Associate, APAC Wealth COO Team

• Support in shaping the 3–5 year commercial strategy of the APAC Wealth business, including product, channel, and market prioritization
• Conduct industry and competitor analysis covering private banks, local banks, digital wealth players, fintechs, and asset managers
• Track macro trends, regulatory shifts, product innovation (e.g., DPM/SMA, alternatives, retirement, ETFs), and consumer/wealth flows impacting the business
• Produce benchmarking deliverables (AUM growth, flows, market share, platform capabilities, pricing, digital tools, sales models)
• Coordinate strategic planning cycles (annual strategy review, mid-year refresh, budget governance)
• Partner with Sales on budgeting, forecasting, and distribution strategy development
• Coordinate with Marketing, Platform, Core COO, and GPS teams on regional initiatives and operational exercises
• Support tracking execution progress against KPIs, strategic priorities, and sales targets
• Work with broader Wealth COO, Finance and Regional Sales Support (RSS) teams on supporting the business with data management and insights, including sales dashboards, CRM / MS Dynamics, Aladdin, and other platforms
• Drive automation and process redesign to improve speed, consistency and insightfulness of reporting and other data processes
• Drive process enhancements / automation to increase efficiency and effectiveness of sales-related processes. This includes support testing, rollout and uptake of: AI tools (Co‑pilot, Briefing Memo AI, translation tools)
• Firmwide dashboards and workflow automation initiatives
• Sales and reporting digital enhancement projects
• Partner with Technology & Data partners to ensure Wealth-specific needs are represented in platform roadmaps

• Bachelor’s degree required, with strong academic performance
• 4–5 years of experience in financial services, strategy, consulting, market intelligence, business management, or analytics
• Strong interest in Wealth & Distribution, including industry drivers, digital trends, and product innovation
• Excellent analytical skills, with comfort working with large and complex datasets
• High proficiency in Excel (VBA preferred)
• exposure to SQL, Tableau, and/or Python is a plus
• Strong communication and stakeholder‑management skills, with the ability to produce clear, senior‑ready materials
• Highly organized, with the ability to manage multiple workstreams under tight deadlines
• Team‑oriented, proactive, and comfortable working across geographies
• Fluency in English required

Asian language skills are a plus

• Strong retirement plan
• tuition reimbursement
• comprehensive healthcare
• support for working parents
• Flexible Time Off (FTO)