This position offers the successful candidate the unique opportunity to work closely with key stakeholders across the bank from Front Office, Business Managers, Platform, and Finance on data analytics and management reporting, to support and ensure proper management governance and oversight for the Financial Intermediaries (FIM), Single Family Office (SFO) and Wealth Advisory (WA) businesses whilst achieving sustainable business growth.
- Prepare and present reports on FIM, SFO and WA businesses to FFWA management and other stakeholders (e.g. ARRC) for management governance and oversight.
- Support initiatives using data analytics to deliver meaningful insights in a timely manner for informed decision making to properly manage risks or drive business or marketing strategy.
- Understand the needs of FFWA stakeholders and provide analytical support where required to identify business problems and opportunities, and provide actionable recommendations where applicable
- Continuously look for new ways to apply technology (AI models) to forecast business trends, behaviour to uncover trends and track effectiveness of initiatives both for risk management and business opportunities.
- Supports in UAT and implementation of enhancements to systems or processes to improve data quality to enable accurate reporting
Requirements
- Minimum 5-7 years prior experience with a private bank.
- Bachelor's degree in Finance, Economics, Business Administration, Data Science, or a related field, or equivalent.
- Strong analytical skills, meticulous and attention to details.
- Excellent communicator with good interpersonal skills; able to effectively engage with team members and senior management
- Proven ability to think critically and solve complex problems with a strategic mindset.
- Ability to adapt to changing business needs and priorities, demonstrating flexibility in a fast-paced environment
- Proficient in MS Excel, MS Word, MS PowerPoint, and office software.
- Good understanding of common financial services and products, with basic finance knowledge to support analysis and reporting.
- Experience in FIM business areas or data management and analytics will be a big plus.
- Knowledge of SQL and Python is a plus.
