Senior Business Analyst

Job Description

WeInvest helps institutions deliver full-suite regionally-compliant digital wealth services and investment experiences to their customers at scale and with positive unit economics through a unique business model.WeInvest is Asias leading and proven digital wealth service provider. Operational since 2015, we are headquartered in Singapore, with a growing presence in Dubai, Thailand, Malaysia, Indonesia, India, Hong Kong and China.Our end-to-end Digital Wealth Platform offers solutions to Banks & other financial institutions. The plug and play online platform is used by Banks to offer more online investment options to their retail customer base and strengthen the proposition for HNIs and Private Banking clientele.WeInvest provides an end-to-end Digital Wealth Management Platform through our four product lines:GROWWEALTH - WeInvest Robo-advisor, Asias first B2B2C Robo-advisory platform. It is a completely online user experience to invest in goals that support multiple asset classes, currencies, theme-based investing & brokers/custodians.ADVISEWEALTH - RM enabled Robo-Advisory for affluent clients. It is a tool that enables Relationship Managers to get a holistic view of their portfolio and precision-service their clients. It enhances RM productivity and offers a superior user experience while reducing operational cost.TRACKWEALTH - South East Asias first AUTOMATED Aggregation solution. It automatically Aggregates accounts across banks, brokerages, wealth portfolios for emerging affluents to HNIs. It gives a bank/institution enormous data intelligence to be able to service and cross-sell more effectively & efficiently.STRATEGY MARKETPLACE - Our Marketplace offers a suite of pre-tested and validated portfolios from some of the most trusted and renowned global investment managers. The service allows for a plug-and-play capability for banks and financial institutions to leverage the most effective strategies that address the varied investment needs of their client groups.You will drive strategy and vision for the platform and oversee the development and management of product roadmaps based on that strategy. You will play a key role in business planning, geographic expansion, product marketing, technology management and customer experience. You will show hustle, take ownership and help foster a high-energy, high-performance culture. This position is based out of Singapore / Bangalore.Key responsibilities for this role include: Take up complete ownership of the project end to end and deliver by fulfilling all stakeholder expectations with successful deliveries.Maintain responsibility for developing solution strategies and making recommendations to seniorlevel agency management.Handle Client Senior Management (SVP/Director Level) to drive them to common agenda during discussions and manage client expectations.Anticipate operational and tactical risks. Ability to prioritize during changes and conflicts and tracks them.Ability to analyze clients needs and business impacts and systems functionality for software development life cycle.Clarify, identify, and track requirements and issues, remove barriers, resolve minor project issues and escalate to immediate manager where required.Serve as a consultant to customers, providing insight on product features and benefits.Act as the team subject matter expert and coordinates with Clients, when additional external information is required.Impart training in relevant product/business areas.Run sprints and all the related ceremonies (daily stand-ups, sprint retrospectives, etc.).The ideal candidate will have: Good domain knowledge in Financial industry, specifically in the Wealth Management space.Expert in end to end product flow for at least 2 markets (covering Front/Middle/Back Office, Compliance, Tax and Risk).Have worked with Financial Market Regulators on introducing new financial products in at least two markets in Asia.Strong technical skills coupled with business intelligence and a deep understanding of customer needs to be transformed into application and operational requirementsAbility to run requirement gathering sessions, one-on-one, or in a workshop setting.Ability to document requirements in User Story format.Agile project management.Excellent communication skills.Flexible on working hours and weekend/ extended support as per project.Self-starter who is able to bring a complete ownership attitude to the table.Able to work and perform in highly competitive environment.Extremely detail oriented and organized.Should be able to work well under pressure and comfortable with change and complexity in dynamic environments.Can shift readily between the big picture and the small-but-crucial details, knowing when to concentrate on each.Willing to travel (30 PERCENT -50 PERCENT )

Keyskills :
advisor portfolio private banking wealth management wealth agency management risk