Salesforce CRM Business Analyst
SAGL CONSULTING PTE. LTD. Yishun Full-time
Job Summary:
We are seeking an experienced Salesforce CRM Business Analyst with a strong background in Wealth Management, Private Banking, Asset Management, or Investment Banking. The ideal candidate will have hands-on experience in Salesforce CRM implementations and a deep understanding of front-office workflows.Exposure to Banker's Desktop or similar advisory tools is highly preferred.
Key Responsibilities:
- Gather, analyze, and document business requirements related to Salesforce CRM enhancements.
- Collaborate with stakeholders including Relationship Managers, Investment Advisors, and IT teams.
- Translate business needs into functional specifications and user stories.
- Support configuration, testing, and rollout of Salesforce CRM solutions.
- Ensure alignment of CRM workflows with wealth management and advisory processes.
- Leverage knowledge of Banker's Desktop to enhance RM tooling and customer interaction models.
Qualifications:
- 5+ years of experience as a Business Analyst, with at least 2+ years in Salesforce CRM.
- Domain expertise in Wealth Management, Private Banking, or Investment Banking.
- Experience working with or exposure to Banker's Desktop or similar RM advisory platforms.
- Strong communication, stakeholder management, and documentation skills.
- Salesforce certifications (BA, Admin, or Consultant) are a plus.
#SalesforceJobs, #BusinessAnalyst , #WealthManagement ,#InvestmentBanking
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