Team Lead, Cross Border Linkage

Key Responsibilities and Duties:

• Develop effective customer acquisition, engagement and retention campaigns and conduct regular result review and enhancement.
• Enhance customer service operations to ensure high satisfaction levels, addressing the specific needs and concerns of customers.
• Formulate and execute marketing and business development strategies and initiatives of insurance and investment product to grow the cross-border (China) customer base.
• Devise strategy and action plan of customer acquisition, cross-selling, up-selling, and  monitor the target achievement.
• Oversee cross border projects and coordinate resources to ensure effective implementation of banking services to suit customers’ needs.
• Work with relevant stakeholders to devise a customer cross-border journey.
• Conduct regular competitor analysis and recommend initiatives for keeping the Bank’s market competitiveness in terms of product, channel delivery and customer experience;
• Enhance brand awareness through marketing campaigns and strategic partnership.
• Oversee and ensure all works are comply with internal process and procedures, as well as the latest guidelines from regulators in Hong Kong and the China.

Experience and Education:

• Bachelor’s degree in Business, Marketing, Finance or related discipline.
• Minimum 5 years of solid experience in investment product 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.