data analysisexcelpowerpointfinancial analysisbusiness analysissales managementstrategic thinkingprivate wealth management
Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Текст:
Hirify AI/Оригинал
TL;DR
Private Wealth Management, GSBE Sales Management Analyst (Asset & Wealth Management): Supporting PWM EMEA regional management through business performance reporting, forecasting, sales management analysis, and strategic initiatives with an accent on financial data, productivity reviews, fee pricing, and stakeholder coordination. Focus on preparing senior leadership materials, resolving entity-management queries, and translating complex business issues into actionable solutions.
Location: Frankfurt, Hessen, Germany; office-based role supporting PWM business across Europe.
Company
hirify.global is a global investment banking, securities, and investment management firm serving private wealth clients, institutions, and communities.
What you will do
Support senior members of the PWM EMEA Regional Management Team with managerial initiatives and oversight of the PWM business.
Produce business performance, growth, metric, forecasting, productivity, fee-pricing, new-business, organizational-planning, and client-analytics reports.
Partner with Executive Office, Controllers, Human Capital Management, Operations, Compliance, Legal, Finance, and Technology on strategic initiatives and BAU activities.
Prepare and facilitate presentations for town halls, conferences, senior stakeholder meetings, and internal forums.
Contribute to PWM EMEA entity-management activities and resolve day-to-day queries from leadership, sales, and support teams.
Requirements
Ideally 1+ year of relevant experience in a comparable role, preferably in Consulting, Strategy, or Business Management.
Private Banking or Wealth Management experience is helpful but not essential.
Strong strategic-thinking, analytical, interpersonal, leadership, and communication skills, including the ability to interpret detailed financial or other data and communicate commercial implications.
Highly organized and process-oriented, with strong attention to detail and excellent follow-through.
Self-starter who takes ownership, manages tasks independently, and can work confidently with senior management.
Results-oriented and able to handle multiple time-sensitive projects while maintaining work quality.
Commitment to excellence and a high level of integrity.
Proficiency in MS Office, including advanced MS Excel and PowerPoint skills, plus data tools.
Culture & Benefits
Exposure and access to senior PWM managers from an early career stage.
Opportunities to build expertise in business analysis, strategic thinking, and wealth management.
Training and development opportunities, firmwide networks, benefits, wellness and personal-finance offerings, and mindfulness programs.
Commitment to diversity, inclusion, reasonable accommodations, and equal employment opportunity.
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