Wealth Business Analyst

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Role Title: Wealth Business Analyst

Employer: Leading Financial Services Group

Required Experience: 8+ Years

Location: Pan India

Date published: 7 August 2026

A Leading Financial Services Group is seeking a strategic Wealth Business Analyst to support its wealth transformation and digital banking practice. In this high-impact functional role, you will lead digital transformation initiatives focusing explicitly on mobile application customer journeys. Furthermore, you will bridge the gap between capital markets business headers and software engineering squads to map complex change requirements. Consequently, this position is vital for modernizing investment interfaces and driving digital customer engagement.

The Wealth Business Analyst must combine deep business analysis discipline across the full change lifecycle with solid stakeholder management capabilities. Working within fast-paced banking environments, you will analyze investment products covering Equities, Fixed Income, Funds, Alternatives, and Structured Products. Therefore, the group is looking for an adaptable analyst who aligns software deliverables with client expectations seamlessly. If you want to steer landmark wealth and digital banking transformations, this role offers an exceptional platform.

Key Responsibilities

  • Lead transformation initiatives across banking domains, focusing on digital customer journeys and mobile application channels.
  • Collaborate directly with senior executive stakeholders to define business requirements, manage scope, and ensure delivery success.
  • Provide domain insights into investment products including Equities, Fixed Income, Funds, Alternatives, and Structured Products.
  • Support business change initiatives across financial planning, wealth advisory, investments, capital markets, and AI data solutions.
  • Document, manage, and trace change requirements throughout the end-to-end software delivery lifecycle.
  • Ensure all technical and functional deliverables align strictly with organizational delivery standards and client expectations.
  • Formulate functional user stories, visual process models, and requirements blueprints to accelerate development execution.

Requirements and Qualifications

  • Bachelor’s or Master’s degree in Business Administration, Finance, Economics, Information Technology, or related streams.
  • Minimum 8 years of professional experience operating in Business Analysis, Digital Transformation, or Delivery Management.
  • Proven core experience within Banking domains, digital channel transformations, and mobile application customer journeys.
  • Demonstrated understanding of change lifecycle management, requirement gathering frameworks, and stakeholder engagement.
  • Preferred background: Exposure to investment products, financial planning platforms, advisory tools, or HSBC systems.
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