Asset & Wealth Management - Advisor & Revenue Enablement - Associate

Job Responsibilities

• Devise, execute, evaluate and sustain strategies aimed at amplifying our commercial influence within the Wealth Management division
• Collaborate with Advisor and Regional Heads to develop and implement logic based rule sets, utilizing both low-code and full-code capacities, to effectively identify, highlight and prioritize the most promising client prospects
• Promptly understand and react to unexpected macroeconomic occurrences, such as fiscal or geopolitical events, that are not typically accommodated within our strategic systems
• Perform comprehensive competitor analysis, including asset allocation studies and leverage third-party data aggregator feeds to identify and monitor potential opportunities for increasing our wallet share across Wealth Management

Basic Qualifications

• Master s degree of Finance, Economics, Business or Commerce.
• Experience in financial services industry, preferably in an analytical or strategy function
• Strong communication and interpersonal skills
• Advanced understanding of Microsoft Office products, tools and utilities for business use, acquaintance to Business Intelligence tools (Tableau, Qlik Sense, Altreyx) is advantageous
• Strong understanding of wealth management, investment advisory and financial planning products and landscape