Job Description
Job Description :
Job Title : Business Advisor
Location : Mumbai, India
Role Description
This role is in the team responsible for the planning & performance management of our Wealth Management (WM) franchise in the Americas.
This role reports to the Head of Performance Management, WM Americas, who reports to the COO WM Americas. This team plays an essential role in actively developing the future trajectory of the business together with the strategy group, establishing actionable targets across critical areas of responsibilities (market / product heads / sales teams), monitoring delivery against targets, as well as providing thought leadership to develop new opportunities / strategic mitigation measures together with the Head of the business / COO.
This team will also include active pipeline and activity management as well as offer new opportunities to enhance the responsibility on performance related topics.
The role also includes interesting responsibilities to ensure that relevant information is provided in an efficient and modern way, leveraging existing and new elements of technology.
This role is part of a desk extension team and reports into the IPB Americas Performance Management / COO team in New York;
while having a local reporting line in Mumbai.
What we’ll offer you :
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Flexible working arrangements
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above
Your Key Responsibilities : (not limited to)
Essential Job Functions :
• Fully support the activities of the onshore team, including any ad-hoc tasks as required
• Assist in the preparation and submission of the Americas RM Flows report
• On a monthly / weekly basis, prepare and submit a Tableau based dashboard regarding the Business pipeline deals across Revenues, Flows & Assets
• Support various Annual Planning rounds spanning across activities such as upload planning figures in the system, maintenance of plan numbers during the year, adjustment of planning scenarios and alignment with the global planning team.
• Monthly preparation of Cost and FTE Forecast documents : Coordination, review financials & uploads into the relevant systems
• Cost Deep dives and providing the Cost Review file for ExCo / Monthly Review Meetings
• Exercise oversight over the monthly RM / IM / MRM performance numbers and dashboards, submitted to senior management for their consumption.
• Support / run specific Performance Management related projects (e.g., PULSE BI, new KPI steering approach, PPD etc.)
Your Key Skills and Qualifications :
• Educated to bachelor’s degree level or equivalent qualification / relevant work experience
• Multi-year background in Finance, Business Management / Development
• Experience in wealth management, investment banking, consulting, strategy, change management or business development in the financial services industry
• Excellent analytical skills, attention to detail and ability to independently develop and manage complex models
• Excellent communication skills, both written and verbal and ability to support preparation of presentations for a senior audience
• Strong people management / development skills
• Resourceful, resilient along with proven ability to work with stakeholders at all levels of seniority and effectively engage in discussions with senior management
How we’ll support you :
• 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
Job Title : Business Advisor
Location : Mumbai, India
Role Description
This role is in the team responsible for the planning & performance management of our Wealth Management (WM) franchise in the Americas.
This role reports to the Head of Performance Management, WM Americas, who reports to the COO WM Americas. This team plays an essential role in actively developing the future trajectory of the business together with the strategy group, establishing actionable targets across critical areas of responsibilities (market / product heads / sales teams), monitoring delivery against targets, as well as providing thought leadership to develop new opportunities / strategic mitigation measures together with the Head of the business / COO.
This team will also include active pipeline and activity management as well as offer new opportunities to enhance the responsibility on performance related topics.
The role also includes interesting responsibilities to ensure that relevant information is provided in an efficient and modern way, leveraging existing and new elements of technology.
This role is part of a desk extension team and reports into the IPB Americas Performance Management / COO team in New York;
while having a local reporting line in Mumbai.
What we’ll offer you :
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Flexible working arrangements
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above
Your Key Responsibilities : (not limited to)
Essential Job Functions :
• Fully support the activities of the onshore team, including any ad-hoc tasks as required
• Assist in the preparation and submission of the Americas RM Flows report
• On a monthly / weekly basis, prepare and submit a Tableau based dashboard regarding the Business pipeline deals across Revenues, Flows & Assets
• Support various Annual Planning rounds spanning across activities such as upload planning figures in the system, maintenance of plan numbers during the year, adjustment of planning scenarios and alignment with the global planning team.
• Monthly preparation of Cost and FTE Forecast documents : Coordination, review financials & uploads into the relevant systems
• Cost Deep dives and providing the Cost Review file for ExCo / Monthly Review Meetings
• Exercise oversight over the monthly RM / IM / MRM performance numbers and dashboards, submitted to senior management for their consumption.
• Support / run specific Performance Management related projects (e.g., PULSE BI, new KPI steering approach, PPD etc.)
Your Key Skills and Qualifications :
• Educated to bachelor’s degree level or equivalent qualification / relevant work experience
• Multi-year background in Finance, Business Management / Development
• Experience in wealth management, investment banking, consulting, strategy, change management or business development in the financial services industry
• Excellent analytical skills, attention to detail and ability to independently develop and manage complex models
• Excellent communication skills, both written and verbal and ability to support preparation of presentations for a senior audience
• Strong people management / development skills
• Resourceful, resilient along with proven ability to work with stakeholders at all levels of seniority and effectively engage in discussions with senior management
How we’ll support you :
• 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
💡 Quick Summary
Seeking a career-building opportunity? The Business Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.