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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