Portfolio and Performance Management Associate

Location: Singapore
Job Type: Contract
Posted: 4 days ago
Contact: Chevelle Tan
Reference: 247518

Portfolio and Performance Management Associate

  • 12 months contract

The Client

  • MNC Bank

The Opportunity
Develop and drive holistic portfolio management strategy to increase portfolio growth and improve portfolio quality

  • Be regional lead on performance management and reporting for Retail Segments KPIs
  • Assist the Regional Portfolio & Performance Management Lead in Retail Bank- Portfolio Management integration workstream efforts, specifically to drive setting up performance management framework covering reporting setups to understand client growth drivers across dimensions
  • Work with regional/ country finance and segment stakeholders to ensure timely and accurate reporting for all Plan metrics collection, MIS/ scorecard reporting
  • Lead Expense optimization and marketing expense tracking efforts across region
  • Work with markets to drive Portfolio Quality and Upgrade quality across segments

Your Background

  • Minimum 7-8 years of experience with client segment strategy or Performance management in a Wealth Management business in a bank/ Financial Services company
  • Excellent working knowledge of wealth management products (Deposits, investments, FX, and Insurance)
  • Proven experience of project management, with strong ability to take ownership and drive projects independently
  • A strong commitment to completing deliverables on time
  • Strong knowledge of MS Excel (familiarity with Vlookup, Pivot tables to analyse and summarise large datasets), MS PowerPoint/ MS Word
  • Possess strong analytical skills
  • Proactive approach and the ability to identify potential business risks at an early stage in the project life cycle
  • Track record of project delivery for large, cross-functional, highly technical and complex projects

Interested parties please click "Apply Now" or contact Chevelle (EA Reg no: R1762272) at chevelle.tan@peoplebank.asia

Peoplebank Singapore Pte Ltd, EA Licence Number: 08C5248

EA Licence: 08C5248