Analyst / Associate, Strategic Business Management Specialist, Investment...

DBS Bank Limited; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading banking institution in Singapore is looking for a professional to drive business outcomes through data analytics and visualisation in their Wealth Management department. The ideal candidate will assist in preparing strategic business reviews and utilize tools like Tableau and MS Excel to provide insights to management and team members. Proficiency in data analysis and communication skills are essential, along with some experience in presenting to stakeholders.

Qualifications

• 1-3 years of relevant working experience in Wealth Management or Consulting.
• Proficiency in Tableau and MS Excel is highly advantageous.
• Knowledge of financial instruments preferred.
• Experience in pitching and presenting to stakeholders.
• Excellent communication skills (verbal and written).
• Team player with strong interpersonal skills.
• Strong numeric and analytical skills.

Responsibilities

• Drive business outcomes via data analytics to support strategy.
• Communicate and present findings on Advisory Sales to Management.
• Drive productivity by providing critical data points to Management.
• Review and formulate Balanced Scorecard Framework for performance tracking.
• Assist team in preparation for Business Reviews.
• Use data to test and address concerns within the business.

Skills

Data-driven approach

Data analysis

Communication skills

Interpersonal skills

Proficiency in Tableau

Proficiency in MS Excel

Numeric skills

Tools

Tableau

MS Excel

Job description

Business Function

DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions

Responsibilities

• Driving Business Outcomes via Data Analytics:
  • Data-driven approach to drive business insights and support MIS & Sales management strategy
  • Communicate and present findings on Advisory Sales and Products attributes to Management
  • Driving productivity by providing critical data points promptly to Management to facilitate decision making process
  • Consistently review, keep up-to-date, and formulate Balanced Scorecard Framework to track and measure Investment Team’s performance
  • Assist Team in preparation for Business Reviews and Strategy discussions
  • Using data to test, prove, and disprove any areas of concerns within the business of Investment and Product Teams
• Data Visualisation for Investment Business:
  • Utilise digital platform and data visualisation tools to present and breakdown complex insights for business leaders to facilitate decision-making process
  • Creation of dashboards with key data points to enable Investment Counsellors to better understand their sales metrics and business models

Requirements

• 1-3 years relevant working experience in Wealth Management space or Consulting background
• Proficiency in Tableau and MS Excel is highly advantageous
• Knowledge of financial instruments will be preferred
• Some experience in pitching and presenting to stakeholders
• Excellent communication skills (verbal and written)
• Team player with strong interpersonal skills
• Strong numeric and analysis skills