Job Description
The incumbent will support the development and execution of regional strategy and analytics initiatives for Group Wealth Management (Private, Premier, and Privilege segments) by leveraging market intelligence, business insights, and data-driven analysis to drive growth, profitability, and customer experience enhancement. The role is responsible for assisting in the formulation of long-term strategic plans aligned with organizational objectives, identifying emerging market opportunities and competitive trends, and translating complex data into actionable recommendations for business decision-making. The candidate will also establish and maintain performance dashboards, monitor key business metrics and KPIs, prepare management reports, and collaborate with stakeholders across the region to ensure effective performance tracking, strategic execution, and continuous business optimization.
Job Responsibilities
- To support the regional strategy and analytics for Group Wealth Management (i.e. Private, Premier and Privilege), driving strategic initiatives and leveraging data analytics to make informed decision-making and optimize performance of GWM.
- Assist in the formulation of long-term strategic plans, aligned with broader organizational goals that leads to business growth and profitability across the wealth segments and enhanced customer experience.
- Identify and evaluation new market opportunities, industry trends, and competitive threats to shape business strategies.
- Collate, analyze and interpret data to generate actionable insights to guide business decisions.
- Establish and maintain performance dashboards and reporting systems to track key business metrics and KPIs.
- Prepare management reports.
Job Skills
- Strong-strategic-thinking-and-business-acumen-with-the-ability-to-support-long-term-business-planning-and-growth-initiatives.
Job Requirements
Qualification
- A Bachelor’s degree in a relevant field such as Business Administration, Economics, Finance or a related field is required
Competencies
- 3 - 5 years experience as a business analyst, preferably within the wealth management or financial services industry
- Strong analytical and problem-solving skills with a keen attention to detail.
- Industry Knowledge: Knowledge of wealth management products, services, and regulatory requirements
- Proficiency in data analysis tools (e.g., Excel, Power BI, Tableau) and financial modeling
- Experience with project management methodologies and tools is desirable
- Ability to work independently and as part of a team in a fast-paced environment.
- Strong organizational skills with the ability to manage multiple priorities and deadlines.