Support the SVP in driving Wealth Banking segment strategy, strategic transformation, and high-impact business initiatives with strong focus on execution, commercial outcomes, and segment profitability.

This role will translate strategic priorities into actionable initiatives, drive cross-functional implementation, support business planning and P&L analysis, and ensure delivery of initiatives that enhance wealth customer profitability, productivity, and overall business performance.

Key Responsibilities

Business Planning & Financial Analysis

• Support business planning, MTBP, and operating plan initiatives for Wealth Banking segments
• Work closely with Finance and related stakeholders on segment performance tracking, profitability analysis, and P&L monitoring
• Develop business cases, financial impact assessments, and ROI analysis for new initiatives and investment projects
• Analyze business drivers including AUM growth, revenue, acquisition, productivity, and customer profitability
• Support management reporting and strategic recommendations for senior management decision-making

Strategy Execution & Strategic Initiative Management

• Translate Wealth Banking strategy into actionable initiatives, implementation roadmaps, and measurable business outcomes
• Drive end-to-end execution of strategic projects from concept development through implementation and post-launch tracking
• Monitor initiative progress against KPIs, timelines, financial targets, and strategic objectives Identify execution risks, dependencies, and operational gaps, and proactively drive resolution plans
• Support strategic transformation initiatives across Wealth Banking ecosystem and subsidiaries

Market Intelligence & Opportunity Identification

• Monitor market trends, competitor movements, emerging business models, and industry transformation in Wealth Banking
• Identify strategic opportunities to improve customer growth, wallet share, profitability, and operating efficiency
• Support pipeline development of future strategic initiatives and business transformation opportunities

Qualifications

Education & Experience

• Bachelor’s degree in Business Administration, Economics, Finance, Accounting, or related fields (MBA or Master’s degree is a plus)
• 5–8 years of experience in banking, consulting, strategy, business planning, finance, or wealth management
• Experience in business planning, or performance management, strategic projects, transformation initiatives preferred

Functional Skills

• Strong business and financial acumen with understanding of segment economics and P&L drivers
• Basic understanding of Wealth Management, Retail Banking, and investment products
• Ability to develop business cases, financial analysis, and ROI assessment for strategic initiatives
• Strong analytical and problem-solving skills with strategic thinking mindset
• Interpersonal & Leadership Skills
• Strong stakeholder management and cross-functional coordination skills
• Strong project management and execution capabilities with ability to manage multiple initiatives simultaneously
• Ability to influence stakeholders and drive alignment across multiple teams
• Comfortable working in dynamic and fast-changing business environments

Personal Attributes

• Highly proactive with strong ownership mindset
• Results-oriented with strong commercial focus
• Agile, adaptable, and execution-driven
• Strong commitment to delivering measurable business impact and transformation outcomes