Job Description

The role:
This role serves as a key analytics partner driving the PBTPC Phygital initiative and strategic efforts to enhance client engagement and product penetration in Private Banking. He/ She need to leverage advanced analytics and data-driven insights to shape business strategies, optimize campaigns, and influence decision-making at scale through Next Best Nudges (NBN) for clients and Next Best Conversations (NBC) for RMs.
Strategic Responsibilities:

• Collaborate with senior business and marketing stakeholders to define engagement objectives and translate them into actionable, data-driven strategies.
• Design and implement multi-channel engagement frameworks, ensuring alignment with business priorities and client experience goals.
• Lead post-campaign performance reviews to identify strategic improvement opportunities and inform future initiatives.
• Advocate for data-driven decision-making by developing agile prototypes, measuring campaign effectiveness, and promoting self-service analytics culture.
• Provide thought leadership on leveraging AI/ML and predictive analytics to drive personalization and deepen client relationships.

Technical Responsibilities

• Conduct deep-dive analysis on client behavior and investment patterns; deliver insights through compelling storytelling and visualization for non-technical audiences.
• Monitor and interpret key Private Banking KPIs (e.g., Cash-to-Investment Conversion, Net New Money) to support strategic planning.
• Develop and maintain advanced analytical models and machine learning solutions for campaign optimization and client engagement.
• Manage evolving business requirements effectively, ensuring timely delivery of analytics solutions.

Requirements:

• Minimum 5 years in analytics or digital marketing within financial services; degree in Statistics, Computer Science, or related field.
• Proven track record of applying advanced analytics (AI/ML) to improve client engagement and business performance.
• Proficiency in SQL, Python; experience with big data platforms (Hadoop, Spark) , campaign tools (HCL Unica, Interact) ad data visualization tools (Qlik sense)
• Familiarity with Wealth Management systems (Avaloq, T24) is a plus.
• Strong communication and problem-solving skills; ability to influence strategic decisions through data insights.
• Expertise in statistical analysis, machine learning, and handling large-scale datasets.

Skills Required