Senior Business Analyst at LGT Crestone Wealth Management Limited | Australia | Rezi

Senior Business Analyst at LGT Crestone Wealth Management Limited

Senior Business Analyst

LGT Crestone Wealth Management Limited · Australia

4 days ago

Senior Business Analyst

LGT Crestone Wealth Management Limited · Australia

5 days ago
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About the Role

We are seeking experienced Senior Business Analysts to support strategic change and mandatory initiatives within LGT Wealth Management. In this role, you will manage backlogs, shape solutions through definition and design, and support high-quality releases across our platforms. This is an ideal opportunity for individuals who enjoy complex problem-solving, data-driven decision-making, and collaborating with stakeholders to deliver impactful outcomes, particularly those with experience in compliance, AML, and regulatory reforms.

Responsibilities

  • Partner with stakeholders to clarify requirements, prioritise initiatives, and resolve issues across multiple streams.
  • Gather and document business requirements, translating them into clear, sprint-ready user stories with acceptance criteria.
  • Create user stories and walkthrough these with business and technology teams.
  • Support business analysts, developers, and testers through the sprint cycle to achieve sprint goals and deliver value.
  • Ensure effective change management of process changes when deploying change initiatives.
  • Provide expert guidance, mentorship, and technical knowledge to develop capabilities of business analysts.
  • Play a critical role in continuously improving the Delivery framework.
  • Support Project Manager with sequencing, prioritisation, and estimation of effort.
  • Get involved during the definition and design phases, working with technical resources to develop overall solution design.
  • Work with other Business Analysts to distribute work and elaborate stories.
  • Act as the day-to-day interface between development team, testers, and business stakeholders during the execution phase.
  • Help the test team define test plans and test cases for all functionalities, covering both application and broader business process testing.
  • Track test cases back to associated design and User stories.
  • Support delivery through definition, design, and testing phases ensuring traceability from requirements to test cases and quality outcomes.
  • Prepare stakeholder communications, deliver demos and training, and assist with business procedure documentation.
  • Identify process improvements and contribute to business case or lean canvas development for future initiatives.

Requirements

  • Minimum 5+ years as a Business Analyst or Senior Business Analyst working in Wealth Management or Financial Services Organisations or equivalent relevant experience.
  • Proven ability to work within a team structure with an accountability to motivate others to achieve excellence.
  • Strong exposure working with Wealth Advisory/Private Banking platforms.
  • Experience in process mapping, user story development, and Agile frameworks.
  • Resilient, methodical, and able to manage multiple priorities.
  • Proficient in JIRA and advanced Excel skills.
  • Experience undertaking regulatory or compliance projects in a Financial Services environment.

Skills

  • Avaloq experience is highly desirable.
  • Understanding of wealth management products and services are highly desirable.
  • Knowledge of SDLC and change methodologies are a plus.

Work Type

  • 12-month fixed-term contracts

Experience Level

  • Senior

Education Level

  • Degree qualified

Benefits

  • Ongoing development managed and tailored to your role and future career path.

About the Company

  • LGT Wealth Management was formed with a vision to bring global best practice in building institutional quality investment portfolios to Australian clients.
  • We created something new from the ground up, enhancing our authentic and personalised client-first commitment, entrepreneurial spirit, focus in best-in-class advice, and intimate understanding of the Australian private wealth landscape.
  • In 2022 we became a part of the LGT Group, sharing our entrepreneurial spirit, long-term approach, and private-ownership model.
  • With the global expertise, stability, and capability of LGT, we focus on giving our clients the advice and deep expertise they need for generations to come.

Equal Opportunity

  • LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment.
  • We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.