Overall purpose of role:

- Provide business development intelligence by leveraging desktop research and market tools.

- Conduct market, geographical and financial research as well as ad-hoc research for pitch decks, client meetings to inform the PBWM sales teams of latest market developments.

- Create benchmarks based on accounting & financial concepts to deliver insightful analysis to the key business stakeholders to drive new business activity.

- Enhance the conversion of sales pitches into actual deals and customer acquisition, i.e. drive wallet share and new business activity.

- Liaise with key business stakeholders to ensure a clear understanding of the value derived from the analysis and improvement areas.

- Support with the deep-dive analysis and suggestion on the client portfolios.

- Ensure strong governance, financial discipline, and adherence to control frameworks across the business.

- Support standardisation, process improvement, and scalable, data-driven ways of working.

- Partner to deliver consistent, insight-led business outcomes.

Risk and Control Objective:

Stakeholder Management:

Ability to manage key stakeholders and build relationships, both internally and externally. Will require strong interpersonal skills given requirement and ability to collaborate and work cohesively with colleagues across businesses globally. Ability to influence decisions, negotiate, motivate and challenge stakeholders at all levels in the bank. Ability to foresee issues, devise and implement solutions independently and proactively, managing expectations accordingly.

Person Specification:

- Understanding of advanced financial analysis concepts to undertake financial analysis of HNIs/family offices.

- Knowledge of marketing & research tools.

- Knowledge and understanding of the financial services industry, in particular wealth management.

- Must have strong work ethic, attention to detail, and ability to translate large and imperfect data sets into meaningful takeaways, insightful presentations and sound recommendations.

- Must have strong analytical skills and a proven track record of problem-solving.

- Strong verbal and written communication; ability to communicate in a compelling, concise and precise manner.

- Highly organised, proactive and diligent with strong attention to detail.

Essential Skills/Basic Qualifications:

- Ability to process, synthesize and execute large data sets into actionable insights.

- Experience of devising, executing business strategy broadly at client and business level.

- Significant Private Bank & Wealth Management industry experience.

- Ability to contribute effectively when working with senior colleagues across the business.

- Must be able to execute at speed, under pressure and with absolute accuracy.

- Strong influencing and stakeholder management skills, at all levels, external and internal.

- Strong planning, organization, and co-ordination skills.

- Ability to deal with highly confidential and market sensitive information.

- Creative, proactive, analytical, self-starting mindset and ability to move with pace and enthusiasm.

- Excellent written, analytical and presentation skills advanced use of PowerPoint and Excel.

Desirable skills/Preferred Qualifications:

- Experience in working with global offices and the ability to collaborate across multiple regions.

- Hands-on experience working in cross-functional/multi geographical settings.

- Understanding of Finance & Accounting concepts.

- Prior experience of data and analytics.