Xohani Solutions - Business Analyst/Delivery Manager - Wealth Advisory & Managed Solutions

Description:

Role: Business Analyst / Delivery Manager - Wealth Advisory

Level:

BA: Senior Consultant (GCB 5)

Delivery Manager: Manager (GCB 4)

Experience: 815+ Years

Location: REMOTE

Job Summary:

This role supports Wealth Advisory, Investment Planning, and Managed Solutions initiatives. The focus is on portfolio review, risk profiling, suitability mapping, and wealth onboarding journeys for high-net-worth customers.

Roles & Key Responsibilities:

• Analyze wealth advisory and investment planning requirements
• Conduct portfolio reviews and define investment recommendations
• Design risk profiling frameworks and score mappings
• Define product suitability and managed portfolio journeys
• Support or lead end-to-end delivery (for Delivery Manager roles)
• Manage senior stakeholders and ensure delivery alignment

Required Skills & Experience:

• Strong Wealth Management / Advisory domain experience
• Investment planning & portfolio management exposure
• Risk profiling and suitability frameworks
• Wealth onboarding (KYC, disclosures, consents)
• BlackRock / Aladdin experience (good to have)

NOTE: Candidates must clearly mention their relevant domain track (Core Banking / Wealth Advisory / Capital Markets Ops / Digital Wealth) while applying.

Capital Markets Ops or settlement-focused profiles not suitable