Private Wealth Management, GSBE Sales Management, Analyst, Frankfurt
Core
Support senior members of the PWM EMEA Regional Management Team in managerial initiatives, business analysis, and oversight of the Private Wealth Management business across Europe.
Role type
Analyst, Private Wealth Management Sales Management
Builds
Analytical reporting, leadership reporting, business performance metrics, and strategic initiatives for internal and external stakeholders.
Domain
Financial Services / Private Wealth Management
Deliverable
dashboards & analysis
Required skills
Business analysis, financial data analysis, strategic thinking, forecasting, organizational planning, client analytics, MS Office (Advanced Excel, PowerPoint)
Preferred skills
Consulting or Strategy background, Private Banking experience, leadership skills
Responsibilities
Produce detailed analytical reporting on business performance and growth; support business metric reporting and forecasting; prepare leadership meeting and conference materials; contribute to entity management and BAU functions.
Seniority
Analyst, entry-level to junior management support