Customer Strategy Associate/ Senior Associate - HNW

Randstad Hong Kong Limited; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Randstad Hong Kong Limited is seeking a seasoned data analytics professional in wealth management to lead customer segmentation and insight frameworks. You will build profiling architectures, lifecycle demand paths, and precision marketing initiatives to drive growth, with emphasis on data-driven decisions.

The role requires 5+ years in related fields, strong SQL and analytics language skills, and fluency in English and Chinese.

Qualifications

• 5+ years of total professional experience in Wealth Management, Financial Institutions, or Fintech, with at least 2+ years directly focused on customer data analytics, data marketing or growth operations.
• Hands-on experience executing end-to-end data marketing workflows and data-driven growth initiatives.

Responsibilities

• Build and refine end-to-end customer group analytical frameworks to enhance data-driven decision-making.
• Develop comprehensive customer profiling architectures, including behavioral preference maps, tag taxonomies, and lifecycle demand evolution paths.
• Uncover latent business growth opportunities to support precision marketing and refined customer operations.

Skills

Customer Strategy

Data analysis

Data Analyst

Business analyst

SQL

Python

R/SAS

Education

Bachelor Degree

Tools

SQL

Python

R

SAS

Job description

about the company.
Established in 1995 as China’s first joint-venture investment bank, the firm is widely recognized as the country’s premier investment banking institution. Bridging Chinese capital markets with global financial hubs, it combines international standard practices with deep domestic expertise to deliver comprehensive financial services—spanning investment banking, equities, fixed income, asset management, and private wealth solutions.

about the job.

1. Customer Segmentation & Insight Frameworks

• Build and refine end-to-end customer group analytical frameworks to enhance overall data-driven decision-making.

• Develop comprehensive customer profiling architectures, including behavioral preference maps, tag taxonomies, and lifecycle demand evolution paths.

• Uncover latent business growth opportunities to support precision marketing and refined customer operations.

2. Strategy Optimization & Decision Tooling

• Conduct in-depth data analysis on customer operational performance, tracking conversion metrics across diverse campaign strategies.

• Partner closely with business units to build innovative decision-support tools, including strategy simulation and deduction models.

• Continuously optimize go-to-market and operational strategies based on empirical performance insights.

3. Behavioral Analytics & Value Maximization

• Design and execute advanced analytical and experimental methods (A/B testing, funnel analysis, attribution modeling) to optimize user conversion journeys.

• Decode user psychology and behavioral drivers to propose actionable strategies that maximize long-term Customer Lifetime Value (LTV).

• Benchmark industry-leading data application tools and deconstruct value drivers to build reusable customer-value identification frameworks.

4. Cross-Functional Support

• Handle ad-hoc high-priority analytical requests and support special projects as assigned by senior management.

skills & experiences required.

Professional Experience

• 5 years of total professional experience in Wealth Management, Financial Institutions, or Fintech, with at least 2+ years directly focused on customer data analytics, data marketing, or growth operations.

• Hands-on experience executing end-to-end data marketing workflows and data-driven growth initiatives.

Technical & Analytical Competencies

• Technical Skills: High proficiency in SQL and expertise in at least one analytical language (Python, R, or SAS).

• Modeling & Statistics: Proven track record in large-scale data modeling, machine learning fundamentals, and statistical analysis.

• Domain Knowledge: Strong grasp of global/overseas financial markets, wealth management products, and digital financial operations.

Soft Skills & Language

• Communication & Culture: Native/bilingual fluency in English and Chinese (spoken and written). Exceptional cross-cultural communication skills; overseas work/living experience is highly preferred.

• Core Mindset: Strong business acumen, innovative problem-solving skills, high integrity, humility, and a collaborative team spirit.

experience

4 years

skills

Customer Strategy, Data analysis, Data Analyst, Business analyst

qualifications

5+years of total professional experience in Wealth Management, Financial Institutions, or Fintech, with at least 2+ years directly focused on customer data analytics, data marketing

education

Bachelor Degree