Assistant Manager, Segment & Product Management (Investment Products)

Job Purpose:

• Implement acquisition, growth, and retention initiatives tailored to affluent customers, aligned with the bank’s strategic goals and value propositions for key sub-segments
• Collaborate with internal stakeholders to holistically meet customer needs through cross-selling, enhancing product penetration, service upgrades, and overall profitability within the affluent segment

Main Responsibilities: 

• Assist in implementing acquisition, growth, and retention programs for affluent customers in alignment with the Bank’s strategic initiatives
• Implement actionable plans based on defined value propositions for strategic sub-segments, focusing on customer acquisition, cross-selling, service upgrades, loyalty enhancement, and retention
• Work closely with internal teams to facilitate cross-selling of suitable products and services, ensuring holistic solutions for target customers and improving product penetration
• Coordinate and monitor sales activities, marketing campaigns, and customer events. Assist in evaluating campaign effectiveness and ensure efficient use of the approved marketing budget
• Collaborate with counterparts to support the development of user-friendly and cost-effective sales and service platforms, improving customer experience across touchpoints
• Provide assistance in marketing and loyalty programs for the private banking segment
• Incumbent Requirements:
• Degree holder or above in Finance, Marketing, Business Administration or related disciplines
• Minimum 3-4 years of experience in marketing preferably in prestige customer segment marketing, preferably in banking field
• Attentive to details and strong sense of market trend
• Goal-oriented and committed to driving business success
• Ability to thrive in fast-paced environment and manage multiple tasks under pressure
• Excellent interpersonal and people management skills
• Good command of written and spoken English and Chinese

This position is an in-scope position under the Mandatory Reference Checking Scheme. Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details.

https://www.hkab.org.hk/tc/page/5/mandatory-reference-checking-scheme-phase-2