At a Glance
- Tasks: Manage projects, enhance client experience, and analyse data to drive business growth.
- Company: Leading international wealth management firm with a focus on innovation.
- Benefits: Competitive day rate of $500 plus super and potential for contract extension.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: 2-4 years experience in business analysis within financial services.
The predicted salary is between 63000 - 77000 $ per year.
Leading International Wealth Management firm seeking a Junior Business Analyst for an initial 12 month contract with the view to extend. The ideal profile will have 2 – 4 years Business Analysis / Projects experience within the Wealth Management, Private Banking or similar industries. Maximum day rate available will be $500 per day + super.
This Business Analyst role will be accountable for delivering initiatives to help enhance client experience and drive profitable business growth. The ideal candidate is an individual that has experience in both delivering projects and working inside a wealth management business.
Key Responsibilities:
- Project management: Manage and deliver projects meeting agreed timelines and outcomes. Understanding of Project Governance fundamentals.
- Sales Governance: Develop procedures and controls to ensure Sales Guidelines are embedded.
- Process improvement and sales support: Enhance and optimise operational processes. Develop sales tools to support Financial Advisers and Client Service Managers.
- Change management: Develop change management materials to support the embedment and adoption of change initiatives, including projects delivered by the broader Change The Bank team.
- Data Management and Analytics: Extract and analyse client data as required.
- Risk management: Identify issues, risks and benefits of existing and proposed solutions and outlining business impacts. Pro-actively identify business risk and develop controls to mitigate risks.
- Documentation: Gather, validate and document business processes and procedures, as required.
Desired Qualifications / Experience:
- 2 – 4 years plus relevant working experience in the financial services industry – ideally Private Banking or Wealth Management.
- Experience in project management.
- Advanced MS Excel and MS PowerPoint skills.
- Strong stakeholder engagement and relationship management skills, with a demonstrated ability to work with varying external and internal stakeholders.
- Strong interpersonal skills and a high level of attention to detail.
- Excellent verbal, written communication and presentation skills to audiences of varying seniority.
- Strong time management and prioritization skills. Ability to keep multiple teams on track to deliver projects to time, budget and required standards.
- Exceptional problem-solving skills with the ability to untangle complex issues.
- Strong logical reasoning and creative thinking skills.
- Analytical skills to help identify anomalies, trends and potential risks and issues; data savvy.
Junior Wealth Management Analyst: Projects & Data in Sydney employer: Anton Murray Consulting
Join a leading global wealth management firm in Melbourne, where you will thrive in a dynamic work culture that values collaboration and innovation. As a Client Reporting Associate, you'll benefit from competitive remuneration, opportunities for professional growth, and the chance to make a meaningful impact on high-net-worth clients' financial journeys. With a strong focus on employee development and a commitment to excellence, this role offers a rewarding experience in a supportive environment.
