Head of Wealth Management
Salary undisclosed
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Job title: Director, Delivery – Wealth Management/ Director Consulting Delivery (Banking, Finance, Wealth and Asset Management)
Category: Finance/Banking/Wealth Operations
Work location and set up: Taguig 100% Onsite
Work shift: shifting schedule/ mid-shift or nightshift
Salary: PHP 150,000 -250,000
Experience: 10 years
Position Description:
As a Director of Business Process Outsourcing (BPO), your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company.
Your future duties and responsibilities:
• BPO Strategy Development: Formulate and implement tailored BPO strategies specific to commercial banking, enhancing operational efficiencies and service delivery.
• Data Presentation: Synthesize financial data and performance metrics into compelling narratives that convey projections and trends effectively to stakeholders.
• Management Reporting: Design comprehensive management reporting packages that transparently communicate business results, insights, and recommendations.
• Cross-Functional Coordination: Facilitate collaboration between business managers, finance teams, and project managers to streamline deliverables and ensure alignment with business objectives.
• Executive Analysis and Presentation: Conduct in-depth analyses and create executive-level presentations using PowerPoint to inform strategic decisions and facilitate discussions.
• KPI Assessment: Analyze complex data sets to assess key performance indicators and utilize statistical analysis tools to inform strategic planning and drive initiatives.
• Performance Optimization: Drive initiatives focused on enhancing the bottom-line performance of the business, including optimizing fees and managing costs
• Risk Management: Identify, escalate, and mitigate potential business risks, including legal, regulatory, and operational challenges, that could impact business continuity.
• Financial Performance Analysis: Assess financial performance, identify productivity initiatives, and oversee their implementation to drive operational efficiencies.
• Representation: Act as a representative of the business in relevant internal and external working groups, advocating for strategic initiatives and best practices. Required qualifications to be successful in this role:
• Experience: A minimum of 10 years of experience in banking and financial services, must have an experience in Wealth and Asset Management.
• Education: Bachelor’s degree in Business, Finance, Economics, or a related field; relevant advanced degrees or certifications are a plus.
• Technical Proficiency: Extensive knowledge and experience with PowerPoint and Excel, with a focus on data visualization and analytical tools.
• Energetic Leadership: Demonstrates an energetic and dynamic approach, characterized by self-motivation, tenacity, and the ability to work independently with minimal supervision. • Effective Presentation Skills: Proven ability to present concepts and findings effectively to senior executives and global business leaders.
• Relationship Building: Ability to forge strong relationships across diverse functions and influence stakeholders by providing strategic insights.
• Communication Skills: Exceptional written and verbal communication skills, coupled with meticulous attention to detail and a logical thought process.
• Analytical Expertise: Strong analytical and problem-solving capabilities, with the ability to distill complex data into concise conclusions and actionable strategies.
• Project Management: Excellent organizational and project management skills, with a track record of successfully managing multiple projects and priorities.
Skills:
Analytical Thinking
Business Process Consulting
Finance
Leadership
Category: Finance/Banking/Wealth Operations
Work location and set up: Taguig 100% Onsite
Work shift: shifting schedule/ mid-shift or nightshift
Salary: PHP 150,000 -250,000
Experience: 10 years
Position Description:
As a Director of Business Process Outsourcing (BPO), your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company.
Your future duties and responsibilities:
• BPO Strategy Development: Formulate and implement tailored BPO strategies specific to commercial banking, enhancing operational efficiencies and service delivery.
• Data Presentation: Synthesize financial data and performance metrics into compelling narratives that convey projections and trends effectively to stakeholders.
• Management Reporting: Design comprehensive management reporting packages that transparently communicate business results, insights, and recommendations.
• Cross-Functional Coordination: Facilitate collaboration between business managers, finance teams, and project managers to streamline deliverables and ensure alignment with business objectives.
• Executive Analysis and Presentation: Conduct in-depth analyses and create executive-level presentations using PowerPoint to inform strategic decisions and facilitate discussions.
• KPI Assessment: Analyze complex data sets to assess key performance indicators and utilize statistical analysis tools to inform strategic planning and drive initiatives.
• Performance Optimization: Drive initiatives focused on enhancing the bottom-line performance of the business, including optimizing fees and managing costs
• Risk Management: Identify, escalate, and mitigate potential business risks, including legal, regulatory, and operational challenges, that could impact business continuity.
• Financial Performance Analysis: Assess financial performance, identify productivity initiatives, and oversee their implementation to drive operational efficiencies.
• Representation: Act as a representative of the business in relevant internal and external working groups, advocating for strategic initiatives and best practices. Required qualifications to be successful in this role:
• Experience: A minimum of 10 years of experience in banking and financial services, must have an experience in Wealth and Asset Management.
• Education: Bachelor’s degree in Business, Finance, Economics, or a related field; relevant advanced degrees or certifications are a plus.
• Technical Proficiency: Extensive knowledge and experience with PowerPoint and Excel, with a focus on data visualization and analytical tools.
• Energetic Leadership: Demonstrates an energetic and dynamic approach, characterized by self-motivation, tenacity, and the ability to work independently with minimal supervision. • Effective Presentation Skills: Proven ability to present concepts and findings effectively to senior executives and global business leaders.
• Relationship Building: Ability to forge strong relationships across diverse functions and influence stakeholders by providing strategic insights.
• Communication Skills: Exceptional written and verbal communication skills, coupled with meticulous attention to detail and a logical thought process.
• Analytical Expertise: Strong analytical and problem-solving capabilities, with the ability to distill complex data into concise conclusions and actionable strategies.
• Project Management: Excellent organizational and project management skills, with a track record of successfully managing multiple projects and priorities.
Skills:
Analytical Thinking
Business Process Consulting
Finance
Leadership