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Business Analyst - Wealth Management

icon building Company : Ambition
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Job Description - Business Analyst - Wealth Management

Business Analyst - Wealth Management



Our client is looking for a BA to support end‑to‑end delivery of client‑facing mobile and web applications for retail and professional investors. The role covers requirement definition, project coordination, and support for technical solution design and rollout in a fast‑moving wealth management environment.​



Key Responsibilities

  • Contribute to application strategy and high‑level roadmaps for wealth management products.​
  • Assist with user demand analysis, light market research, and competitor review to refine features and user journeys.​
  • Draft and maintain product documentation, including requirements, simple PRDs, and prototypes for core business areas.​
  • Help monitor post‑launch metrics and user feedback, and join enhancement and optimisation discussions.​
  • Support project planning, including scope overview, timelines, and resource coordination.​
  • Coordinate with cross‑functional stakeholders to follow up on tasks, track status, and flag issues or risks.​
  • Work with developers and architects to review proposed solutions, clarify requirements, and support testing activities (UAT, basic QA checks).​


Requirements

  • Bachelor's degree in Computer Science, Finance, Economics, or a related discipline; relevant certifications are an advantage.​
  • Around 2-5 years' technology delivery experience, ideally within securities, trading, or wealth management.​
  • Ability to prepare structured documents, workflows, and simple interactive mockups using standard tools (e.g. Visio, Axure, Mockplus).​
  • Working knowledge of at least one major mobile or web development stack (e.g. Java/Kotlin, Swift/Objective‑C, JavaScript/TypeScript).​
  • Strong analytical mindset, good understanding of financial markets or trading concepts, and willingness to learn new business rules and regulations.​
  • Solid communication and coordination skills, proactive attitude, and ability to work with multiple teams; Mandarin is required for some interactions.
  • Good command of written and spoken English, Cantonese and Putonghua.




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