Long Description We are looking for an experienced Business Analyst / Project Manager with strong expertise in Private Banking and Wealth Management to lead business transformation and digital initiatives. The role requi…
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Full-time
bachelor degree
Posted 10d ago
Apply by Aug 17
~40 hrs/week
Responsibilities
The role involves leading end-to-end project delivery and digital transformation initiatives within Private Banking and Wealth Management. The candidate will act as a bridge between business, product, and technology teams to gather requirements and ensure successful solution implementation.
Requirements
Candidates must have over 8 years of experience in Banking or Financial Services, with at least 5 years specifically in Wealth Management or Private Banking. A bachelor's degree in Finance, Business, or Information Technology is required.
Full job description
Long Description
We are looking for an experienced Business Analyst / Project Manager with strong expertise in Private Banking and Wealth Management to lead business transformation and digital initiatives. The role requires a blend of functional analysis, project delivery management, stakeholder engagement, and banking domain expertise. The successful candidate will act as the bridge between business, product, and technology teams to ensure successful delivery of wealth management solutions and client journeys.
Key Responsibilities
Project Management
Lead end-to-end project delivery for Private Banking and Wealth Management initiatives.
Define project scope, timelines, milestones, risks, dependencies, and deliverables.
Manage stakeholder communication across business, technology, operations, compliance, and senior management.
Track project progress and ensure timely delivery within agreed scope and budget.
Prepare governance materials, steering committee updates, and status reporting.
Drive market activation, commercialization readiness, and implementation activities.
Business Analysis
Facilitate workshops with stakeholders to gather, analyze, and document business requirements.
Prepare Business Requirement Documents (BRD), Functional Requirement Specifications (FRS), process flows, and user stories.
Ensure clear requirement traceability and achieve business sign-off.
Translate business requirements into features and user stories for development teams.
Support backlog management, sprint planning, and story grooming activities.
Collaborate with architects and technology teams to define optimal solutions.
Participate actively in solution design discussions and functional reviews.
Provide domain expertise on wealth management products, investment processes, and banking operations.
Ensure proposed solutions meet business, operational, and regulatory requirements.
Support development teams throughout the implementation lifecycle.
Define test strategy, test scenarios, and acceptance criteria.
Prepare and review UAT test cases.
Coordinate and support User Acceptance Testing (UAT) activities with business users.
Manage defect triage and resolution with technology teams.
Ensure successful business sign-off prior to production deployment.
Experience & Qualifications
8+ years of experience in Banking or Financial Services.
5+ years of experience in Wealth Management / Private Banking initiatives.
Proven experience delivering business and technology transformation projects.
Experience operating as both Business Analyst and Project Manager.
Bachelor's Degree in Finance, Business, Information Technology, or related discipline.
Capgemini is an AI-powered global business and technology transformation partner, delivering tangible business value. We imagine the future of organizations and make it real with AI, technology and people. With our strong heritage of nearly 60 years, we are a responsible and diverse group of 420,000 team members in more than 50 countries. We deliver end-to-end services and solutions with our deep industry expertise and strong partner ecosystem, leveraging our capabilities across strategy, technology, design, engineering and business operations. The Group reported 2025 global revenues of €22.5 billion.
Make it real | www.capgemini.com
Offices: Place de l'Étoile, 11 rue de Tilsitt, Paris, France 75017, FR · Hullenbergweg 294, Amsterdam, North Holland 1101 BV, NL · 1601 Bryan St, Dallas, TX 75201, US · 595 Collins St, Melbourne, VIC 3000, AU · Fauststraat 3, Apeldoorn, Gelderland 7323 BA, NL
OutsourcingProcess ConsultingPackage Based SolutionsCustom Solution DevelopmentApplication ManagementArtificial IntelligenceBusiness ConsultingCloudDigitalManaged Services
Capgemini is an AI-powered global business and technology transformation partner, delivering tangible business value. We imagine the future of organizations and make it real with AI, technology and people. With our strong heritage of nearly 60 years, we are a responsible and diverse group of 420,000 team members in more than 50 countries. We deliver end-to-end services and solutions with our deep industry expertise and strong partner ecosystem, leveraging our capabilities across strategy, technology, design, engineering and business operations. The Group reported 2025 global revenues of €22.5 billion.
Make it real | www.capgemini.com
Offices: Place de l'Étoile, 11 rue de Tilsitt, Paris, France 75017, FR · Hullenbergweg 294, Amsterdam, North Holland 1101 BV, NL · 1601 Bryan St, Dallas, TX 75201, US · 595 Collins St, Melbourne, VIC 3000, AU · Fauststraat 3, Apeldoorn, Gelderland 7323 BA, NL
OutsourcingProcess ConsultingPackage Based SolutionsCustom Solution DevelopmentApplication ManagementArtificial IntelligenceBusiness ConsultingCloudDigitalManaged Services