verbal communication skills

  • Analytical and logical thinker with strong documentation and organisational skills

  • Experience gathering data requirements for reporting or data products

  • Undergraduate degree required

  • Professional certifications (ISEB or similar) desirable but not essential


Desired Characteristics:

  • Strong interpersonal skills and the ability to collaborate effectively across teams

  • Ability to manage competing priorities in fast-paced environments

  • High attention to detail and commitment to accuracy

  • Empathy, teamwork, and a collaborative mindset

  • Proactive, resilient, and committed to continuous improvement

  • Ability to communicate complex information clearly to diverse audiences


Additional Requirements:

  • Hybrid work model (3 days onsite in London)

  • Must have prior experience in Wealth or Asset Management environments

  • Ability to work across complex, high-impact change initiatives

  • Strong commitment to compliance, governance, and documentation standards

Organization Robert Walters
Industry Banking / Financial Services Jobs
Occupational Category Financial Services
Job Location London,UK
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2025-11-17 4:33 pm
Expires on 2026-01-01