Wealth Management - Customer Strategy Specialist

CICC; Hong Kong; On-site; HKD 600,000 - 800,000; Full time

Job summary

CICC is seeking a senior professional in Hong Kong to lead segmentation-driven wealth management initiatives, focusing on resource planning, campaign design, and growth of assets under management.

You will work with cross-functional teams, leverage data insights to optimize operations, and cultivate partnerships with external institutions to expand digital finance capabilities. Proficiency in Chinese and English is required, with overseas exposure preferred.

Qualifications

• At least 5 years in wealth management or related financial services.
• Integrity, humility and strong work ethic.
• Extensive experience in financial services and internet customer operations; familiarity with overseas markets.
• Deep understanding of digital operation frameworks (AARRR, Growth Hacking, segmentation, lifecycle).
• Strong analytical and data-driven decision making to derive insights from campaigns.
• Strong interpersonal and teamwork skills; motivated and growth-minded.
• Proficiency in written and spoken Chinese and English; overseas work preferred.

Responsibilities

• Plan and allocate operational resources and set differentiated service standards to drive AUM growth.
• Collaborate with Wealth Management teams to design segment marketing campaigns and external partnerships.
• Analyze customer group operations and track campaign conversion effects.
• Research global best practices in digital customer segment management and foster external cooperation.
• Handle other customer segment tasks as assigned by the manager.
• Maintain data-driven insights to optimize strategies.
• Communicate effectively in cross-cultural environments.

Skills

Wealth management

Cross-functional collab

Data analytics

Digital campaigns

Bilingual EN-CN

Job description

1. Responsible for overall planning and allocation of operational resources, formulating differentiated strategies and service standards based on the differentiated demands of segmented customer groups to drive AUM growth and enhance efficiency.

2. Collaborate with the company's cross-functional departments and various teams within the Wealth Management Department to design customer segment marketing campaigns and promotion strategies, partner with external institutions to achieve targeted client acquisition and conversion, and expand the digital finance ecosystem.

3. Responsible for data insight and analysis of customer group operations, tracking and analyzing the conversion effects of various operational strategies, and continuously optimizing operational strategies based on the data analysis results.

4. Responsible for researching global best practices in digital customer segment management, establishing cooperation with external institutions, promoting digital financial innovation, and facilitating high-quality development of customer groups.

5. Responsible for the other customer segment tasks or other assignments from the manager.

Qualification

1. At least 5 years of work experience in wealth management, Finance institution or related industries, with at least 2 years of relevant work experience.

2. Demonstrates integrity, humility and a strong work ethic, with excellent moral character.

3. Possesses extensive experience in financial services and internet customer operations, with familiarity in overseas financial markets. Demonstrates strong user perspective and market demand insight. Prior experience in the financial or internet industry is preferred.

4. Demonstrates in-depth comprehension of digital operation frameworks, with proficiency in the application of diverse frameworks (such as AARRR, Growth Hacking, customer segmentation, and user lifecycle); proven track record of successfully scaling campaigns and driving measurable growth.

5. Strong analytical and data-driven decision-making skills, with ability to derive actionable insights from campaign performance metrics.

6. Strong interpersonal skills and teamwork spirit; self-motivated, results-oriented and growth mindset with a passion for innovation and continuous improvement.

7. Proficiency in both written and spoken Chinese and English, as well as outstanding communication and negotiation skills in a cross-cultural environment. Overseas work or living experience is preferred.

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.