SVP, Wealth Business Analyst, Wealth Management Technology, Group Technology

Job Purpose:

As an SVP, Wealth Business Analyst within the Wealth Management Technology unit, you will be a crucial link between business strategy and technological execution. You will be responsible for revolutionizing the DBS Wealth Platform across the complete wealth spectrum, from Retail to Private Banking. This role demands a blend of deep wealth management expertise, strong analytical capabilities, and a keen understanding of technology to drive the strategic use of technology, data, and artificial intelligence to unlock the full potential of our wealth business.

You will provide subject matter expertise for the implementation and support of wealth management applications and functions, ensuring that technical solutions align with business objectives and enhance the client and advisor experience.

Key Responsibilities:

• Strategic Analysis & Requirements Definition:
  • Act as a Subject Matter Expert (SME) in wealth management, providing in-depth knowledge to interact with, solicit requirements from, and advise business users on the best solutions.
  • Lead the analysis of complex business processes, identifying gaps and recommending improvements to enhance efficiency and accuracy within Wealth Management.
  • Drive requirement elicitation and analysis for new projects, working closely with global business users and product development teams to define their needs.
  • Translate business needs into actionable development tasks, providing continuous support and clarification to development and QA teams throughout the software development lifecycle.
  • Gather, document, and secure sign-off on comprehensive business, functional, and technical requirement documents to ensure clarity and alignment across teams.
  • Collaborate with business stakeholders on solution requirements, including mapping business processes and establishing project scope and goals.
  • Propose alternate solutions to meet or improve desired objectives based on best practices and industry solutions and influence desired outcomes.

• Solution Delivery & Implementation:
  • Bridge the communication between the development team and business stakeholders, clearly explaining requirements from both functional and technical perspectives.
  • Work collaboratively with cross-functional team members, including project management, developers, QA, and product management, to deliver impactful tools and solutions for financial advisors and clients.
  • Provide clarity in business requirements to enable developers to provision estimates and represent stakeholders to prioritize business needs.
  • Perform end-to-end technical impact analysis and lead requirement gathering with business users.
  • Effectively translate user stories/pain points into technical specification details and collaborate with various development teams to produce high-quality deliverables.
  • Support user acceptance testing (UAT) and post-implementation phases, verifying that user requirements are achievable and met.
  • Review test cases and help resolve requirement/implementation issues during the testing phase.
  • Perform Proof of Concept (POC) before project inception.

• Stakeholder Engagement & Communication:
  • Act as the primary liaison between business users and technologists, ensuring information is exchanged in a concise, logical, and understandable way.
  • Communicate critical updates and coordinate dependencies with representatives from upstream and downstream systems to ensure seamless integration.
  • Facilitate conflict resolution and influence business and technical stakeholders towards common objectives.
  • Foster strong relationships with internal stakeholders and external partners.

• Process Improvement & Innovation:
  • Proactively identify issues and adapt to changes in the market or Wealth Management to recommend process improvements.
  • Engage with business and project teams to define and drive closure on efficiency projects within agreed timelines.
  • Contribute to the evolution of sophisticated wealth management platforms, leveraging complex models and intricate business logic.

Required Skills and Qualifications:

• Bachelor's degree in Business, Finance, Computer Science, or a related field.
• Minimum of 10-12 years of experience as a Business Analyst or in a similar role within the financial services industry, with a strong focus on Wealth Management.
• Proven expertise in wealth management products, services, and regulatory requirements.
• Strong understanding of investment products, managed accounts, financial planning processes, and advisory solutions.
• Demonstrable experience in gathering and documenting detailed business requirements, translating them into technical specifications, and supporting the full software development lifecycle.
• Extensive experience with system analysis and design, including identifying areas for improvement and proposing system enhancements.
• Solid understanding of technology and its application in wealth management, including data, AI, and digital platforms.
• Strong analytical, problem-solving, and critical thinking skills, with the ability to analyze complex data and create clear mock-ups and diagrams.
• Excellent written and verbal communication skills, with the ability to effectively communicate with both technical and non-technical stakeholders.
• Proven ability to work independently, assimilate new information, form conclusions, and clearly communicate ideas and solutions.
• Experience in facilitating discussions and workshops with key business partners, ensuring productive dialogue and influencing critical decisions.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Experience with Agile methodologies is preferred.
• Knowledge of SQL and relational databases is an advantage

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