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Talent Acquisition Executive

Talent Acquisition Specialist

Senior Talent Acquisition Executive

About the Role: We are seeking a highly motivated and analytical Wealth Manager to lead strategic research and analytics initiatives within the Wealth Management domain, specifically supporting the divisions of global investment banks. This role is pivotal in providing data-driven insights that inform critical business decisions, optimize performance, and drive growth within the wealth management sector. The ideal candidate will possess a strong understanding of financial markets, exceptional analytical capabilities, and a proven track record in financial modeling and data interpretation within the private banking, asset management, or wealth management industries. Key Responsibilities: Performance Estimation & KPI Analysis: - Develop robust methodologies to estimate revenue, headcount, and key performance indicators (KPIs) at a highly granular level across various wealth management segments and product lines. - Analyze and interpret complex data sets to identify trends, opportunities, and potential risks impacting wealth management performance. Macroeconomic Forecasting & Modeling: - Build and maintain sophisticated macroeconomic models to accurately forecast wealth management performance, considering various economic indicators, market trends, and regulatory changes. - Conduct scenario analysis to assess the potential impact of different economic conditions on wealth management divisions. Database Management & Benchmarking: - Design, build, and continually update comprehensive sector databases, incorporating industry benchmarks, competitor analysis, and market intelligence relevant to wealth management. - Develop and implement benchmarking tools to evaluate the performance of internal wealth management divisions against industry leaders and best practices. Strategic Insight Generation: - Translate complex data and analytical findings into clear, concise, and actionable insights to support sales strategy development, product innovation, and client segmentation. - Prepare compelling investor reports, presentations, and dashboards for internal and external stakeholders, effectively communicating key performance metrics, market outlooks, and strategic recommendations. - Provide critical analytical support to senior management for strategic planning, business reviews, and ad-hoc decision-making processes. Data Analysis & Financial Modeling Excellence: - Leverage advanced Excel capabilities to manipulate, analyze, and visualize large datasets. - Develop and maintain complex financial models for valuation, forecasting, and performance attribution within the wealth management context. - Ensure data accuracy, integrity, and consistency across all analytical outputs. Required Skills & Qualifications: - Experience: 5-8 years of progressive experience in research, analytics, or a similar role within Private Banking, Asset Management, or Wealth Management. - Education: MBA in Finance, Economics, or Business from a reputed institution is mandatory. - Certifications: CFA, FRM, or CAIA certification is highly preferred and will be a significant advantage. Technical Proficiency: - Expert-level proficiency in Microsoft Excel (including advanced functions, pivot tables, macros, and data visualization). - Strong command of financial modeling techniques and best practices. - Proficiency in data interpretation and the ability to extract meaningful insights from raw data. - Experience with statistical analysis tools and methodologies is a plus. Industry Knowledge: - Deep understanding of global wealth management industry trends, competitive landscape, and regulatory environment. - Familiarity with various wealth management products, services, and client segments. Analytical & Problem-Solving Skills: - Exceptional analytical, critical thinking, and problem-solving abilities. - Ability to work with large, complex datasets and synthesize information effectively. Communication & Presentation Skills: - Excellent written and verbal communication skills, with the ability to present complex analytical findings to diverse audiences in a clear and compelling manner. - Strong presentation skills and experience creating impactful reports and decks. Personal Attributes: - Driven, self-starter with a proactive approach to identifying and addressing business needs. - High attention to detail and a commitment to accuracy. - Ability to work independently as well as collaboratively within a team environment. - Strong organizational skills and ability to manage multiple priorities effectively in a fast-paced environment.

Mumbai

Wealth Manager - Investment Bank 

Job Description for Wealth Manager - Investment Bank  in Evoke HR Solutions in  Mumbai for (5-8) years of experience. Apply Now!