We are seeking an accomplished Senior Business Analyst with deep domain expertise in Wealth Management to support multiple ongoing initiatives for our client in Dubai. The ideal candidate will bring strong client-facing capabilities, hands-on experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) product lines, and a proven track record of managing requirements across concurrent projects.
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Key Responsibilities
- Engage directly with business stakeholders, relationship managers, product owners, and technology teams to gather, analyze, and translate business requirements into clear functional specifications.
- Lead requirement workshops, discovery sessions, and system walkthroughs for wealth management products, including investment advisory, portfolio management, structured products, mutual funds, treasury, and alternative investments.
- Manage multiple projects simultaneously, ensuring alignment of delivery milestones, dependencies, and client expectations.
- Drive end-to-end requirements lifecycle: requirement documentation, BRDs, FRDs, user stories, acceptance criteria, gap analysis, and process mapping.
- Evaluate current-state business processes and recommend optimized target-state solutions aligned with regulatory guidelines (DFSA, CB UAE).
- Coordinate with onsite/offshore technology teams for solution design, UAT planning, test case validation, and production rollout.
- Support portfolio review processes, data lineage analysis, dashboard/reporting enhancements, and digital wealth transformation initiatives.
- Track and report progress to senior stakeholders, ensuring proactive risk identification and issue resolution.
- Build strong client relationships by serving as the primary liaison for business and technology alignment.
Requirements
- Minimum 10 years of experience as a Business Analyst in Wealth Management or Private Banking.
- Strong understanding of investment products, risk profiling, advisory processes, KYC/AML, onboarding, suitability, and portfolio monitoring workflows.
- Demonstrated ability to handle multi-project environments with tight timelines.
- Excellent client management, stakeholder communication, and requirement negotiation skills.
- Hands-on experience preparing BRDs, user stories, process flows (using BPMN tools), and functional specifications.
- Prior experience working in the Middle East (preferably Dubai) is an advantage.
- Familiarity with core banking and wealth platforms such as Temenos Wealth Suite, Avaloq, T24, Finacle Wealth, or similar.
- Strong analytical, documentation, and presentation skills.
