Senior Associate, Strategic Business Management Specialist, Investment Products and Advisory, P[...]

300005 Chief Executive's Office_00002555; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading financial services organization in Singapore is seeking a Senior Associate, Strategic Business Management Specialist to drive business outcomes using data analytics within the Wealth Management sector. The successful candidate will leverage digital platforms for data visualization to aid decision-making processes and create dashboards for Investment Counsellors. A minimum of 2-5 years in a related field is required, with proficiency in Tableau and MS Excel considered highly advantageous, alongside excellent communication skills.

Qualifications

• 2-5 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.

Responsibilities

• Drive business outcomes via Data Analytics.
• Utilise digital platform and data visualisation tools.
• Communicate findings on Advisory Sales and Products attributes.

Skills

Data Analytics

Tableau

MS Excel

Excellent communication skills

Interpersonal skills

Job description

Job Description - Senior Associate, Strategic Business Management Specialist, Investment Products and Advisory, Private Banking, Consumer Banking Group (WD71940)

Job Description

Senior Associate, Strategic Business Management Specialist, Investment Products and Advisory, Private Banking, Consumer Banking Group - ( WD71940 )

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 regular 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 critical data points to enable Investment Counsellors to better understand their sales metrics and business models

Requirements:

• 2-5 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