Director Consulting Delivery

Job Title:

• Director Consulting Delivery (Wealth Management)

Work Setup and location

• Onsite in Taguig
• Mid Shift Schedule

Salary Package:

• 150, ,000.00 depending on experience and expertise

Position Description:

As a Director Consulting Delivery (Wealth Management), your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company.

Your future duties and responsibilities:

• BPO Strategy Development: Formulate and implement tailored BPO strategies specific to commercial banking, enhancing operational efficiencies and service delivery.
• Data Presentation: Synthesize financial data and performance metrics into compelling narratives that convey projections and trends effectively to stakeholders.
• Management Reporting: Design comprehensive management reporting packages that transparently communicate business results, insights, and recommendations.
• Cross-Functional Coordination: Facilitate collaboration between business managers, finance teams, and project managers to streamline deliverables and ensure alignment with business objectives.
• Executive Analysis and Presentation: Conduct in-depth analyses and create executive-level presentations using PowerPoint to inform strategic decisions and facilitate discussions.
• KPI Assessment: Analyze complex data sets to assess key performance indicators and utilize statistical analysis tools to inform strategic planning and drive initiatives.
• Performance Optimization: Drive initiatives focused on enhancing the bottom-line performance of the business, including optimizing fees and managing costs
• Risk Management: Identify, escalate, and mitigate potential business risks, including legal, regulatory, and operational challenges, that could impact business continuity.
• Financial Performance Analysis: Assess financial performance, identify productivity initiatives, and oversee their implementation to drive operational efficiencies.
• Representation: Act as a representative of the business in relevant internal and external working groups, advocating for strategic initiatives and best practices.

Required qualifications to be successful in this role:

• Experience: A minimum of 10 years of experience in Wealth Management and experience as a Director.
• Education: Bachelor's degree in Business, Finance, Economics, or a related field; relevant advanced degrees or certifications are a plus.
• Technical Proficiency: Extensive knowledge and experience with PowerPoint and Excel, with a focus on data visualization and analytical tools.
• Energetic Leadership: Demonstrates an energetic and dynamic approach, characterized by self-motivation, tenacity, and the ability to work independently with minimal supervision.
• Effective Presentation Skills: Proven ability to present concepts and findings effectively to senior executives and global business leaders.
• Relationship Building: Ability to forge strong relationships across diverse functions and influence stakeholders by providing strategic insights.
• Communication Skills: Exceptional written and verbal communication skills, coupled with meticulous attention to detail and a logical thought process.
• Analytical Expertise: Strong analytical and problem-solving capabilities, with the ability to distill complex data into concise conclusions and actionable strategies.
• Project Management: Excellent organizational and project management skills, with a track record of successfully managing multiple projects and priorities.

Job Types: Full-time, Permanent

Pay: Php150, Php250,000.00 per month

Benefits:

• Company Christmas gift
• Company events
• Flexible schedule
• Free parking
• Health insurance
• Life insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Education:

• Bachelor's (Preferred)

Experience:

• Wealth Management, Fund Servicing and Fund Accounting: 10 years (Preferred)
• Risk & Compliance, Equity Fund and Unit Trust Pricing,: 10 years (Preferred)
• Client Services and Financial Portfolio Lifecycle, : 10 years (Preferred)
• CSAT standpoint, Stock Market and Investment: 10 years (Preferred)
• Mutual Funds and Products: 10 years (Preferred)
• AVP, VP or Director level: 3 years (Preferred)

Work Location: In person