Senior Specialist - Retail Wealth Segment (T00013459)

Job Summary:

Support the Head of Wealth Segment & Strategy in driving customer growth, value creation, and strategic initiatives across the wealth customer journey. This role will also take a lead in coordinating product marketing activities to enhance visibility and adoption of wealth solutions among target customer segments.

Job Description :

1. Strategic Support & Execution

• Assist in developing and executing strategies to grow wealth customer segments.

• Support customer segmentation analysis, journey mapping, and opportunity sizing for both acquisition and portfolio growth.

2. Customer Acquisition & Retention

• Help define customer acquisition initiatives using data and insight-driven approaches.

• Coordinate with analytics and marketing teams to monitor campaign performance and conversion rates.

3. Wealth Product Marketing & Customer experience

• Collaborate with Product and Marketing teams to design and deliver integrated marketing campaigns for wealth products.

• Support development and enhancement of customer value propositions tailored to each wealth segment.

• Gather feedback from frontline and customers to improve proposition design and delivery.

4. RM Capability & Communication Support

• Coordinate with the Wealth Academy to support training, knowledge sharing, and adoption of segment strategies among Relationship Managers.

• Prepare briefing materials, playbooks, and talking points for internal communication.

Qualifications:

• Bachelor / Master's degree in Business Admin, Marketing, Finance, Economics or Engineering.
• Minimum 7 years of direct experience in banking / finance industry or in management consulting, preferable with 5 years of experience in banking sales and marketing, product development, management / business consulting.
• Strong analytical skills, preferably with consultancy or strategy background.
• Relevant experience in Retail or Wealth Management banking, either in sales, channel or products.
• Interested and passionate about new market trends, more specifically on digital transformation of banking industry.