Responsibilities
- Develop and refine a strategic growth roadmap to meet the needs of our target segments and achieve growth targets, leveraging insights from market research and customer data
- Formulate customer lifecycle strategy and promotion plan to expand customer base and improve customer loyalty
- Familiar with investor needs and behavior, including both HK domestic and mainland Chinese customers
- Oversee product financial performance including identifying opportunities and gaps, and developing business strategies
- Familiar with the wealth management products, customer needs and competitor landscape e.g. stocks, derivatives, funds, alternative funds, bonds, structured products, margin financing and etc.
- Strong digital transformation capabilities in banking services
- Oversee and enhance customer service operations to ensure high satisfaction levels, addressing the specific needs and concerns of customers
- Conduct consumer research and surveys to gather insights into customer preferences and behaviors and using this data to make strategic decisions
Requirements
- Bachelors or Masters degree in Business, Marketing, Finance or related discipline
- Minimum of [5] years of experience in relevant roles, particularly in expanding customer bases and marketing within financial services
- Strong problem-solving ability; analytical and critical thinking
- Open-minded; team player; willing to challenge status quo and run extra mile
- Strong business sense; good communication and interpersonal skills
- Fluency in English, Mandarin and Cantonese
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