GenAI Business Analyst

Job Description

Business Analyst – Wealth Management / Investment Banking (GenAI-Enabled) Drive requirements, use case discovery, and process design for GenAI-powered wealth and investment banking solutions. Partner with RMs, product, compliance, and engineering to deliver AI copilots, research automation, portfolio insights, suitability tools, and next-best-action engines. Requires strong financial domain knowledge, BA skills, and interest in AI/LLM innovation.

Job Title - GenAI Business Analyst

Location - Kuala Lumpur (Hybrid). Regional/APAC customer engagement required.

Employment Type - Full-time

Key Responsibilities

1) Business Analysis & Domain Leadership

· Lead requirement gathering for wealth/investment banking journeys:

o Client onboarding & KYC

o Portfolio construction & rebalancing

o Suitability/appropriateness checks

o Research & investment insights

o Trade lifecycle 

o Relationship manager (RM) and advisor productivity

· Produce BRDs, FRDs, process maps (As-Is/To-Be), user stories, acceptance criteria, and documentation.

2) GenAI Use Case Discovery & Validation

· Partner with business owners to identify high-value AI opportunities:

o Automated investment commentary generation

o Research summarization & insight extraction

o Auto-generation of RM notes

o Client persona profiling & next-best-action

o Trade confirmation/exception handling assistants

o Policy/regulatory Q&A copilots

· Evaluate feasibility using impact vs. complexity models and ROI frameworks.

3) GenAI Solution Design & Requirements

· Translate business needs into AI-specific requirements:

o Prompt strategies

o Data sources for retrieval (RAG)

o Model behavior guardrails

o Hallucination/error tolerance thresholds

o Compliance/redaction requirements

· Define functional and non-functional requirements for GenAI applications, copilots, and multi-agent.

4) Data, Compliance & Risk Alignment

· Work with Data, Risk, and Compliance teams to ensure:

o PDPA/GDPR and data handling compliance

o Suitability and risk-profiling constraints

o Regulatory reporting requirements (MiFID II, BNM/MAS if applicable)

o Controls to prevent unauthorized recommendations or mis-selling

o Proper documentation for model decision lineage, disclaimers, and safety guardrails

5) Delivery, Testing & Change Management

· Support delivery teams in creating wireframes, UX flows, prototypes, and testing strategies for GenAI-enabled tools.

· Lead UAT with RMs, advisors, product teams, and compliance stakeholders.

· Manage impact analysis, training materials, and rollout communications.

· Track KPIs such as productivity uplift, reduction in processing time, accuracy, adoption, and model feedback loops.

6) Cross-functional Collaboration

· Work closely with:

o Wealth/Investment Product teams

o Front-office RMs and advisors

o Compliance, Risk, and Legal

o Data Engineering & AI teams

o Architecture and IT delivery

· Facilitate workshops, design sessions, and stakeholder alignment forums.

Job Description - Grade Specific

Required Qualifications

· Bachelor’s degree in Finance, Economics, Computer Science, Business, or related discipline.

· 5–10+ years experience as a Business Analyst within Wealth Management, Private Banking, Asset Management, or Investment Banking.

· Strong understanding of:

o Investment products (equities, fixed income, funds, structured products, alternatives)

o Portfolio management, asset allocation, rebalancing

o Advisory KYC, suitability assessments

o Trade lifecycle: order capture → execution → settlement → reporting

· Experience writing BRDs, FRDs, user stories, and process flows using BPMN/UML.