Strategy Assistant, Executive Office

Key Responsibilities

• Support strategic planning, research, analysis and decision-making.
• Prepare executive presentations, briefing notes and management reports.
• Translate leadership priorities into clear action plans and track execution.
• Coordinate strategic and operational initiatives across Wealth Management, Investment Banking and Corporate Functions.
• Monitor KPIs, performance dashboards, budgets and key business initiatives.
• Support the Managing Partner with meeting preparation, follow-through and stakeholder coordination.
• Identify risks, execution gaps and emerging opportunities.
• Handle sensitive and confidential information with a high level of discretion.

Requirements

• Bachelor’s Degree in Business, Economics, Finance or a related discipline; MBA is an advantage.
• 7–10 years’ experience in strategy, management consulting, business management, operations or a related field.
• Experience in financial services is preferred.
• Strong analytical, problem-solving and project management skills.
• Excellent written and verbal communication skills.
• Strong executive presence, judgement, discretion and emotional intelligence.
• Advanced proficiency in Excel, PowerPoint and Word.
• Experience supporting senior executives or leadership teams is an advantage.