Entity
Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of
CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.
Reference
2025-106777
Publication date
15/12/2025
This is a one year contract position and you will be
- Support the Business Manager for Asia in various activities in relation to commercial management and/or business risk management;
- Translate core business activities into tangible analytics;
- Optimise and automate key reports to improve the production process and distribution;
- Review and optimize Front Office processes from both an organizational and tools perspective (i.e. VBA, macro, Access database)
- Participate and contribute to strategic projects, commercial initiatives and Front Office Change Management.
Key Responsibilities:
In the course of carrying out the above responsibilities, the individual would be expected to be able to independently: -
Support product activity tracking, financial follow-ups and results reportings
Extract and manipulate financial data for reporting and/or analysis purposes;
Perform analytical reviews using Business Intelligence tool (i.e. client performance data analysis, portfolio analysis, client holdings analysis for campaign push, activity reviews);
Monitor and support implementation of key initiatives;
Document and maintain standard operating procedures and process documentation;
Track and support various key tracking on profitability ideas;
Perform ad hoc administrative support for the Product Lines;
Develop on-demand management tools for specific business needs;
Assume any other tasks as assigned
Requirements:
To be effective and successful in this position, he/she should:-
- University degree or equivalent experience in Business Administration or related discipline;
- Have minimum 3-5 years’ relevant working experience in Business Management or Business Analysis related roles within Private Banking, Wealth Management or financial services;
- Have minimum 3-5 years of relevant experience in developing data models and visual representation;
- Strongly understanding and application of computer literacy especially in Power BI, Microsoft Excel with numerical skills and attention to details;
- Abilities to collect, interpret, and analyze information to solve problems, identify patterns, and make informed decisions;
- Be particularly attracted to technical matters related to data, process optimisation, automation;
- Excellent analytical and strategical decision-making skills, with a keen eye to details and accuracy;
- Excellent verbal/written communication skills and interpersonal communication skills
- Proficiency in written and spoke English required; proficiency in Mandarin is an advantage as there may be responsibilities involving review of documents or communication in Chinese;
- Have strong organizational, multi-tasking and prioritization skills;
Demonstrate commitment to ethical conduct, integrity and confidentiality in handling sensitive information;
2 Central Boulevard, West Tower #12 02 IOI Central Boulevard, 018916 Singapore
University degree or equivalent experience in Business Administration or related discipline;
Have minimum 3-5 years’ relevant working experience in Business Management or Business Analysis related roles within Private Banking, Wealth Management or financial services;