Design end-to-end Investment Advisory journeys
Define requirements for Suitability & Profiling
Develop requirements for Portfolio Construction and Advisory
Support DPM / Discretionary Portfolio Management capabilities
Translate business requirements into BRDs, Use Cases, Business Rules, User Stories and MVP

🎯 Requirements

Extensive Business Analysis experience in Private Banking, Wealth Management, Investment Advisory
Strong understanding of end-to-end Investment Advisory journeys
Knowledge of Portfolio Construction, DPM / Portfolio Management
Understanding of securities, investment products, Investment Services and Execution
Experience in complex Wealth Management platform transformations

🎁 Benefits

Private health care & paid sick days
25 vacation days (regardless of age)
Monthly cafeteria allowance (€50/month) or contribution to the 3rd pillar
Fully paid meal vouchers
Multisport card with employer contribution
Smartphone with 1TB data + Laptop

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