| Business Analyst with Wealth Management Experience || Chicago, IL (Hybrid) // Need Local to Illinois at Chicago, Illinois, USA |
| Email: [email protected] |
| Hi, Hope you are doing great Business Analyst with Wealth Management Experience Chicago, IL (hybrid, 2 days/week) Need Local candidates Long Term Job Description : We are seeking a highly skilled Business Analyst with a strong background in wealth management to join our team. In this role, you will be responsible for analyzing business processes, identifying areas for improvement, and developing strategies to enhance our wealth management services. Key Responsibilities: 1. Conduct in-depth analysis of current wealth management processes and procedures. 2. Collaborate with stakeholders to gather requirements and understand business needs. 3. Develop and maintain detailed documentation of business processes, requirements, and specifications. 4. Identify opportunities to streamline operations, improve efficiency, and enhance the client experience. 5. Utilize data analysis techniques to identify trends, patterns, and opportunities for optimization. 6. Work closely with cross-functional teams to implement process improvements and new initiatives. 7. Monitor key performance indicators (KPIs) and provide regular reports to management on the performance of wealth management operations. 8. Stay informed about industry trends, regulatory changes, and best practices in wealth management. 9. Provide training and support to team members on new processes and systems. 10. Act as a liaison between business stakeholders and technical teams to ensure successful implementation of solutions. Qualifications: 1. Bachelor"s degree in business, finance, economics, or related field. Advanced degree or certification in finance or business analysis preferred. 2. Proven experience as a Business Analyst in the wealth management industry. 3. Strong understanding of wealth management processes, products, and services. 4. Proficiency in data analysis tools and techniques. 5. Excellent communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels. 6. Detail-oriented with strong analytical and problem-solving abilities. 7. Ability to work independently and manage multiple projects simultaneously. 8. Knowledge of regulatory requirements and compliance standards relevant to wealth management. 9. Experience with project management methodologies is a plus. 10. Strong organizational skills and ability to prioritize tasks effectively. If you meet the qualifications and are looking to utilize your expertise in wealth management to drive business success, we encourage you to apply for this exciting opportunity. Anuj Kaushik [email protected] SwankTek, Inc | An E-Verified Firm 510 Franklin Avenue, Suite 6,7 & 8 Nutley, NJ 07110 |www.swanktek.com Keywords: Illinois New Jersey |
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| Fri Mar 08 02:36:00 UTC 2024 |