Business Planning Specialist, Emerging Affluent Segment

Job Description

We are seeking a highly motivated and analytical Business Planning Specialist to support the Emerging Affluent Segment within the Consumer Banking Group. This role will drive segment strategy, annual planning, performance management, and management reporting to deliver sustainable customer, AUM, and revenue growth. The successful candidate will translate data and market insights into actionable priorities, coordinate cross-functional execution, and provide clear recommendations to senior management.

1. Segment Strategy & Business Planning:

- Support the development and regular refresh of the Emerging Affluent segment strategy, strategic priorities, and multi-year growth roadmap.

- Lead annual business planning, target setting, forecasting, and resource prioritization across customer acquisition, AUM, revenue, engagement, and upgrades.

- Translate enterprise and Consumer Banking priorities into clear segment initiatives, milestones, and accountable execution plans.

2. Performance Management & Business Analytics:

- Establish and maintain a robust performance management framework covering customer, AUM, revenue, product penetration, engagement, retention, and upgrade metrics.

- Monitor performance against plan, identify gaps and emerging trends, and conduct root-cause analysis to recommend corrective actions.

- Partner with Data, Finance, Product, Digital Banking, and frontline teams to ensure consistent performance definitions, reliable reporting, and actionable business insights.

3. Management Reporting & Strategic Insights:

- Prepare concise, insight-led business reviews, dashboards, and executive updates for senior management and governance forums.

- Synthesize business performance, customer insights, market trends, and competitive intelligence into clear implications and recommendations.

4. Initiative Governance & Cross-Functional Coordination:

- Coordinate the portfolio of strategic initiatives supporting acquisition, activation, AUM growth, cross-buy, retention, and Affluent upgrades.

- Track milestones, dependencies, risks, and business outcomes; facilitate timely escalation and resolution of execution issues.

- Drive alignment across Segment, Product, Digital, Data, Finance, Operations, and Risk to deliver agreed priorities.

5. Financial Planning, Governance & Continuous Improvement:

- Support budget planning, financial forecasting, and benefit tracking to ensure resources are deployed against the highest-impact priorities.

- Maintain effective governance routines, decision logs, and follow-up mechanisms to strengthen accountability and execution discipline.

- Identify opportunities to improve planning processes, management information, and operating rhythms as the segment scales.

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