Wealth Manager - PAO Bank Limited

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

• Bachelor’s or Master’s 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