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Wealth Products Data Analyst

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  • Published:

    10 months ago

  • Expiry:

    11 Jun 00:00

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Reporting to the Senior Wealth Products Manager, the selected candidate will work closely with the Wealth Products and Marketing teams to support the retail and wealth management business line, monitor its key performance indicators and analyze trends and market performance. The selected candidate will also provide useful insights and investment content aimed at raising consumer interest in the Bank's investment products and services.

Duties and responsibilities

  • Setting up a yearly budget covering the retail banking and wealth management business line, and including business assumptions, projections on clients' activity, costs, revenues and profitability analysis
  • Preparing and tracking a set of qualitative and quantitative KPIs against which the performance of the wealth management business is measured and assessed. Explaining the gaps between actual and target figures and proposing remedial actions
  • Conducting regular competitor analysis and market insights to stay on top of the latest market updates and measure MeDirect's performance against applicable benchmarks
  • Assisting in creating business presentations on strategy, business performance, planning initiatives and other materials for internal and external audiences
  • Identifying topics and areas of interest for respective target groups based on monitoring of trends, customer feedback and market research. Creating and editing investment content for website, social media, newsletters and advertorials
  • Preparing and distributing material for the Wealth Management and Investment Services Committee meetings and following up on decisions taken
  • Monitoring, updating and properly archiving of all policies and procedures related to the wealth management business line

Required knowledge, skills and experience

  • Bachelor degree in economics, finance, business or related discipline
  • A minimum of 2 years' experience in a similar role
  • Extensive knowledge of Excel and Power Point
  • Knowledge of investment and banking products, policies and procedures
*Dear Candidate, kindly note that this role is not managed by Castille. MeDirect, in this case, is responsible to manage the application process. In case of any difficulties, feel free to contact brand@castilleresources.com, and we will direct your query to the relevant contact at MeDirect.