Investment Banking

Posted 2 months ago

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The Client Analytics Manager will analyze customer, transaction, deposit, investment and product data to support business strategy and customer-centric initiatives within International Wealth and Premier Banking. The role designs and maintains management reports and dashboards, performs ad-hoc analysis, and implements campaign processes and propensity models to improve targeting and conversion. The manager will work closely with stakeholders to translate business requirements into data definitions, analytical metrics and actionable insights. Strong collaboration with business teams is required to drive analytics-led growth and performance evaluation.

Compensation: Not specified
City: Not specified
Country: Not specified

Full Job Description

International Wealth and Premier Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

People Responsibility: N
Reports To: VP Client Analytics
Job content
- Analyze banking data across customer, transaction, deposit, investment, and product domains to support business strategy
- Provide customer centric initiatives by customer analytics for business growth and issues identification
- Design and maintain management reports, dashboards, and ad-hoc analysis for business and management teams
- Implement standard campaign process by regional guideline for campaign execution and performance evaluation
- Implement Propensity model to prioritize customer potential for targeting strategy and conversion rate improvement
- Work with stakeholders to translate business requirements into data definitions and analytical metrics

Bachelor’s degree or above in Statistics, Computer Science, Mathematics, or related disciplines
Posses relevant experience in data analysis, MIS, or reporting within banking or financial services
Strong data analytic skill with hands-on experience in SAS, SQL or Python, and working with large-scale databases or data warehouses
Proficiency in Excel and at least one BI or analytical tool (e.g., Power BI, Tableau, Qlik Sense)
Solid understanding of banking and financial products, including wealth management, deposits, loans and cards
Familiarity with customer analytics, segmentation, or campaign performance analysis
Strong interpersonal and communication skills, with the ability to translate data insights into clear, actionable message for non-technical stakeholders
Fluent in both Chinese and English
Exposure to AI / ML use cases is preferred
Experience in integrating external open-source data with internal banking data to develop analytical use cases and business application is preferred

※ Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.

Full Job Description

People Responsibility: N
Reports To: VP Client Analytics
Job content
- Analyze banking data across customer, transaction, deposit, investment, and product domains to support business strategy
- Provide customer centric initiatives by customer analytics for business growth and issues identification
- Design and maintain management reports, dashboards, and ad-hoc analysis for business and management teams
- Implement standard campaign process by regional guideline for campaign execution and performance evaluation
- Implement Propensity model to prioritize customer potential for targeting strategy and conversion rate improvement
- Work with stakeholders to translate business requirements into data definitions and analytical metrics

Bachelor’s degree or above in Statistics, Computer Science, Mathematics, or related disciplines
Posses relevant experience in data analysis, MIS, or reporting within banking or financial services
Strong data analytic skill with hands-on experience in SAS, SQL or Python, and working with large-scale databases or data warehouses
Proficiency in Excel and at least one BI or analytical tool (e.g., Power BI, Tableau, Qlik Sense)
Solid understanding of banking and financial products, including wealth management, deposits, loans and cards
Familiarity with customer analytics, segmentation, or campaign performance analysis
Strong interpersonal and communication skills, with the ability to translate data insights into clear, actionable message for non-technical stakeholders
Fluent in both Chinese and English
Exposure to AI / ML use cases is preferred
Experience in integrating external open-source data with internal banking data to develop analytical use cases and business application is preferred

Client Analytics Manager

Full Job Description

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