【外商銀行】財富管理數據分析主管(SVP)
▌About the role
Manage a team of business analysts who provide data-driven solutions for the Wealth Management (WM) division. In this role, you will identify business growth opportunities and support the achievement of KPIs through the use of analytical insights and AI. You will participate in strategic discussions with both business stakeholders and senior management. The team is responsible for handling data-related tasks such as in-depth analyses, simulations, and the creation of Control Towers and dashboards. As the team lead, you will oversee resource planning and measure the value delivered. Additionally, you will act as a subject matter expert, promoting the use of Control Towers in decision-making and fostering a culture of learning through experimentation.
▌ Responsibilities
- Oversee data-driven decision-making within the Wealth Management sector and its associated platform.
- Gain a comprehensive understanding of Wealth Management products, including Investment products, Mortgages, Deposits, and Banca offerings.
- Focus on engagement strategies such as prospecting, click-through journeys, and portfolio management.
- Collaborate closely with Product, Martech, Segment, Regional, Finance, and Operations teams, as well as within MtJ squads, to devise new strategies, create seamless customer journeys, and enhance customer experience.
- Support and facilitate the development of team members’ data analytics skills through onboarding at ADA, a modern analytics platform that includes tools like CML, Python, and Pyspark.
– Drive customer and business impact by:
– Using the Data Driven Operation Model (DDOM) to leverage data for business growth and collaborate with product partners.
– Advancing cognitive and automated banking through the development of machine learning models and automation of control towers.
– Identifying key trends, providing insights on performance and causality, and discovering opportunities to enhance customer engagement.
– Fostering a deep understanding of consumer needs and preferences, analyzing customer behavior, and designing campaigns and experiments to boost customer engagement and marketing effectiveness.
- Possess a bachelor’s degree or higher, with at least 12 years of progressively responsible experience in data analytics and business intelligence, including several years managing data analytics product delivery.
- Demonstrate strong analytical and problem-solving skills; highly numerate with a keen eye for detail and accuracy.
- Exhibit exceptional interpersonal and communication skills; capable of simplifying complex concepts and effectively presenting to senior management.
- Handle challenging conversations with stakeholders with discretion and tact.
- Embrace a growth mindset; be open to organizational transformation and actively support and advocate for enterprise-wide initiatives.
- Proficient in various data analytics techniques, including predictive and prescriptive analytics, machine learning, and AI.
- Preferred, but not required:
- Previous experience in data management and analytics within the banking industry.
- Coding proficiency, including experience with big data manipulation and data extraction queries.
- Familiarity with statistical languages such as SQL, Python, and Pyspark.
▌福利待遇
福利優惠
1. 外幣換匯優惠
2. 投資理財手續費減免
員工計劃
1. 員工認股計劃
福利金
1. 旅遊福利金
2. 學習福利金
3. 健康福利金
4. 家庭福利金
員工培訓與發展
1. 新進人員訓練
2. 完整的職涯發展規劃
3. 語言進修課程
4. 海外派遣訓練
5. 證照考試訓練與獎勵
健康與醫療保障
1. 定期壽險
2. 住院醫療險
3. 癌症險
4. 意外醫療險
5. 眷屬醫療險(全額公司負擔)
6. 免費定期健康檢查
薪酬與工作安排
1. 具競爭力的薪酬制度
2. 底薪津貼
3. 績效獎金
4. 員工贊揚計畫
5. 彈性工作時間安排
6. 未成年子女保障計畫
7. 職工福利活動(家庭日、小孩上班日、員工感恩日、電影欣賞日、節慶禮品、歌唱比賽、攝影比賽、婚喪生育補助等)
假期安排
1. 第一年度享有14天年假
2. 16周產假 + 7天產檢假
3. 10天陪產檢及陪產假
4. 領養假
5. 生日假
6. 新生兒照顧假
7. 志工假
8. 服務年資獎及年資獎勵假
聯絡人:Gary Cheng
聯絡電話:+886 2 6623 6788
E-mail:gary.cheng@ucatch.com.tw
職務概要
【外商銀行】財富管理數據分析主管(SVP)
【外商銀行】財富管理數據分析主管(SVP)
外商銀行Financial Controller財務控管部 資深副總裁
外商銀行 Head of Regulatory Office Compliance (法規合規辦公室主管)
【本土投信】多重資產基金經理人
優仕得就業服務顧問團隊
服務電話| (02) 6623-6789
聯絡信箱| service@ucatch.com.tw
公司地址|330012桃園市桃園區同德七街12之1號
統一編號|69547568
私立就業服務機構許可證號 桃市就服字 第0014號