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To provide an end-to-end analytics capability for Money Management & Advisory within Personal and Private Banking South Africa (PPB SA).
Own and manage Money Management data and modelling including Money Management (MM) client-level metrics.
Explore develop and integrate data assets across the Group to provide a first-of-its-kind 360-degree view on the client in order to provide deep behavioural and financial understanding of clients.
Assist in developing integrating and tracking key strategic Money Management and Advisory KPIs at both business and client levels.
Formulate and test use cases to trial specific interventions across the client segment continuum to drive specific behaviour engagement etc.
Serve as the Money Management data SME providing deep behavioural and financial data understanding of clients.
Generate internal and external insights to inform segment and product development as well as customer value propositions.
Easily translate business requests and objectives into data requirements including building models or extracting specific data sets.
Provide data input on the impact of proposed legislation and assist in preparing the necessary business cases.
Drive mindset changes to promote financial wellness as a key business driver.
Collaborate with and leverage existing data capabilities across the business where relevant.
Track Money Management initiatives across products operating income client behaviour client engagement channels.
Qualifications :
Type of Qualification: First Degree
Field of Study: Business Commerce
Experience Required
Personal and Private Banking
More than 10 years
Experience in a discovery analytics and customer intelligence role within a financial institution. Experience in translating analytical outputs for business consumption
Additional Information :
Technical Competencies:
Remote Work :
No
Employment Type :
Full-time
Full-time