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.
Job Qualifications
Job Requirements:
Degree or equivalent from a recognized University with at least 3 years of working experience in the related field.
Proficiency in English.
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 & PowerPoint.