Analyst / Associate, Strategic Business Management Specialist, Investment Products and Advisory[...]

DBS; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

A leading banking institution in Singapore is seeking an Analyst/Associate to enhance business insights through data analytics and visualization. The role involves using digital platforms to support decision-making and collaborating with teams to present findings. The ideal candidate should have 1-3 years of experience in Wealth Management or Consulting, with proficiency in Tableau and Excel being highly advantageous. Strong communication and interpersonal skills are essential for success in this dynamic environment.

Qualifications

• 1-3 years relevant experience in Wealth Management or Consulting.
• Knowledge of financial instruments preferred.
• Experience pitching to stakeholders.

Responsibilities

• Drive business outcomes using a data-driven approach.
• Utilize data visualization tools for insights.
• Assist the team with Business Reviews and Strategy discussions.

Skills

Data-driven decision-making

Proficiency in Tableau

Proficiency in MS Excel

Excellent communication skills

Interpersonal skills

Job description

Job Description - Analyst / Associate, Strategic Business Management Specialist, Investment Products and Advisory, Private Banking, Consumer Banking Group (WD80244)

Job Description

Analyst / Associate, Strategic Business Management Specialist, Investment Products and Advisory, Private Banking, Consumer Banking Group - ( WD80244 )

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