Wealth Insights Strategist

1 month ago


Edinburgh, Edinburgh, United Kingdom Lloyds Banking Group Full time

About this role

As a key member of the Scottish Widows Intermediary Wealth Distribution teams, you will play a lead supporting role using data and insight to drive business growth.

Job Summary

We are seeking an experienced data analyst to join our team as a Wealth Insights Strategist. In this role, you will be responsible for delivering high-quality insights and recommendations that inform business decisions.

Key Responsibilities

  • Develop and deliver weekly reports that provide visibility on business performance to senior leadership.
  • Prepare strategic insights that drive decision-making.
  • Analyse data from our Microsoft Dynamics customer-relationship-management system and visualise it in Microsoft Power BI or Excel.
  • Understand and provide insight on the pipeline for new wealth sales, including friction points and success factors.
  • Analyse business growth from existing advisers, including product interest.
  • Build insight on risks to existing book and provide practical information on mitigating these risks.

Requirements

  • Proficient user of the Microsoft data suite, including Excel and Power BI, or similar data manipulation and visualisation tools.
  • Expert in illustrating insight with PowerBI visuals supported by DAX formulae or similar data visualisation and logic based programming.
  • Experience in developing senior management/exec level presentations with Microsoft Office applications.
  • Knowledge of the Intermediary Wealth Industry, including products, competitors, and regulations.
  • Outstanding problem-solving and analysis skills, with experience sharing commercial consequences of past, present, and future business activities.
  • Great relationship management skills, with ability to build relationships at all levels of seniority.
  • Capability to address and resolve challenges with high energy and pace.
  • Develop and deliver recommendations and proposals that convey a clear understanding of the subject matter and are appropriately tailored for different audiences.

Benefits

  • Generous pension contribution of up to 15%.
  • Annual performance-related bonus.
  • Share schemes, including free shares.
  • Benefits adapted to your lifestyle, such as discounted shopping.
  • 30 days' holiday, with bank holidays on top.
  • A range of wellbeing initiatives and generous parental leave policies.

About working at Lloyds Banking Group

Lloyds Banking Group is committed to creating a values-led culture and building a workforce that reflects the diversity of its customers and communities. We strive to create an inclusive workplace where all colleagues can make a real difference.



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