
Private Bank Strategy
- Mumbai, Maharashtra
- Permanent
- Full-time
- Work as part of the Private Bank strategy team on global, regional and divisional projects
- Conduct analysis of competitors and macro / market environment covering quarterly competitor financial performance, key themes impacting earnings, industry themes/trends and regulatory changes; act as a knowledge partner for strategy team and senior management
- Work on strategic projects e.g. developing new growth opportunities (organic/ inorganic initiatives), evaluating business performance, outlining business deep dives, developing case studies / recommendations / strategic options for business units, improving operational efficiency and effectiveness, and creating country overviews
- Storyboarding with the ability to consistently understand the “big picture” and link the key takeaways back to the project narrative; create clear and effective storyline for presenting analyses and recommendations.
- Prepare presentations for senior management meetings, townhalls, leadership conferences and investor day.
- Lead the annual industry benchmarking process liaising with external industry consultants and internal stakeholders.
- Work closely with senior strategy team members globally, finance and other functional teams in different regions; role provides wide exposure into Private Banking
- 4-6 [or 6-7] years prior experience in a strategy role, consultancy firm, private bank domain or corporate finance role
- Prefer MBA, master’s in finance or equivalent qualification from a reputed university
- Strong proficiency in MS Excel (absolutely required) to create financial models and handle large datasets
- Sound knowledge of MS PowerPoint (absolutely required) with experience in creating presentations / pitch books presentable to senior management
- Ability to work independently and in large global teams with effective prioritization skills to meet project deadlines
- Collaborate and confident individual with effective verbal and written communication skills
- A self-starter with outstanding analytical and problem-solving skills
- Training and development to help you excel in your career
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs