Responsibilities: - Align with the bank's strategic direction to plan customer segment management and business strategies, set business objectives for customer segments, and enhance customer profitability contribution
- Formulate corresponding market share expansion and marketing strategies based on segment management strategies and value propositions, execute initiatives, and monitor outcomes to achieve business objectives
- Develop concrete business development plans, including but not limited to customer acquisition, cross-selling, up-selling, and retention programs, to nurture high-potential and high-value customer segments through targeted acquisition, development, and consolidation strategies
- Collaborate with product managers to enrich product offerings within the brand, deepen service quality, and optimize both brand image and customer experience
- Establish end-to-end customer relationship management and services models for each customer segment to strengthen long-term relationships and ensure timely and contextually relevant communication
- Define frontline training needs, provide content for training, and establish internal communications
- Identify and select various types of commercial organizations/partners to explore collaborative business opportunities
- Propose necessary operational resource allocation to management to ensure effective utilization of resources
Requirements: - Bachelor degree holder or above
- A minimum 8 years of relevant experience, including at least 3 years within Banking and / or Financial Institution; including at least 2 years of supervisory and / or management experience;
- Familiar with Personal Banking Wealth Management and related Products (including Deposit, Unit Trust, Bonds, Securities, Structured Products, Insurance and Mortgage, etc)
- Understand market and competitors practice on Wealth Management and related Products
If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .