Wealth Analytics & Strategy Specialist

CICC; Hong Kong; On-site; HKD 700,000 - 1,000,000; Full time

Job summary

CICC is seeking a data analyst to build a customer group data analysis framework and enhance insights into tag maps, behavioral preferences, and demand evolution paths to uncover growth opportunities. The role focuses on data-driven operations and analytics in a wealth management context, with emphasis on SQL and modeling languages.

You will integrate with business scenarios to innovate and deliver decision-making tools and strategy deduction models, explore experimental methods, and refine

Qualifications

• 5+ years in wealth management or financial institutions
• Strong integrity and work ethic
• Financial expertise with knowledge of overseas markets
• Data-driven mindset to identify issues and opportunities
• Proficient in SQL; familiar with at least one modeling language (R/SAS/PYTHON)
• Innovative mindset with strong communication and teamwork
• Fluent in Chinese and English; overseas experience preferred

Responsibilities

• Build a customer group data analysis framework and improve insights
• Track and optimize conversion effects of operational strategies
• Develop decision-making tools and strategy deduction models
• Research and apply data analysis methods; study business paths and funnels
• Refine reusable customer group value identification tools
• Handle other data analysis tasks as assigned by manager

Skills

SQL

Python

R/SAS

Communication

Job description

CICC is seeking a data analyst to build a customer group data analysis framework and enhance insights into tag maps, behavioral preferences, and demand evolution paths to uncover growth opportunities. The role focuses on data-driven operations and analytics in a wealth management context, with emphasis on SQL and modeling languages.

You will integrate with business scenarios to innovate and deliver decision-making tools and strategy deduction models, explore experimental methods, and refine