About the Company
We are a leading financial services firm dedicated to providing innovative solutions to our clients. Our mission is to empower individuals and businesses to achieve their financial goals through exceptional service and expertise. We foster a culture of collaboration, integrity, and continuous improvement.
About the Role
The role involves developing and refining a strategic growth road map to meet the needs of our target segments and achieve growth targets, leveraging insights from market research and customer data.
Responsibilities
Develop and refine a strategic growth road map to meet the needs of our target segments and achieve growth targets, leveraging insights from market research and customer data
Formulate customer life cycle strategy and promotion plan to expand customer base and improve customer loyalty
Familiar with investor needs and behavior, including both HK domestic and mainland Chinese customers
Oversee product financial performance including identifying opportunities and gaps, and developing business strategies
Familiar with the wealth management products, customer needs and competitor landscape e.g. stocks, derivatives, funds, alternative funds, bonds, structured products, margin financing and etc.
Strong digital transformation capabilities in banking services
Oversee and enhance customer service operations to ensure high satisfaction levels, addressing the specific needs and concerns of customers
Conduct consumer research and surveys to gather insights into customer preferences and behaviors and using this data to make strategic decisions
Qualifications
Bachelor’s or Master’s degree in Business, Marketing, Finance or related discipline
Minimum of [5] years of experience in relevant roles, particularly in expanding customer bases and marketing within financial services
Required Skills
Strong problem-solving ability; analytical and critical thinking
Open-minded; team player; willing to challenge status quo and run extra mile
Strong business sense; good communication and interpersonal skills
Fluency in English, Mandarin and Cantonese
Preferred Skills
Experience in digital transformation within financial services
Knowledge of wealth management products and market trends
Equal Opportunity Statement
We are committed to creating a diverse and inclusive environment for all employees. We encourage applications from individuals of all backgrounds and experiences.