Business analyst in wealth management

Shape the next generation of digital wealth management and advisory platforms—from business analysis to successful implementation. As a Senior Business Analyst, you will work on strategic transformation programs in Private Banking, Wealth Management, and the securities business. You will support the design and launch of modern advisory platforms, digital investment journeys, and portfolio management solutions, and guide implementation from requirements analysis through go-live. In this role, you combine strong business analysis skills with deep expertise in Wealth Management, Investment Advisory, and the securities business, as well as experience with platforms such as Aladdin Wealth.

• Analyze and optimize end-to-end advisory, portfolio, and investment processes
• Translate business requirements into Business Requirements, BRDs, user stories, and functional concepts
• Design solutions in the areas of Advisory Offering & Pricing, Suitability, Portfolio Construction, Execution, and Reporting
• Define business requirements for advisory platforms, Aladdin Wealth, investment platforms, and securities processes
• Support platform configuration, integration design, vendor management, and MVP implementation
• Work closely with Business, IT, Architecture, and Operations during design, implementation, testing, and rollout

• Several years of experience as a Business Analyst in Wealth Management, Private Banking, or the Capital Markets environment
• Sound understanding of Investment Advisory, the securities business, Portfolio Management, and digital wealth platforms
• Experience with Aladdin Wealth or comparable advisory and investment platforms
• Knowledge of Suitability, Portfolio Construction, Order Management, and the Investment Lifecycle
• Experience translating business requirements into functional and technical specifications
• A structured, analytical approach to work, as well as strong communication and stakeholder management skills
• Fluent German and English
• Будет плюсом: Experience with Digital Advisory and Discretionary Portfolio Management (DPM); Knowledge of regulatory requirements (e.g., MiFID II, Suitability, Investment Advisory); Experience with agile delivery methods; Experience in international transformation programs and working with software vendors

• Work on impactful projects for leading financial institutions
• A collaborative, flat, and entrepreneurial company culture
• Ongoing training and certification opportunities
• Contribute to the future of digital financial services
• Shape the digital transformation of the financial sector
• Flexible work arrangements and hybrid work possible depending on project assignment
• Comprehensive onboarding and your personal coach and buddy
• Ongoing feedback and training opportunities (e.g., through internal training and Udemy Business)
• Regular health checks and mental health courses
• A dynamic, international environment with diverse development opportunities