Strong understanding of: Wealth Management Operations Private Banking Investment Advisory Services Portfolio Management Asset Management Mutual Funds Equities and Fixed Income Products Structured Products Alternative Investments Retirement Planning Financial Planning Insurance and Wealth Products Client Onboarding and KYC Risk Profiling and Suitability Assessment Portfolio Rebalancing Performance Reporting Regulatory Compliance and Investor Protection Digital Wealth Platforms Required Skills Business Requirement Gathering and Analysis Functional Documentation (BRD, FRD, FSD) Process Mapping and Gap Analysis User Story Creation and Backlog Management Stakeholder Management Business Process Modeling UAT Planning and Coordination Change Management Agile and Waterfall Project Delivery Strong Communication and Presentation Skills