Business Planning Specialist, Emerging Affluent Segment
Core
Drive segment strategy, annual planning, performance management, and management reporting for the Emerging Affluent Segment to deliver sustainable customer, AUM, and revenue growth.
Role type
Business Planning Specialist
Builds
Multi-year growth roadmap, annual business plans, performance frameworks, and executive dashboards
Domain
Consumer Banking / Emerging Affluent Segment
Deliverable
dashboards & analysis
Required skills
Strategic planning, financial forecasting, performance management, data analysis, cross-functional coordination, root-cause analysis, budget planning
Preferred skills
None stated
Technologies
None stated
Responsibilities
Develop and refresh segment strategy and growth roadmap; Lead annual business planning, target setting, and forecasting; Establish and maintain performance management frameworks; Prepare executive business reviews and dashboards; Coordinate cross-functional strategic initiatives; Support budget planning and financial forecasting.
Seniority
Individual Contributor
