Role Overview
The role will be responsible for driving sales performance, transforming data into actionable insights, enhancing portfolio manager productivity, and shaping strategic decision-making through advanced analytics.
What You Will Do
Develop and implement strategies to achieve Private Banking sales targets, monitor sales performance, analyze portfolio managers’ client portfolios, and conduct advanced analyses on client assets.
Why It Might Be a Fit
The successful candidate will play a critical role in maximizing commercial results, identifying growth opportunities, improving client and portfolio profitability, and influencing sales strategies across the Private Banking organization.
Requirements
- Minimum 10 years of experience in banking, private banking, wealth management, investment products, or sales management.
- Proven leadership experience within Private Banking, Wealth Management, or Investment Products organizations.
- Strong understanding of financial markets, investment products, and advisory processes.
- Extensive knowledge of equities, mutual funds, Eurobonds, structured products, derivatives, and asset allocation strategies.
- Advanced capabilities in financial analysis, performance management, and business analytics.
- Proficiency in Excel, Power BI, Tableau, or similar reporting and analytics platforms.
- Strong commercial mindset with a proven track record of delivering business results.
- Excellent leadership, stakeholder management, and communication skills.
- Fluent English with the ability to effectively contribute within a global organization.
Benefits
- Flexible working: Hybrid model with remote options
- Time for yourself: 14 days of welcome leave in your first year + additional Orange Leave days
- Continuous development: Learning platforms, certifications, and global opportunities
- Career mobility: Short- and long-term assignments, cross-functional experiences across teams, departments, and international locations
To apply for this job please visit linkedin.com.
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