LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.
With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren’t working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.
In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.
Your Responsibilities
- Engage stakeholders to understand their requirements for prioritised initiatives, enhancements or the resolution of issues.
- Gather, document, and breakdown requirements into appropriately sized sprint ready user stories with clear acceptance criteria.
- Create user stories and walkthrough these with business and technology teams.
- Get involved during the definition and design phases, contributing to overall solution design.
- Support product owner in breakdown of Epics into stories and capture of the acceptance criteria.
- Complete the sizing of stories with development and testing teams.
- Act as the day-to-day interface between development team, testers and business stakeholders during execution phase.
- Help the test team define test plans and test cases for all functionalities to be developed, covering both application and broader business process testing.
- Track test cases back to associated design and User stories.
- Prepare business and other stakeholder communications.
- Deliver demos and training to business users and other stakeholders.
- Provide support to the business in their creation of business procedures documentation.
- Identify and help make process improvements to the LGT Crestone project ways of working.
- Additional responsibilities may include the participation in new business case or lean canvas development.
Your skills and experience
- 3+ years as a Business Analyst or significant experience (5+ years) working in a Wealth Management or Financial Services Organisation
- Experiencing working in an Agile Project Management framework
- Experience working with financial technology platforms (ideally Avaloq)
- Knowledge of wealth management products and services a plus (e.g., portfolio management, CRM, trading, settlement, payments, reconciliations, corporate actions, credit products)
- Experience completing process mapping and developing user stories
- Knowledge of SDLC and change methodologies a plus
- Working knowledge of JIRA
- Advanced Excel skills
Your qualifications
- Degree qualified
- Relevant post graduate qualifications a plus
LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
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.
