Wealth Management - Business Analyst Specialist

CICC; Hong Kong; Sur place; HKD 700 000 - 1 000 000; Plein temps

Résumé du poste

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

Responsabilités

• 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

Connaissances

SQL

Python

R/SAS

Communication

Description du poste

1. Responsible for building a customer group data analysis framework, enhancing data analysis and insights, and conducting in-depth exploration of customer group characteristic tag maps, behavioral preference maps, and demand evolution paths. Identify business growth opportunities to support data-driven, and refined customer group operations.

2. Responsible for data insights and analysis of customer group operations, tracking and analyzing the conversion effects of various operational strategies, and continuously optimizing operational strategies based on data analysis results. Integrate deeply with business scenarios to innovate and deliver customer group decision-making tools such as strategy deduction models.

3. Responsible for exploring effective data analysis and experimental methods, conducting in-depth research on business paths and conversion funnels, gaining insights into user behaviors and psychology, improving operational ideas, and providing suggestions and strategies to maximize user value.

4. Research and investigate industry-leading data application tools, deconstruct customer value elements, and refine reusable customer group value identification tools.

5. Responsible for other data analysis-related tasks or other assignments from the manager.

Qualification

1. At least 5 years of work experience in wealth management, Finance institution or related industries, with at least 2 years of relevant work experience.

2. Demonstrate integrity, humility and a strong work ethic, with excellent moral character.

3. Possess extensive financial expertise, familiarity with overseas financial markets, and foundational knowledge in statistics, machine learning, and financial operations.

4. Experience in data application domains, with a keen data-driven focus to identify issues, uncover connections between business details and data, discern growth opportunities, and provide analytical insights and recommendations to support business operations.

5. Experience in large-scale data analysis and modeling, proficient in SQL, and familiar with at least one modeling language (R/SAS/PYTHON, etc.); experience in data marketing projects and familiarity with data marketing workflows.

6. Innovative mindset with a spirit of exploration, coupled with strong communication and teamwork skills.

7. Fluent in both written and spoken Chinese and English, with excellent communication and negotiation skills in a cross-cultural environment. Overseas work or living experience is preferred

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.