Digital Wealth Business Analyst
Leading Local Bank
- Managed new digital initiatives from conceptualization to market rollout - Identified business opportunities to digitize wealth products / services and build core capabilities for wealth products via online and mobile channels to increase user base for digital wealth and grow adoption of usage by customers- Prepared business proposals for management approval and worked closely with multiple stakeholders such as product owners, IT, regulatory/legal unit and customer experience team - Evaluated and analyzed solutions proposed by IT / vendors and make business decisions- Mapped customer journey, drew wireframes / mockups for customer lab testing, worked with UX/UI vendor, defined business requirement, review vendor’s functional specifications, managed user acceptance test, ensured smooth rollout of projects, manage pre and post-implementation activities- Digital wealth initiatives include:> Building a holistic online goal-based advisory platform from understanding the shortfall to portfolio recommendation to execution > Expanding product shelf of wealth products available online> Enabling foreign exchange capabilities online