Private Banking - Strategic Planning Manager [Ref no: PBSPM-CN]

Job Responsibilities:

• Assist to formulate and implement personal customer segment strategies to achieve the business targets and improve customer experience;
• Design and monitor the implementation of segment business plans through initiatives / activities on acquisition, cross-selling, service upgrade, customer loyalty and retention, etc;
• Work with various internal and external stakeholders to meet customers’ needs from a holistic perspective;
• Design appropriate sales tools to facilitate frontline to achieve the planned business targets and objectives;
• Collect and analyze data and feedbacks from time to time and make business recommendations for continuous improvement.

Job Requirements:

• Bachelor’s degree or above in Business Administration, Marketing, Finance or related disciplines;
• At least 5 years of experience in in banking industry, exposure in private banking is a plus;
• Solid experience in customer management, marketing, or product management is preferred;
• Familiar with banking products and operations / service enhancement is an advantage;
• A good team player with strong business acumen and analytical skills;
• Excellent communications and presentation skills;
• Proficiency in both written and spoken English, Chinese and Putonghua;
• Candidate with less experience will be considered as Assistant Manager.