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Business Analyst - Wealth Management



IT, Accounting & Finance
United Kingdom
Posted on Friday, May 24, 2024

Job Role

  • Role : Business Analyst - Wealth Management
  • We are looking for people with industry experience in wealth or asset management in a similar role.
  • Capgemini office is located at Holborn, London and the travel to client’s location may be required depending on project requirement (Mode – Hybrid)
  • This is a permanent role with Capgemini.

Experience Needed

  • A minimum of 6-7 years of experience as a Business Analyst
  • A well-rounded understanding of UK advisory financial planning and wealth management business is essential.
  • Well versed with various requirements gathering techniques and artefacts deliverables.
  • Experience in facilitating and running workshops in virtual and in-person mode.
  • Possess strong stakeholder management skills, with ability to manage conflicts.
  • Solid interpersonal, communication and presentation skills.
  • Comfortable dealing with all levels of stakeholders with changing priorities.
  • Knowledge of any UK financial planning, cash flow planning tool, wealth platform is highly desirable.
  • Certification from CISI, CFP or from similar institute will be added advantage

About Capgemini

Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fuelled by its market leading capabilities in AI, cloud, and data, combined with its deep industry expertise and partner ecosystem. The Group reported 2023 global revenues of €22.5 billion.

Get The Future You Want

What We'll Offer You

Professional development. Accelerated career progression. An environment that encourages entrepreneurial spirit. It’s all on offer at Capgemini. And although collaboration is at the core of the way we work, we also recognise everyone’s needs with a flexible benefits package you can tailor to suit you

Why We're Different

At Capgemini, we help organizations across the world become more agile, more considerate, and more successful. Smart, tailored, often-groundbreaking technical solutions to complex problems are the norm. But so, too, is a culture that’s as collaborative as it is forward thinking. Working closely with each other, and with our clients, we get under the skin of businesses and to the heart of their goals.


Capgemini positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity. We are committed to hiring, developing, and retaining the best people to deliver innovative, world-class solutions for our clients. We foster an inclusive culture that enables everyone to achieve their full potential and enjoy a fulfilling career with us. Our comprehensive flexible benefits package and lifestyle policies enable our employees to balance their family and work-life needs.