Senior Director, Affluent Segments & Growth

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

Job summary

OCBC is seeking a seasoned professional to lead customer segment management for Personal Banking and Premier Banking. You will study target customers, craft best-in-class propositions, and design campaigns that drive growth while ensuring compliance with regulatory standards.

Lead cross-functional teams, collaborate with product and Group stakeholders, and deepen wealth relationships through strategic partnerships.

Qualifications

• Bachelor's degree in business administration, Management, Marketing, banking or finance related field.
• 5-10 years’ experience in customer segment management, marketing, digital, consumer products, etc.
• Deep understanding of customer experience principles, customer journey mapping, and customer-centric design thinking methodologies.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders to champion customer-centric initiatives.
• Passion for delivering exceptional customer experiences and a customer-first mindset.
• Knowledge of regulatory compliance requirements in banking is desirable.

Responsibilities

• Drive affluent segment growth (Premier Banking and Premier Private Client) through differentiated customer propositions and data-led marketing strategies.
• Lead customer proposition development, marketing campaigns, and digital transformation initiatives to enhance segment competitiveness.
• Collaborate with business, product and Group related stakeholders to deliver best-in-class value propositions.
• Deepen customer relationships through wealth deepening, strategic partnerships (concierge, lifestyle), portfolio growth and client engagement campaigns.
• Formulate customer lifecycle strategies to support portfolio growth, including upgrades from Premier Banking to Premier Private Client.
• Conduct market studies, competitor analysis, focus groups, customer surveys, and portfolio performance reviews to generate actionable insights.
• Monitor sales performance and coordinate with Sales Distribution in identifying performance gaps and deploying relevant training / action plans.
• Ensure all programmes and initiatives comply with Group, regulatory, legal, risk, and control standards.

Skills

Customer segment management

Marketing

Digital

Consumer products

Customer experience

Journey mapping

Design thinking

Stakeholder influence

Analytical thinking

Education

Bachelor's degree in business/marketing/finance

Job description

OCBC is seeking a seasoned professional to lead customer segment management for Personal Banking and Premier Banking. You will study target customers, craft best-in-class propositions, and design campaigns that drive growth while ensuring compliance with regulatory standards.

Lead cross-functional teams, collaborate with product and Group stakeholders, and deepen wealth relationships through strategic partnerships.