Analyst, Segment Portfolio Management

About the role

Proactively manage, grow and retain a high‑potential premium portfolio by delivering tailored multi‑currency wealth solutions. Drive new money, revenue and profitability while shaping digital engagement and relationship strategies.

Key responsibilities

• Produce regular and ad‑hoc portfolio insights, monitoring health, growth and profitability metrics such as client numbers, deposits, AUM, revenue and attrition.
• Segment the portfolio into actionable cohorts and identify opportunities for acquisition, activation, retention, reactivation, deepening and upgrade to Priority Banking.
• Conduct product, channel and behavioural analysis across CASA, term deposits, FX, investments, insurance and other wealth solutions.
• Develop dashboards, scorecards, business reviews and executive presentations highlighting performance, risks and opportunities.
• Design and coordinate data‑led campaigns, generate prioritized leads and track performance across digital channels.
• Ensure compliance with operational risk, data privacy, cyber security and regulatory policies, including obtaining required SCA licence.

Required profile

• Bachelor’s degree in Business Administration, Finance, Economics, Banking, Accounting, Statistics, Data Analytics or related field.
• 5‑8 years of experience in banking, wealth management, portfolio management, business analytics or customer segmentation.
• Proven experience in portfolio optimisation, client acquisition and campaign management.
• Strong stakeholder engagement and business performance reporting skills.

Required skills

• Advanced proficiency in Microsoft Excel and PowerPoint for executive reporting.
• AI literacy with understanding of machine‑learning concepts and experience using large language models (e.g., ChatGPT, Claude, Gemini, Grok).