About the role
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
- Compile MIS reports and conduct analysis across customer, product and channel perspectives to identify potential customer and deliver actionable insights and recommendations for developing portfolio and product strategy
- 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
- A minimum 8 years of relevant experience, including at least 3 years within Banking and / or Financial Institution;
- A minimum 8 years of relevant experience, 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
- Candidate with less experience will be considered as Segment Manager