Business Insights Manager, Vice President / Executive Director

OCBC; Singapore; On-site; SGD 180,000 - 240,000; Full time

Job summary

Bank of Singapore seeks a highly analytical Business Insights Manager to bridge data and executive strategy. You will support the end-to-end Sales Performance Management lifecycle, including modeling targets and tracking NNA, Revenue, and RM productivity throughout the year.

You will also connect pricing strategy with data insights, ensuring value-based models and actionable recommendations. Collaborate with Management Reporting and Planning & Analysis to drive growth and unlock opportunities in

Qualifications

• Bachelor's or Master's in a quantitative field (Statistics, Business Analytics, Data Science, Finance, or Economics).
• 10+ years in business analytics, financial analysis, or similar, preferably in private banking or financial services.
• Deep understanding of Private Banking products and metrics (NNA, NNM, AUM).
• Advanced data manipulation: SQL for data extraction; Python/R for statistics.
• BI visualization proficiency in Tableau/Power BI/QlikView with interactive dashboards.
• Familiarity with data privacy standards (PDPA, GDPR) and CRM systems (Salesforce, Microsoft Dynamics).
• Knowledge of financial databases (Bloomberg, Refinitiv) is an advantage.

Responsibilities

• Support end-to-end Sales Performance Management lifecycle from modelling annual targets to tracking NNA, Revenue, RM productivity.
• Bridge business strategy with investment pricing, translating data into actionable insights for growth.
• Develop and maintain BI dashboards (Tableau/Power BI) for Sales Pipeline, Client Retention, and Product Penetration.
• Lead scenario modelling to forecast payout structures and their impact on the bank's bottom line.

Skills

SQL

Python/R

BI tools

CRM systems

Bloomberg/Refinitiv

Financial modelling

Stakeholder comms

Education

Bachelor's/Master's in quantitative field

Tools

Tableau

Power BI

QlikView

Excel VBA/Macros

Salesforce/MS Dynamics

Job description

Bank of Singapore opens doors to new opportunities.

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

We are seeking a highly analytical and detail-oriented Business Insights Manager to join our team. The ideal candidate will have strong expertise in data analysis, financial modelling, business intelligence, and/or product pricing, preferably with experience in private banking or financial services.

You will function as the bridge between raw data and executive strategy, support the end-to-end Sales Performance Management lifecycle—from the sophisticated modelling of annual targets to the tracking of Net New Assets (NNA), Revenue, and RM productivity throughout the course of the year.

This role is will also bridge the gap between business strategy and investment product pricing, ensuring pricing models reflect true value of our offerings, translate data into actionable insights and maximise market shares. This role will support management and work closely with Management Reporting, Planning & Analysis, to drive strategic decision-making and business growth. You will support assigned deep dives targeted at unlocking sales/revenue opportunities in our clients’ AUM base.

1. Management Support

• Support Head of Business Finance in their Business Strategies/Priorities, Business Growth and Sales Activities.
• Communication with senior stakeholders by driving management rhythm
• Secretariat for management meetings forums (agenda, minutes, action items).

2. Business Insights & Sales Analytics - Deliver key insights through deep dive analyses and crystallise actionable insights

• Product Penetration: Support the identification of trends, and growth opportunities for expansion for RoA uplift
• NNM Deep-dive Analysis: Identify leakage hotspots & RMs with potential ‘flight risk’
• Dashboard Ownership: Drive the development and maintain automated BI dashboards (e.g., Tableau/PowerBI) that track Sales Pipeline, Client Retention, and Product Penetration.
• Scenario Modelling: Build predictive models to forecast the impact of different payout structures or hurdle rates on the bank’s bottom line.
• Predictive Analytics: Use data to identify “At-Risk” clients/RMs or high-propensity prospects for specific investment products.

3. Product Pricing & Market Competitiveness

• Competitive Intelligence: Benchmark our bank’s advisory, discretionary and custodial offering against tier-1 private banks, multi-family offices, and digital wealth platforms.
• Strategic Growth: Identify market shifts, regulatory impacts (e.g. fee transparency mandates), and client demographic changes to recommend new business/ product models and monetization avenues.
• Value Proposition Alignment: Partner with Product Specialist (Fixed Income, Equities, Alternatives, Structured Products) to package and position complex wealth solutions effectively.

Requirements:

• Experience: 10 + years of experience in business analytics, financial analysis, or a similar role, preferably in private banking or financial services.
• Academic Background: Bachelor’s or Master’s degree in a quantitative field (Statistics, Business Analytics, Data Science, Finance, or Economics).
• Industry Experience: At least 8 years of experience in Financial Services, specifically within Private Banking, Wealth Management, or Premier Banking.
• Domain Knowledge: Deep understanding of Private Banking products (Lending, Structured Products, DPM) and metrics (NNA, NNM, AUM).
• Advanced Data Manipulation: Mastery of SQL for data extraction and Python/R for advanced statistical analysis.
• BI Visualization: Expert-level proficiency in Tableau, PowerBI, or QlikView (moving beyond simple charts to complex, interactive drill-downs).
• Excel Power User: Ability to build complex financial models, including VBA/Macros and Power Pivot.
• Data Governance: Familiarity with banking data privacy standards (e.g., PDPA, GDPR) and CRM systems (e.g., Salesforce, Microsoft Dynamics).
• Familiarity with financial and banking databases (e.g., Bloomberg, Refinitiv) is an advantage.
• The “Translator” Ability: The rare skill of explaining complex data methodologies to non-technical stakeholders (Sales Heads and RMs).
• Commercial Acumen: Understanding the why behind the numbers—knowing how market volatility or interest rate hikes impact RM behavior.
• Resilience: Ability to maintain objectivity and stand your ground when discussing performance targets with (and often vocal) Front Office management/BMs