Senior Specialist - Retail Wealth Segment (T00013459)

About the Role

Support the Head of Wealth Segment & Strategy in driving customer growth, value creation, and strategic initiatives across the wealth customer journey. Lead coordination of product marketing activities to enhance visibility and adoption of wealth solutions among target customer segments.

Responsibilities

• Develop and execute strategies to grow wealth customer segments; support customer segmentation analysis, journey mapping, and opportunity sizing for both acquisition and portfolio growth.
• Define customer acquisition initiatives using data- and insight-driven approaches; coordinate with analytics and marketing teams to monitor campaign performance and conversion rates.
• Collaborate with Product and Marketing teams to design and deliver integrated marketing campaigns for wealth products; support development and enhancement of customer value propositions tailored to each wealth segment; gather feedback from frontline and customers to improve proposition design and delivery.
• Coordinate with the Wealth Academy to support training, knowledge sharing, and adoption of segment strategies among Relationship Managers; prepare briefing materials, playbooks, and talking points for internal communication.

Qualifications

• Bachelor's or Master's degree in Business Administration, Marketing, Finance, Economics or Engineering.
• Minimum 7 years of direct experience in banking/finance industry or management consulting; preferably with 5 years of experience in banking sales and marketing, product development, management/business consulting.
• Strong analytical skills, preferably with consultancy or strategy background; relevant experience in Retail or Wealth Management banking in sales, channel or products.
• Interested and passionate about new market trends, particularly digital transformation of the banking industry.