Private Banking Business Analyst

Job Description

We are currently looking for Private Banking Business Analyst for our Qatar operations

Education & Experience Requirements:

- Bachelor’s degree from a recognized university, preferably in Banking, Finance, Economics, Business Administration, Information Technology, Accounting, or a related field.

- At least 7 years of relevant experience in Private Banking, Wealth Management, Investments, Business Analysis, Product Management, Banking Transformation, or related domains, preferably within a highly rated international bank.

- Experience in business requirements gathering, stakeholder management, client analytics, wealth management initiatives, and digital transformation projects within the banking sector.

Required Special Skills:

- Excellent oral and written communication skills (including report writing) in English.

- Good interpersonal and presentation skills.

- Understanding of the relevant laws, regulations, and practices.

- Ability to make decisions and follow through with initiatives.

- Personal integrity and self-management.

- Planning, organising, and analytical ability.

- Results oriented.

- Strong analytical skills and the ability to communicate both verbally and in writing with all levels of management.

- Strong business analysis, requirements gathering (BRS/BRDs), user stories, process modelling, and stakeholder management skills.

- Good understanding of Private Banking, Wealth Management, Investment Products, Portfolio Advisory, and Digital Wealth capabilities.

- Experience in data analysis, reporting, business performance measurement, and translating business needs into practical solutions and recommendations.

Essential Duties & Responsibilities by Dimensions:

A. Shareholder & Financial:

- Support the delivery of Private Banking growth objectives through analysis of AUM, investment penetration, client acquisition, and revenue opportunities.

- Develop analytical insights, reports, and dashboards to support management decision-making and performance monitoring.

- Identify and recommend process improvements, business opportunities, and operational efficiencies that contribute to business growth and value creation.

- Implements KPI’s and best practices for the Business Analyst role.

- Promote cost consciousness and efficiency and enhance productivity, to minimise cost, avoid waste, and optimise benefits for the bank.

- Act within the limits of the powers delegated to the incumbent.

- Demonstrate clear understanding of the important factors behind the bank's financial & non-financial performance.

B. Customer (Internal & External):

- Engage with business stakeholders to gather, analyse, and document requirements for Private Banking, Wealth Management, and Digital Wealth initiatives.

- Collaborate with Relationship Managers, Product, Investment, Operations, and Technology teams to support implementation of business and transformation initiatives.

- Support customer experience improvements by analysing client journeys, identifying service gaps, and recommending process and digital enhancements.

- To assist customers in all their queries on Bank’s product and seek solution to their requests.

- Maintain activities in accordance with Service Level Agreements (SLAs) with internal departments/units to achieve improvements in turn-around time.

- Build and maintain strong/effective relationships with related departments/units to achieve the Group’s objectives.

- Provide timely/accurate data to external/internal Auditors, Compliance, Financial Control and Risk when required.

C. Internal (Processes, Products, Regulatory):

- Analyse, document, and optimize Private Banking business processes, client journeys, and operating procedures to support business growth and operational efficiency.

- Gather, validate, and manage business requirements for new products, advisory capabilities, digital wealth platforms, and process enhancement initiatives.

- Ensure that business requirements (BRS/BRD), solutions, and operational processes comply with applicable regulatory requirements, internal policies, governance standards, and risk controls.

- Contribute to the implementation of Private Banking transformation initiatives by coordinating with business, operations, product, technology, and compliance stakeholders.

D. Learning & Knowledge:

- Maintain a strong understanding of Private Banking, Wealth Management, Investment Products, Digital Wealth capabilities, and Business Analysis methodologies to effectively support business initiatives.

- Continuously enhance knowledge of industry trends, market developments, regulatory requirements, and emerging technologies relevant to Private Banking and Wealth Management.

- Support knowledge sharing and best-practice adoption through effective collaboration with business, product, operations, technology, and advisory stakeholders.

- Proactively identify areas for professional development of self and undertake development activities.

- Seek out opportunities to remain current with all developments in professional field.

E. Legal, Regulatory, and Risk Framework Responsibilities:

- Comply with all applicable legal, regulatory and internal compliance requirements including, but not limited to, Group Compliance Policies and Procedures (AML & CTF, Sanctions Policy, Data Protection Policy, Fraud Control Policy, Whistle Blowing Policy, Conflict of Interest and Insider Dealing Policy).

- Understand and effectively perform your role under the Three Lines of Defence principle to identify measure, monitor, manage and report risks.

- Ensure systematic good outcomes for clients in accordance with Conduct Risk policy.

- Support the framework of RCSA, KRI, Incident reporting and remediation, as appropriate, in accordance with the Operational Risk Management requirements.

- Maintain appropriate knowledge to ensure full qualification to undertake the role.

- Complete all mandatory training provided by the Bank, attain, and maintain the required levels of competence.

- Attend mandatory (internal and external) seminars as instructed by the Bank.

F. Other:

- Ensure high standards of data protection and confidentiality to safeguard commercially sensitive information.

- Maintaining utmost confidentiality concerning customer and internal bank information obtained during the course of business and provide such information on a need to know basis only to Senior Management of Audit and Compliance functions, and relevant Regulators.

- Maintain high professional standards to uphold reputation and to strengthen its market leadership position.

- All other ad hoc duties/activities related to that management might request from time to time.

Joining time frame: 2 weeks (maximum 1 month)