Manager

Job Overview:

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Roles and Responsibilities:

• Support the creation of detailed business plans, strategic presentations, and reports for key stakeholders.
• Assist in providing actionable insights and data-driven analysis to support strategic decision-making and performance optimization in wealth management business.

Support the execution of strategic digital automation projects, from planning through implementation, to enhance operational efficiency and streamline business processes. Support collaboration with cross-functional teams to identify automation opportunities and ensure successful project delivery

• Analyze financial data and KPIs to evaluate the performance of current strategies.
• Help in tracking and reporting the progress of strategic projects and initiatives.
• Assist in preparing presentations for senior leadership meetings, including the analysis of strategic opportunities and risks.
• Support in the identification and evaluation of new business opportunities, partnerships, and market trends.
• Provide regular updates and insights into the competitive landscape, identifying potential strategic opportunities and threats
• Assist in conducting market research, competitive analysis, and industry trend analysis to inform strategic decisions.
• Assist in the preparation and analysis of monthly, quarterly, and annual financial reports, including providing timely and strong portfolio analytics and insights
• Support the budgeting and forecasting processes, ensuring alignment with business goals and objectives.
• Assist in the preparation and analysis of Business Metric reports across key functions to ensure accurate performance tracking

Skills Required:

• Strong analytical skills with a keen eye for detail and accuracy
• Self-starter with a desire to learn and grow within a strategic environment.
• Strong communication skills and ability to handle senior personnel
• Strong analytical skills with the ability to interpret complex data and provide actionable insights.
• Ability to balance multiple engagements and responsibilities
• Understanding of financial modeling and basic business forecasting.
• Familiarity with the wealth industry and relevant market trends
• High motivation, desiring autonomy and empowerment to manage self
• Well versed with Microsoft Office Suite (Excel, PowerPoint, Word); experience with data analysis tools or project management software is a plus.