Vice President, Customer Segment Management

OCBC Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Learning opportunities

Wellbeing programs

Job summary

OCBC Bank (Hong Kong) Limited seeks an accomplished executive to lead affluent segment proposition development and customer lifecycle initiatives. You will work with Marketing, Products, Legal, and Compliance to drive campaigns, acquire high-net-worth clients, and deepen wealth management opportunities across Hong Kong and regional offices.

The role emphasizes strategic thinking, strong analytics, and exceptional communication to ensure regulatory compliance and superior client experience.

Qualifications

• Minimum 10-15 years’ experience in Segment management, Marketing, Products, Customer Experience or related field.
• Bachelor degree or above in Business Administration, Marketing, Finance or related field.
• Deep understanding of affluent segment strategy and customer lifecycle concepts.

Responsibilities

• Manage high-net-worth segment propositions and lead marketing campaigns.
• Collaborate with HK & regional teams to drive segment campaigns and partnerships.
• Develop lifecycle strategies to deepen client engagement and revenue growth.
• Oversee client experience improvements and journey optimization.
• Analyze portfolio performance for management updates.
• Identify opportunities and provide training inputs to sales teams.
• Develop client engagement campaigns to deepen opportunities.

Skills

Segment management

Marketing

Customer experience

Stakeholder engagement

PowerPoint

Analytical thinking

English proficiency

Education

Bachelor's degree or above

Tools

PowerPoint

Market research tools

Job description

WHO WE ARE

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

What's Your Role? Reporting to Customer Segment Management head under Consumer Financial Services Division, the role helps manage customer proposition development of Personal Banking and Premier Banking. The incumbent will conduct target customer and market studies, and develop best-in-class propositions that cater to different segment needs and that meet the Bank’s strategic directives. He/she will also design marketing campaigns that can help grow target customer and revenue growth. The person is responsible for meeting customer and revenue targets under the annual operating plan. Most imperatively, all programs should comply with Group and regulatory requirements, ensuring satisfactory audit results.

What you will be doing

• Premier Private Client & Customer Life Cycle Management
• Formulate and implement high-net-worth segment strategies to lead proposition development, acquisition and related digital transformation initiatives.
• Collaborate with different stakeholders (HK & regional office – Marketing, Products, Legal, Compliance Sales and Distribution) to drive segment campaigns, identity potential partnership (concierge, life and wellness) and deliver best-in-class value proposition for high-net-worth segment.
• Formulate Customer Life Cycle management strategies to grow customer value (upgrade from Premier to Premier Private Client) and deepen wealth penetration.
• Oversee Workplace Banking to acquire quality payroll accounts for portfolio upgrade.
• Refine journey and process by incorporating Customer-Centric Strategy to enrich portfolio growth, optimize customer engagement & experience.
• Analyze customer portfolio and performance for regular management updates.
• Understand market landscape, conduct competitor study, focus group and customer survey to ensure market competitiveness of our offerings.
• identify performance gap, develop and deploy training inputs to build strong sales functional competencies at all levels.
• Develop marketing campaigns for client engagement and deepening opportunities.

What we are looking for

• Minimum 10-15 years’ experience in Segment (affluent) management, Marketing, Products, Customer Experience or related experience.
• Bachelor Degree or above, preferably in Business Administration, Management, Marketing or finance related field.
• Deep understanding of segment strategy (affluent is preferred), customer experience principles, customer lifecycle management, customer journey mapping, and customer-centric design thinking methodologies.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders to champion customer-centric initiatives.
• Fluent in English / good at PowerPoint presentation is an advantage.
• Passion for delivering exceptional customer experiences and a customer-first mindset.
• Knowledge of regulatory compliance requirements in the banking industry is highly desirable.

What we offer

• Competitive base salary.
• A suite of holistic, flexible benefits to suit every lifestyle.
• Community initiatives.
• Industry-leading learning and professional development opportunities.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.