Head of Customer Growth & Portfolio Strategy

Prudential Financial, Inc; Hong Kong; On-site; HKD 900,000 - 1,800,000; Full time

Job summary

Prudential Financial, Inc. seeks a senior strategy professional to shape and drive customer portfolio growth across its markets in Hong Kong.

You will deepen understanding of customers, identify growth moments, and enable coordinated digital and advisor actions. You will partner with Local Business Units and Group functions to translate insights into usable use cases and measurable outcomes across channels.

Qualifications

• University graduate in Business Administration, Marketing, Economics or a related discipline.
• At least 10 years of experience in customer strategy, customer portfolio growth, lifecycle management, CRM, segment marketing, growth marketing or commercial analytics within financial services.
• Strong understanding of customer lifecycle management, segmentation, journey design, campaign management, and test‑and‑learn methodologies.
• Strong business acumen and ownership mindset with ability to move from strategy to implementation and performance management.
• Strong analytical and problem‑solving skills; able to interpret portfolio and campaign performance and translate findings into actions.
• Experience with CRM and analytics platforms; Salesforce or MarTech platforms would be advantageous.
• Strong project and stakeholder management; able to lead cross‑functional workstreams without direct authority.
• Excellent communication and influencing skills for senior stakeholders.

Responsibilities

• Champion customer portfolio growth strategies focusing on cross‑sell, upsell, retention and relationship deepening.
• Develop practical growth frameworks and use cases connecting customer, product and behavioural insights to engagement actions.
• Collaborate with Local Business Units and stakeholders to translate opportunities into executable journeys across digital and advisor channels.
• Drive design, launch and continuous improvement of personalised engagement use cases and coordinated activation.
• Lead cross‑market workstreams from ideation through pilots to scale‑up with clear deliverables and risk management.
• Build capability through guidance, workshops and coaching on customer portfolio management and analytics.
• Monitor repurchase and portfolio growth performance; identify root causes and scale effective practices.
• Prepare high‑quality updates and recommendations for senior governance forums.

Skills

Customer strategy

Lifecycle management

Growth marketing

Analytical thinking

Stakeholder influence

Education

University degree in Business Administration, Marketing, Economics or related discipline

Tools

Salesforce

MarTech platforms

CRM systems

Job description

Prudential Financial, Inc. seeks a senior strategy professional to shape and drive customer portfolio growth across its markets in Hong Kong.

You will deepen understanding of customers, identify growth moments, and enable coordinated digital and advisor actions. You will partner with Local Business Units and Group functions to translate insights into usable use cases and measurable outcomes across channels.