DB
VP, Strategic Business Planning (IP&A Team), Private Banking
full-time•Hong Kong Island
About this role
Business Function
DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Responsibilities
Support financials and business revenues reporting:
- Gatekeep revenue reporting, and budget setting for IPA HK (Products and Advisory)
- Coordinate with HQ to ensure alignment with SG in terms of data availability in investment platforms
- Support IPA management through business reviews
- Data Analytics:
- Ramp up Investment Product Team data architecture and capabilities
- Use data to create insights and key data dimensions for MIS and sales management strategy
- Using data-driven approach to support and work together with stakeholders on scorecard and sales management objectives
- Reporting insights and key findings in Management/Business reviews meetings
- Drive productivity:
- Improve strategy team’s productivity through workflow/process enhancements
- Drive digital adoption by automating existing data extraction/maintenance tasks and processes
- Streamline data process and usage
- Projects:
- Collaborate with IPA Digital / Platform team by providing requirements and collaborating with other departments to deliver project objectives
- Maintenance and support of front office portfolio tools:
- Perform regular data maintenance for in-house portfolio tools
- Key contact point for data queries
Requirements
- Degree holder preferably in Business, Finance, Accounting, Economics or related disciplines
- At least 7 years of relevant work experience in the financial industry
- Proficient in visualization tools such as Qlik Sense and Tableau or other dashboards
- Candidate must possess strong numeric and data analysis skills. Programming skills preferred
- Knowledgeable in wealth management space
- Good understanding of wealth products
- Excellent communication skills (verbal and written) English and Chinese
- Team player with strong interpersonal and leadership skills, with experience in managing multiple stakeholders and teams
Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
We regret only shortlisted candidates will be notified.
What you'll do
- The VP of Strategic Business Planning will support financial and business revenue reporting, coordinate with HQ for data alignment, and drive productivity through workflow enhancements. Additionally, they will collaborate on projects and maintain front office portfolio tools.
About DBS Bank
DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's "AA-" and "Aa1" credit ratings are among the highest in the world.
Recognised for its global leadership, DBS has been named “World’s Best Bank” by Global Finance, “World’s Best Bank” by Euromoney and “Global Bank of the Year” by The Banker. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia“ award by Global Finance for 14 consecutive years from 2009 to 2022.
DBS provides a full range of services in consumer, SME and corporate banking. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets. DBS is committed to building lasting relationships with customers, as it banks the Asian way. Through the DBS Foundation, the bank creates impact beyond banking by supporting social enterprises: businesses with a double bottom-line of profit and social and/or environmental impact. DBS Foundation also gives back to society in various ways, including equipping communities with future-ready skills and building food resilience.
With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities. For more information, please visit www.dbs.com
Ready to join DBS Bank?
Take the next step in your career journey
Frequently Asked Questions
What does a VP, Strategic Business Planning (IP&A Team), Private Banking do at DBS Bank?
As a VP, Strategic Business Planning (IP&A Team), Private Banking at DBS Bank, you will: the VP of Strategic Business Planning will support financial and business revenue reporting, coordinate with HQ for data alignment, and drive productivity through workflow enhancements. Additionally, they will collaborate on projects and maintain front office portfolio tools..
Is the VP, Strategic Business Planning (IP&A Team), Private Banking position at DBS Bank remote?
The VP, Strategic Business Planning (IP&A Team), Private Banking position at DBS Bank is based in Hong Kong Island, Hong Kong, China. Contact the company through Clera for specific work arrangement details.
How do I apply for the VP, Strategic Business Planning (IP&A Team), Private Banking position at DBS Bank?
You can apply for the VP, Strategic Business Planning (IP&A Team), Private Banking position at DBS Bankdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.