Wealth Management Analyst

Overview

We are looking for an experienced Business Analyst specializing in Affluent Banking, Wealth Management, Investments, or Banking Transformation to drive initiatives focused on wealth growth, increasing investment penetration, assets under management (AUM) expansion, enhancement of digital wealth platforms, and optimization of customer journey experience.

Key Responsibilities

• Examine affluent client portfolios, including AUM, deposits, investment behaviors, and client activity.
• Detect investment prospects, identify target customer segments, and explore client growth potential.
• Collect and document functional requirements related to wealth and investment products as well as advisory services.
• Facilitate relationship manager and advisory team enablement along with refining wealth management processes and service frameworks.
• Evaluate and enhance digital platforms for wealth management and streamline customer journey flows.
• Support strategic wealth transformation and banking initiatives aligned with organizational objectives.
• Collaborate effectively with teams across Wealth, Retail Banking, Investments, Product Development, Digital, Operations, and Technology.
• Create and maintain dashboards and reports tracking AUM growth, investment penetration levels, client acquisition, and relationship manager productivity.
• Conduct detailed market and competitor analyses to guide strategic planning and decision-making.

Required Qualifications & Experience

• A professional background spanning 7 to 10 years in Wealth Management, Affluent or Retail Banking, Investments, Business Analysis, Product Management, or Banking Transformation.
• Comprehensive understanding of investment products, wealth advisory services, portfolio management, AUM metrics, and affluent banking sectors.
• Proven expertise in business requirements gathering, client analytics, segmentation analysis, and designing customer journeys.
• Experience working with digital wealth platforms and participating in transformation programs.
• Excellent analytical abilities, stakeholder management, and clear communication skills.
• Fluency in both Arabic and English languages is mandatory.
• Preference given to candidates currently residing in Qatar.