A) Data Analytics:
1. Participate in data projects for Investment Advisory and Products team
2. Gather requirements, collaborate with stakeholders on user journeys, perform data validation, ensure data integrity
3. Using data-driven approach to drive insights and support MIS and sales management strategy
4. Perform regular and ad-hoc data analysis on Advisory Sales and Products attributes, depending on business needs and strategy
B) Business reviews and MIS:
1. Assist in preparation of regular updates and presentation materials for MIS and ad-hoc reporting purposes.
C) Drive productivity:
1. Improve strategy team’s productivity through workflow/process enhancements
2. Drive digital adoption by automating existing data extraction/maintenance tasks and processes.
Requirements:
• 2-5 years relevant working experience
• Proficiency in SQL, Tableau, MS Excel is a must
• Good in using MS office suite (e.g. ppt, word)
• Shows interest in wealth management space
• Excellent communication skills (verbal and written)
• Team player with strong interpersonal and leadership skills
• Strong numeric and analysis skills
