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- Tasks: Lead the development of a unified digital platform for Wealth Management clients.
- Company: emagine is a top-tier consultancy focused on financial services, driving innovation and results.
- Benefits: Enjoy hybrid working, ongoing training, and a supportive culture that values your growth.
- Why this job: Shape the future of client engagement while collaborating with diverse teams in a dynamic environment.
- Qualifications: 5+ years in Business Analysis, with expertise in Wealth Management and Agile frameworks.
- Other info: Join a culture of integrity and openness, committed to diversity and equal opportunity.
The predicted salary is between 42000 - 70000 £ per year.
Business Analyst – Wealth Management – (m/f/d)
Join to apply for the Business Analyst – Wealth Management – (m/f/d) role at emagine
Business Analyst – Wealth Management – (m/f/d)
Join to apply for the Business Analyst – Wealth Management – (m/f/d) role at emagine
London- Hybrid
x3 Days on-site
£600-£650
emagine is a high-end professional services consultancy and solutions firm Specialising in providing business and technology services to the financial services sector, we power progress, solve challenges and deliver real results through tailored high-end consulting services and solutions.
We have created a culture of openness and integrity by building genuine and strong relationships and partnerships, enabling us to be uncompromising in our dedication in delivering the optimal service for our clients. Our commitment is not just towards our clients but we aim to foster a positive and equitable working environment with our consultants and colleagues which stems from our core values: Confident, Dedicated, Responsible, Genuine.
We are seeking a highly skilled Business Analyst with a deep understanding of Wealth Management and digital client experiences to play a lead role in shaping the future of how clients engage through digital channels. This programme of work will be to build out a unified platform that will empower clients with enhanced self-service capabilities, richer insights, and a consistent digital experience across services.
The ideal candidate will be a strategic thinker, a detail-oriented executor, and a passionate advocate for both user needs and business goals.
- Partner with business stakeholders, product owners, and SMEs to elicit, analyse, and document business, functional, and non-functional requirements.
- Develop clear, concise artifacts such as business requirement documents, process flows, data models, and business rules.
- Ensure the consolidated portal delivers differentiated value aligned with strategic business outcomes.
- Support the ongoing development and maintenance of client/customer portals
- Coordinate with system owners to ensure minimal disruption and a phased rollout approach.
- Translate business requirements into epics, user stories, and acceptance criteria that drive the delivery roadmap.
- Ensure consistent prioritization aligned with business value, technical feasibility, and user Serve as the voice of the business and clients in cross-functional settings.
- Build trust-based relationships with client-facing teams, technology, UX/design, and compliance.
- Work closely with UX designers and researchers to ensure portal functionality aligns with client expectations.
Business Analyst – Wealth Management
London- Hybrid
x3 Days on-site
£600-£650
emagine is a high-end professional services consultancy and solutions firm Specialising in providing business and technology services to the financial services sector, we power progress, solve challenges and deliver real results through tailored high-end consulting services and solutions.
We have created a culture of openness and integrity by building genuine and strong relationships and partnerships, enabling us to be uncompromising in our dedication in delivering the optimal service for our clients. Our commitment is not just towards our clients but we aim to foster a positive and equitable working environment with our consultants and colleagues which stems from our core values: Confident, Dedicated, Responsible, Genuine.
We are seeking a highly skilled Business Analyst with a deep understanding of Wealth Management and digital client experiences to play a lead role in shaping the future of how clients engage through digital channels. This programme of work will be to build out a unified platform that will empower clients with enhanced self-service capabilities, richer insights, and a consistent digital experience across services.
The ideal candidate will be a strategic thinker, a detail-oriented executor, and a passionate advocate for both user needs and business goals.
The role:
- Partner with business stakeholders, product owners, and SMEs to elicit, analyse, and document business, functional, and non-functional requirements.
- Develop clear, concise artifacts such as business requirement documents, process flows, data models, and business rules.
- Ensure the consolidated portal delivers differentiated value aligned with strategic business outcomes.
- Support the ongoing development and maintenance of client/customer portals
- Coordinate with system owners to ensure minimal disruption and a phased rollout approach.
- Translate business requirements into epics, user stories, and acceptance criteria that drive the delivery roadmap.
- Ensure consistent prioritization aligned with business value, technical feasibility, and user Serve as the voice of the business and clients in cross-functional settings.
- Build trust-based relationships with client-facing teams, technology, UX/design, and compliance.
- Work closely with UX designers and researchers to ensure portal functionality aligns with client expectations.
Key Skills and Experience:
To succeed in this role you will need:
- 5+ years of Business Analysis experience, with a minimum of 3 years in Wealth Management or Financial Services.
- Proven experience in digital platform or portal development initiatives.
- Strong command of Agile delivery frameworks (Scrum, SAFe, Kanban).
- Demonstrated success gathering and translating complex requirements in fast-paced environments.
- Experience working with JIRA, Confluence, or other Agile productivity tools.
- Excellent interpersonal and communication skills – able to tailor messaging across executive, technical, and front-line audiences.
- Knowledge of digital self-service design principles and industry best practices.
- Previous collaboration with designers and product managers on client-facing applications.
- Collaboration: Comfortable operating in matrixed environments with multiple stakeholders.
Our people
The ideal consultants will share our values and be aligned with our ways of working and as your career progresses, you can expect to work across all areas of the project lifecycle, from strategy to implementation. This will provide you with a broad base of experience from which to build an outstanding career.
The ideal consultants will share our values and be aligned with our ways of working and as your career progresses, you can expect to work across all areas of the project lifecycle.
We pride ourselves on;
- Providing our people with a supportive culture, rooted in our values and driven by our purpose.
- Promoting a culture of inclusion, collaboration, well-being, and learning and development.
- Providing increased agility and flexibility within our hybrid working model
- Investing in employees’ growth through ongoing training and development
- Autonomy to take ownership of projects, making decisions and demonstrating individual expertise
- Providing an transparent performance and career management experience.
Our consultants are integral to delivering successful consulting engagements, addressing our clients’ most pressing business challenges, and build lasting value in disciplines such as:
- Solve sophisticated, ambiguous business, change and technology problems, bringing structure and meticulous analysis and planning, acting, and taking decisions with little strategic direction
- Build, develop and sustain trusted senior client relationships in the C-suite by remaining highly attuned to client needs
- Drive, enable and support the business, partnering with our leaders, clients, and consultants across our practices to take the best of emagine to our clients through opportunity identification/qualification, solution development/presentation
Interested?
At emagine, we are committed to building an international and diverse team by embracing our different backgrounds.
If you are up to the challenge and would like to find out more, get in touch with us immediately, our internal recruitment team is always keen to hear from dynamic individuals that are looking to further their career and explore their full potential.
“emagine is an equal opportunity employer, and employment practices are based strictly on merit. It is the policy of the Company to give equal opportunity in employment regardless of sex, sexual orientation, marital status, race, age, disability, gender reassignment, pregnancy and maternity, religion or ethnic origin”
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Business Analyst – Wealth Management - (m/f/d) employer: emagine
Contact Detail:
emagine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst – Wealth Management - (m/f/d)
✨Tip Number 1
Familiarise yourself with the latest trends in Wealth Management and digital client experiences. Understanding the current landscape will help you engage in meaningful conversations during interviews and demonstrate your passion for the industry.
✨Tip Number 2
Network with professionals in the Wealth Management sector, especially those who work in business analysis roles. Attend industry events or webinars to connect with potential colleagues and learn about their experiences, which can provide valuable insights for your application.
✨Tip Number 3
Brush up on Agile methodologies, particularly Scrum and Kanban, as these are crucial for the role. Consider obtaining a certification if you haven't already, as this can set you apart from other candidates and show your commitment to the field.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully gathered and translated complex requirements in previous roles. Being able to articulate your experience clearly will demonstrate your capability and confidence to potential employers.
We think you need these skills to ace Business Analyst – Wealth Management - (m/f/d)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Wealth Management and digital client experiences. Use specific examples that demonstrate your skills in business analysis and your understanding of the financial services sector.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your values align with those of emagine, such as being confident, dedicated, responsible, and genuine. Be sure to include specific achievements that relate to the job description.
Highlight Key Skills: In your application, emphasise your experience with Agile delivery frameworks and tools like JIRA and Confluence. Provide examples of how you've successfully gathered and translated complex requirements in previous roles.
Showcase Collaboration Experience: Since the role involves working closely with various stakeholders, highlight any past experiences where you successfully collaborated with cross-functional teams, particularly in matrixed environments. This will demonstrate your ability to build trust-based relationships.
How to prepare for a job interview at emagine
✨Understand Wealth Management Fundamentals
Make sure you have a solid grasp of wealth management concepts and practices. Be prepared to discuss how digital platforms can enhance client experiences in this sector, as it will show your understanding of the role's context.
✨Showcase Your Analytical Skills
Prepare examples from your past experience where you've successfully gathered and translated complex requirements into actionable insights. Highlight your ability to create clear documentation like business requirement documents and process flows.
✨Familiarise Yourself with Agile Methodologies
Since the role requires knowledge of Agile frameworks, brush up on Scrum, SAFe, and Kanban. Be ready to discuss how you've applied these methodologies in previous projects, especially in fast-paced environments.
✨Build Rapport with Stakeholders
Demonstrate your interpersonal skills by discussing how you've built trust-based relationships with various stakeholders in past roles. Emphasise your ability to communicate effectively across different levels of an organisation.
