Head, Wealth Client Proposition & Solutions
渣打银行(中国)有限公司
- 公司规模:1000-5000人
- 公司性质:外资(欧美)
- 公司行业:银行
职位信息
- 发布日期:2017-07-31
- 工作地点:上海
- 招聘人数:1人
- 学历要求:本科
- 语言要求:英语 熟练
- 职位类别:市场/营销/拓展总监
职位描述
KEY RELATIONSHIPS
Key Internal Working Relationships
· Country Customer Segments teams
· Country Marketing team
· Country and Regional Wealth Products teams
· Group Wealth Client Proposition team
· Analytics and SBIM teams
Key External Relationship
· External branding and marketing partners
· External data providers
JOB PURPOSE
· The primary purpose of this role is to manage and customise Group design, and deliver SCB’s
Wealth Management proposition to the segments in the country, develop a best-in-class wealth
client experience, wealth brand recognition, sales and customer education programs, and provides
core input to the strategic development of the business.
· This role collaborates with Client groups and Marketing to connect and align the Wealth
Management strategy with the Client strategy. Within the Wealth Management team, this role
works in partnership with the Investments Strategy & Advisory team.
· The incumbent is jointly accountable for the WM performance as measured by growth in number
of active wealth customers, wealth client deepening metrics, customer satisfaction with Wealth,
external brand recognition for SCB WM
KEY RESPONSIBILITIES
The person will be responsible for the following :
WM Proposition and Positioning
· Design/customise and drive compelling proof points, tools and standards that promote our
wealth advisory proposition to frontline teams and clients
· Position, package and market our wealth advisory content, solutions and capabilities, tailored
to respective client segments’ needs
· Lead and implement client and RM education programs that promotes and strengthens the
delivery our wealth advisory proposition to clients;
· Establish and implement holistic strategy to raise our brand awareness and recognition as a
leader in wealth management through use of media relations, robust marketing programs,
client engagement seminars and ensuring content presence across all our client-facing
channels (online and branches)
· Support the development of digital strategy for advisory content
WM Client Experience
· Design/customise and drive the implementation of the target wealth client journey and contact
strategy across the respective segments
· Drive robust adoption of the wealth advisory process and tools with frontline teams and
Segments, to achieve a standardized and consistent wealth management experience
· Continuously monitor outcomes and identify areas of opportunities and improvement
· Use of analytics and data-mining to uncover untapped opportunities and/or rebalancing
opportunities
Market and Client Insights
· Perform customers and performance analysis to gain in-depth understanding of purchase
behaviour and preferences, levers of growth and depth of wealth management relationships.
· Initiate and manage the use of market and client insights and competitor benchmarking to
drive the development of our wealth management proposition and strategy;
· Set and monitor market positioning and brand recognition benchmarks vs. competition
· Obtain and use diagnostics insights from NPS studies and regular frontline feedback to
identify new opportunities and areas of improvement on wealth client experience
KEY MEASURABLES
· Successful design and delivery of SCB’s Wealth Management proposition to the segments,
develop a best-in-class wealth client experience
· Growth in number of active wealth customers
· Wealth client deepening metrics
· Customer satisfaction with Wealth
· External brand recognition for SCB WM
KNOWLEDGE, SKILLS & EXPERIENCE
Functional
· Knowledge and experience in wealth management
· Excellent knowledge and hands-on experience in banking and retail business, including prior
experience in product, segment or marketing management.
· Organisational and analytical skills
Personal
· Ability to think out of the box for creative solutions
· Relationship building & influencing – able to build strong relationships across internal and external
stakeholders.
· Excellent communication skills with the ability to influence outcomes.
· Self-starter with ability to manage a diverse range of tasks
· Passion for wealth management
职能类别: 市场/营销/拓展总监
公司介绍
渣打是一家领先的国际银行集团,业务网络遍及全球59个最有活力的市场,为来自142个市场的客户提供服务。渣打网络与“一带一路”沿线市场的重合度超过75%。渣打的使命是利用独特的多样性促进商业繁荣和增进人类福祉。渣打的文化传承和企业价值都在品牌承诺-- “一心做好,始终如一(here for good)”中得到充分体现。
渣打集团有限公司在伦敦及香港的交易所上市。
作为扎根中国历史最悠久的国际性银行之一,渣打从1858年在上海设立***分行开始,在华业务从未间断。2007年4月,渣打银行(中国)有限公司成为第一批本地法人化的国际银行。目前,渣打中国的营业网点已覆盖近30个沿海和内陆城市,充分显示了渣打对中国市场的长远承诺。
2021年,渣打银行赢得来自政府、行业机构和媒体颁发的诸多奖项和荣誉,包括: “一带一路”绿色投资原则能力建设领袖奖、广东省金融创新奖三等奖、债券通优秀做市商、CIPS跨境支付结算卓越参与者、《澎湃》年度外资银行、《华尔街见闻》年度卓越外资银行、《彭博商业周刊》年度银行卓越大奖、《21世纪经济报道》卓越大湾区银行、《金融界》杰出风险控制管理奖、《经济观察报》年度卓越零售银行、《界面》年度臻善企业、财富管理获《证券时报》ESG实践天玑奖、《贸易金融》***供应链金融银行、《亚洲银行家》中国***顾客忠诚度项目/应用奖、The Assets***交易银行、***流动资金管理银行、“国际金融论坛”全球绿色金融创新奖、“中国企业社会责任国际论坛”金蜜蜂企业、智联招聘中国年度优选雇主等。
联系方式
- Email:tasfgto.chinahr@sc.com
- 公司地址:上海市浦东新区世纪大道201号渣打银行大厦18楼 (邮编:200120)