Vice President, Wealth Portfolio Management TH

About the Company

With operations that span 15 different markets across the region, the opportunity to expand your experience, test your capabilities, and exhibit your resilience is ample. #teamCIMB is always keen to welcome the ones who are ready to make that very special difference – for themselves and the bank.

Responsibilities

• Set strategy and campaigns to acquire new Preferred customers through initiatives i.e. referral, cross-sell leads, partnerships, and events.
• Maintain & improve qualified Preferred base with well-defined customer journey to prevent slideback or retention
• Implement portfolio campaigns to increase Asset Under management & Net New Money especially from Wealth Products. Track, monitor and understand performance to improve conversion.
• Analyze business performance including financial performance and customer portfolio to formulate data-driven strategies and provide recommend solutions.
• Understand market in wealth management in terms of customer trend, competitor movement, and financial business.
• Monitor performance dashboard and key KPls of preferred segment business and present to Seniors Management by monthly.
• Leverage customer database and research to better understand target customer behavior and insights in order to enhance segment strategies in terms of acquisition, monetization, engagement and retention.
• Collaborate with internal and external stakeholders i.e. Sales, Decision Management, Customer Service, Operations and Marketing to manage end-to-end process of strategic projects and ensure that all communication channels have been done smoothly.
• Collaborate and coordinate closely with CIMB Regional team to execute strategies and projects seamlessly and ensure to meet financial target