About the role
AI summarisedWe are seeking a strategic business management specialist to support the Private Banking business planning, performance, and sales management efforts. This role drives strategic planning, aligns departmental priorities with overall business goals, closely monitors performance metrics, and works alongside the leadership team to ensure operational discipline.
BankingOnsite
Key Responsibilities
- Drive productivity and sales analysis by providing critical data points to the Management team for decision-making.
- Review, update, and formulate the Balanced Scorecard Framework (BSC) to track and measure Relationship Managers' performance.
- Perform performance analysis and optimization using AI algorithms to identify trends, predict outcomes, and pinpoint areas for improvement in sales processes.
- Assist in preparing management review decks for Business Reviews and Strategy discussions.
- Advocate a data-driven approach to drive business insights and support MIS & Sales management strategy.
- Utilize digital platforms and data visualization tools to present complex insights for business leaders.
- Create custom dashboards and propose refinements to existing UI dashboards with key data points for the Front Office.
Requirements
- Proven ability to drive business outcomes through data analytics.
- Strong understanding of performance tracking and strategic planning frameworks (e.g., BSC).
- Proficiency in using data visualization tools to communicate complex information.
- Ability to work closely with leadership teams on strategic initiatives.
- Strong analytical skills to interpret sales metrics and business models.
- Experience in a fast-paced banking or financial services environment is implied by the context.