Senior Manager, Customer Value Management, FI

Morgan McKinley; Hong Kong; Sur place; HKD 900 000 - 1 300 000; Plein temps

Résumé du poste

Morgan McKinley in Hong Kong seeks a Senior Insurance Analytics Lead to drive client retention, loyalty programs and cross-sell initiatives across the life and general insurance portfolio.

You will design data-driven segmentation models, forecast customer needs, track CLV and ROI, and partner with sales and marketing teams to optimize journeys and campaigns. Fluent Cantonese and English are required; Mandarin is preferred. 10+ years in large financial institutions or consultancy is expected.

Qualifications

• Bachelor's degree required.
• At least 10 years of experience in large financial institutions.
• Experience from consulting firms is welcome.
• Fluent Cantonese and English; Mandarin preferred.

Responsabilités

• Customer Retention and Loyalty: reduce churn, design loyalty programs, identify at-risk clients.
• Cross-Selling and Upselling: grow revenue, target campaigns, optimize customer journeys.
• Data Analytics and Segmentation: segment customers, predict behavior, track metrics (CLV, ROI).

Connaissances

Fluent Cantonese

Fluent English

Mandarin (preferred)

Formation

Bachelor's degree

Description du poste

Job Responsibilities

Customer Retention and Loyalty

• Reduce churn: Create strategies to stop customers from canceling their insurance policies.
• Build loyalty programs: Design rewards and engagement plans to keep customers happy.
• Identify at-risk clients: Use data to spot clients who might leave and win them back.

Cross-Selling and Upselling

• Grow revenue: Encourage current policyholders to buy additional or higher-value insurance products.
• Target campaigns: Direct the right insurance offers to the right customers at the perfect time.
• Optimize journeys: Improve the digital and physical touchpoints where customers buy products.

Data Analytics and Segmentation

• Segment customers: Group clients by their behavior, needs, and financial value to the company.
• Predict behavior: Use data models to forecast what insurance products a customer will need next.
• Track performance: Monitor key metrics like Customer Lifetime Value (CLV) and Return on Investment (ROI).

Requirements

• Bachelor's degree holder
• A minimum of 10 years of relevant experience gained from large financial institutions
• Open for candidates from consulting firms
• Fluent Cantonese, English and preferably Mandarin