Private Wealth Management Specialist

Bachelor's degree, preferably with a major in Banking, Finance, Economics, Business Administration, Information

Technology, Accounting, Marketing, Data Analytics, or another relevant field of study. A relevant postgraduate

qualification is advantageous.

- Minimum 7 years of relevant experience in Wealth Management, Affluent Banking, Retail Banking, Investments,

Business Analysis, Product Management, Digital Banking, or Banking Transformation, preferably within a highly

rated international or regional bank.

- 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.

Required Special Skills:

- 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

including experience with the required tooling (e.g., SQL, Power BI, Tableau).

- 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.

- Personal integrity, accountability, attention to detail, and effective self-management.

- Strong planning, organising, analytical, problem-solving, and prioritisation capabilities.

- Results-oriented approach with the ability to manage multiple interdependent deliverables.

- Ability to communicate effectively with all levels of management and translate complex information into clear

business insights.