VP, Segment Management

OCBC Bank; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

A leading financial institution is looking for a strategic and analytical professional to enhance engagement and manage high-net-worth client portfolios. This role involves planning and executing key initiatives, analyzing market data, and developing innovative retention strategies to drive growth in Assets Under Management.

Qualifications

• Degree or equivalent from a recognized University with at least 3 years of experience in the related field.
• Familiarity with products and services for HNW and affluent segments.
• An eye for analytics, with the ability to extract insights from data.

Responsibilities

• Plan and execute initiatives and projects tailored to specific segments.
• Drive efforts to increase Assets Under Management (AUM).
• Develop innovative retention strategies to deepen client engagement.

Skills

Strong analytical skills

Business acumen

Creative thinking

Data analysis

Computer literate

Education

Degree or equivalent from a recognized University

Tools

Microsoft Office

Job description

• Strategic Planning & Execution: Plan and execute initiatives and projects tailored to specific segments
• Product Penetration: Drive efforts to increase Assets Under Management (AUM)
• Client Retention: Develop and implement innovative retention strategies to deepen client engagement and minimize churn
• Proposition Development: Collaborate with internal stakeholders to create and enhance segment-led propositions that meet client needs
• Performance Reporting & Analysis: Provide regular updates on segment performance, analyzing data to identify trends and suggest actionable areas for improvement
• Market Insights: Stay informed about market landscape insights and analytics to ensure our business remains competitive and relevant
• Process Improvement: Implement new capabilities and refine internal processes for greater efficiency and effectiveness

Qualifications

• Degree or equivalent from a recognized University with at least 3 years of working experience in the related field
• Familiarity with products and services for HNW and affluent segments
• Strong analytical skills and business acumen
• Creative with ability to think outside the box to find solutions to overcome challenges
• An eye for analytics, with the ability to extract insights from data and then present them with clear conclusions
• Computer literate and familiar with Microsoft Office word, excel & power point