V
Architect
Job Description
Education & Experience Requirements
- Bachelor's degree, preferably with a major in Banking, Finance, Economics, Business Administration, Information
- Minimum 7 years of relevant experience in Wealth Management, Affluent Banking, Retail Banking, Investments,
- Experience supporting wealth management, investment advisory, digital wealth, client proposition, or customer journey initiatives is preferred.
- Practical experience in requirements gathering, process mapping, stakeholder workshops, data analysis, performance reporting, and implementation support.
- Relevant professional qualifications in business analysis, project management, investments, wealth management, or data analytics are advantageous.
- Excellent oral and written communication skills, including report writing, in English.
- Good interpersonal, workshop facilitation, presentation, and stakeholder coordination skills.
- Strong understanding of affluent banking, wealth management, investment products, portfolio advisory, and wealth lending concepts.
- Strong business analysis skills, including requirements gathering (BRS/BRD), user stories, process mapping, gap analysis, business documentation, and solution validation.
- Strong analytical skills with the ability to interpret client, portfolio, financial, operational, and performance data.
- Experience in client analytics, segmentation, persona development, and customer journey analysis.
- Knowledge of digital wealth platforms, investment onboarding, advisory, execution, portfolio monitoring, and servicing journeys.
- Ability to develop clear dashboards, management reports, presentations, business cases, and implementation documentation.
- Understanding of relevant laws, regulations, suitability requirements, conduct standards, data protection requirements, and banking practices.
- Ability to make sound recommendations and follow through with assigned initiatives and deliverables.
- Strong planning, organising, analytical, problem-solving, and prioritisation capabilities.
- Results-oriented approach with the ability to manage multiple interdependent deliverables.
More Info
Key Skills
Investment Onboarding
Banking Transformation
Data Protection Requirements
Implementation Support
Persona Development
Affluent Banking
Customer Journey Analysis
Conduct Standards
Management Reports
Client Analytics
Portfolio Monitoring
Advisory Execution
Servicing Journeys
Digital Wealth Platforms
