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12728en
- Contract
- English, German
- Associate
- Digital & Technology
- Zurich
- Financial Services
Skills
relationship manager, data, visual basic, excel, german speaking, tableau, PowerBI, data analyst
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This vacancy has now expired
On behalf of our client, we are currently looking for a Data Analyst whose open to support Relationship managers on Business Development for a Swiss Private Bank. This position is a long term employment
Tasks:
-Develop pragmatic Business Development (BD)
tools for Private Banking Relationship Managers
(RM)
-Pose approval request for raw data categories to be
used for business development (BD)
-Clean, pre-verify and pre-format raw input raw data
before processing with rule-based BD triggers
-Trial-run opportunity triggers on sample RM books
and refine underlying BD rules
-Prepare RM output of BD triggers to facilitate
feedback discussions with RMs
-Implement best opportunity triggers in a scalable
fashion for several 100 RMs
-Through testing and validation of RM BD Output with
data from the bank’s MIS systems
-Production and distribution of BD output for several
100 RMs
-Refinement of BD triggers based on RM input
Must have :
Fluent in German and English
Excellent Excel skills including Visual Basic
Must have Private banking/Banking/front office experience ideally within Financial instruments
Accuracy and detailed working style is key for the required multiple data validation/testing rounds
Preferable skills but not essential:
ideally experience as an RM or an RM assistant
PowerBI, PowerPivot, tableau and/or SharePoint a plus
If you are interested in this position, please apply below or send your CV directly to my email
Yiyi.Thornton@swisslinx.com
I look forwards to hear from you
Tasks:
-Develop pragmatic Business Development (BD)
tools for Private Banking Relationship Managers
(RM)
-Pose approval request for raw data categories to be
used for business development (BD)
-Clean, pre-verify and pre-format raw input raw data
before processing with rule-based BD triggers
-Trial-run opportunity triggers on sample RM books
and refine underlying BD rules
-Prepare RM output of BD triggers to facilitate
feedback discussions with RMs
-Implement best opportunity triggers in a scalable
fashion for several 100 RMs
-Through testing and validation of RM BD Output with
data from the bank’s MIS systems
-Production and distribution of BD output for several
100 RMs
-Refinement of BD triggers based on RM input
Must have :
Fluent in German and English
Excellent Excel skills including Visual Basic
Must have Private banking/Banking/front office experience ideally within Financial instruments
Accuracy and detailed working style is key for the required multiple data validation/testing rounds
Preferable skills but not essential:
ideally experience as an RM or an RM assistant
PowerBI, PowerPivot, tableau and/or SharePoint a plus
If you are interested in this position, please apply below or send your CV directly to my email
Yiyi.Thornton@swisslinx.com
I look forwards to hear from you
